AB
Anil BamboliFund Manager Since 17 Sept 2004
AllocationEquity Savings
HDFC Equity Savings Fund -Direct Plan - Growth Option
3Y Annualised
10.31%
-0.04% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.85%
-0.04% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
7 years 1 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹5460.36 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 month from the date of allotment of units. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.
Risk Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
2.41%
2nd
PGIM India Equity Savings Fund Direct Regular Payout Inc Dist cum Cap Wdrl
2.41%
3rd
Kotak Equity Savings Fund Direct Quarterly Payout of Income Distribution cum Cap Wdrl
1.94%
4th
Kotak Equity Savings Fund Direct Quarterly Reinvestment of Income Distribution cum Cap Wdrl
1.94%
5th
Kotak Equity Savings Fund Regular Quarterly Payout of Income Distribution cum Cap Wdrl
1.86%
137th
HDFC Equity Savings Fund -Direct Plan - Growth Option
-0.85%
Fund Managers
GA
Gopal AgrawalFund Manager Since 16 Jul 2020
AA
Arun AgarwalFund Manager Since 17 Sept 2004
KD
Krishan DagaFund Manager Since 8 Jan 2016
SB
Sankalp BaidFund Manager Since 22 Jan 2021
About HDFC Equity Savings Fund -Direct Plan - Growth Option
HDFC Equity Savings Fund -Direct Plan - Growth Option is a Allocation mutual fund scheme from HDFC Asset Management Co Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. HDFC Equity Savings Fund -Direct Plan - Growth Option has ₹5460.36 Cr worth of assets under management (AUM) as of Thu Mar 13 2025. The latest Net Asset Value (NAV) of HDFC Equity Savings Fund -Direct Plan - Growth Option as of Wed Mar 12 2025 is ₹69.166. The fund has an expense ratio of 0.91%, which is medium comparable to most other Allocation funds.
HDFC Equity Savings Fund -Direct Plan - Growth Option returns for the last 1 year are 4.89%. Since launch, it has delivered 10.25% average annual returns.
The HDFC Equity Savings Fund -Direct Plan - Growth Option has the majority of its money invested in Financial Services, null, Energy, Technology, Consumer Defensive, Consumer Cyclical sectors.
Top 5 Holdings of HDFC Equity Savings Fund -Direct Plan - Growth Option.
- HDFC Bank Ltd: 8.23%
- Future on HDFC Bank Ltd: 5.23%
- Reliance Industries Ltd: 5.03%
- ICICI Bank Ltd: 4.57%
- Future on Reliance Industries Ltd: 3.73%
AMC Information
| Name | HDFC Asset Management Co Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| cliser@hdfcfund.com | |
| Phone | +91 22 66316333 |
| Website | www.hdfcfund.com |
| Address | HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate, |
Tax Implications of HDFC Equity Savings Fund -Direct Plan - Growth Option
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
What is the current NAV of HDFC Equity Savings Fund -Direct Plan - Growth Option?
What are the average returns of HDFC Equity Savings Fund -Direct Plan - Growth Option?
How do I invest in HDFC Equity Savings Fund -Direct Plan - Growth Option?
What is the expense ratio of HDFC Equity Savings Fund -Direct Plan - Growth Option?
What are net assets under management (AUM) of HDFC Equity Savings Fund -Direct Plan - Growth Option?
What is the PE and PB ratio of HDFC Equity Savings Fund -Direct Plan - Growth Option?
What are the top 5 holdings of HDFC Equity Savings Fund -Direct Plan - Growth Option?
What are the top 3 sectors that HDFC Equity Savings Fund -Direct Plan - Growth Option has invested in?
Who is the manager of HDFC Equity Savings Fund -Direct Plan - Growth Option?
What is the exit load of HDFC Equity Savings Fund -Direct Plan - Growth Option?
How to Redeem HDFC Equity Savings Fund -Direct Plan - Growth Option?
Can I invest in SIP and a Lump Sum of HDFC Equity Savings Fund -Direct Plan - Growth Option?
