HDFC Equity Saving Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

HDFC Equity Saving Growth Direct Plan

NAV
₹66.5410
+0.26%
(22 Apr)
AUM
3,994 Cr
TER
0.99%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+24.7%
+23.3%
+21.8%
+20.6%
+19.6%
+15.5%
3Y
+13.9%
+14.8%
+12.9%
+13.3%
+13.2%
+9.5%
5Y
+11.7%
+13.6%
+13.0%
+11.7%
+11.3%
+9.0%
ALL
+9.9%
+10.1%
+11.1%
+10.3%
+10.7%
+7.2%
VOL
6.0%
5.9%
8.4%
5.6%
6.0%
-
TER
0.6%
0.6%
0.8%
0.7%
1.0%
-
AUM
₹230 Cr
₹773 Cr
₹465 Cr
₹4,813 Cr
₹3,994 Cr
-
INFO
1.66
1.69
1.32
1.84
1.78
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
HDFC Equity Saving (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Cash Offset For Derivatives
34.6%
HDFC Bank Ltd
8.5%
Future on HDFC Bank Ltd
6.2%
State Bank of India
4.8%
Treps - Tri-Party Repo
3.9%
Future on Titan Co Ltd
3.8%
Titan Co Ltd
3.7%
Maruti Suzuki India Ltd
3.3%
ICICI Bank Ltd
3.1%
Future on Maruti Suzuki India Ltd
2.9%
Top industry exposure
Financial Services
22.5%
Consumer Cyclical
11.7%
Industrials
8.6%
Healthcare
5.3%
Basic Materials
4.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
22%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
To provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments. There is no assurance that the investment objective of the Scheme will be realized.
Fund manager(s)
Anil Bamboli
Arun Agarwal
Srinivasan Ramamurthy
Nirman Morakhia
Dhruv Muchhal

FAQs