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

HDFC Equity Saving Growth Direct Plan

NAV
₹75.2270
+0.11%
(17 Oct)
AUM
5,739 Cr
TER
0.93%
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
+7.2%
+6.6%
+5.5%
+5.5%
+5.4%
+3.7%
3Y
+13.4%
+13.5%
+15.1%
+11.8%
+10.5%
+13.3%
5Y
+12.7%
+15.0%
+14.8%
+13.7%
+10.9%
+11.1%
ALL
+10.4%
+10.2%
+10.3%
+10.5%
+7.9%
+10.2%
VOL
5.7%
5.9%
6.3%
5.9%
-
6.2%
TER
0.7%
0.6%
0.7%
0.9%
-
0.7%
AUM
₹8,782 Cr
₹1,153 Cr
₹723 Cr
₹5,739 Cr
-
₹460 Cr
INFO
1.83
1.73
1.62
1.78
-
1.64
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 Aug
Top holdings
Cash Offset For Derivatives
30.6%
HDFC Bank Ltd
8.7%
ICICI Bank Ltd
6.8%
Treps - Tri-Party Repo
6.5%
Reliance Industries Ltd
5.7%
Future on HDFC Bank Ltd
5.5%
Future on Reliance Industries Ltd
3.9%
Future on ICICI Bank Ltd
3.9%
Future on Titan Co Ltd
3.1%
Titan Co Ltd
3.1%
Top industry exposure
Financial Services
22.9%
Consumer Cyclical
9.2%
Energy
7.1%
Industrials
6.0%
Healthcare
5.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
26%
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
Dhruv Muchhal
Nandita Menezes

FAQs