HDFC Equity Savings Fund -Direct Plan - Growth Option - Regular - Latest NAV [ ₹50.199 ], Returns, Performance, Portfolio & Returns 2021

HDFC Equity Savings Fund -Direct Plan - Growth Option

  • highlight
    10.91%
  • highlight
    (+0.04)50.199

Min amount: ₹500

Calculate Returns

20 yrs
₹500 invested monthly becomes
0 in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years10.91%
3 Years10.47%
1 Year29.08%
6 Months9.86%
Fund Details
ISININF179K01XT4
RiskHigh Risk
Fund TypeEquity Savings
NAV50.199
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Cash Offset For Derivatives25.85%
Housing Development Finance Corp Ltd6.52%
Future on Housing Development Finance Corp Ltd6.52%
Infosys Ltd4.61%
Reliance Industries Ltd Shs Dematerialised4.2%
State Bank of India3.61%
ICICI Bank Ltd3.58%
Punjab National Bank3.44%
HDFC Bank Ltd3.4%
Future on Sun Pharmaceuticals Industries Ltd3.24%

About HDFC Equity Savings Fund - Direct Plan - Growth

The main intention of the HDFC Equity Savings Fund is to generate returns in the form of capital gains in the long run by investing primarily in equity and equity-linked instruments, debt and money market securities, and arbitrage opportunities.

Pros and Cons of HDFC Equity Savings Fund - Direct Plan - Growth

The main advantage of investing in HDFC Equity Savings Fund is that you get exposure to a portfolio which is constituted by including equity, debt and money market instruments. This balances the risk-reward ratio and stabilises the returns in the long run.

Fund Information and Statistics

i) Inception/Launch Date

HDFC Equity Savings Fund - Direct Plan - Growth was launched on 1 January 2013.

ii) Risk Level

HDFC Savings Equity Fund is categorised under ‘moderately high risk’ class of mutual funds.

iii) Redemption

Since HDFC Equity Savings Fund is an open-ended mutual fund, you can redeem your fund units at any time. However, you have to be mindful of applicable tax on capital gains before redeeming.

iv) Fund Manager

Mr Gopal Agrawal, Kishan Kumar Daga, and Anil Bamboli are the current fund manager of HDFC Equity Savings Fund - Direct Plan - Growth.

v) Entry/Exit load

There is no entry load in order to comply with the regulations of the Securities and Exchange Board of India (SEBI). An exit load of 1% is applicable to the units in excess of 1% on redemption within one year from the date of allotment. No exit load applies after one year.

About HDFC Mutual Fund

HDFC Mutual Fund is one of the most popular fund houses in the country. It had assets worth a massive Rs 3.56 lakh crore as of June 2020. It entered the Indian mutual fund fore back in the year 1999 when it registered with the Securities and Exchange Board of India (SEBI) with HDFC Trustee Company Limited as its trustee. It is being sponsored by Sun Life Investment Limited and Housing Development Finance Corporation Limited.

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Frequently Asked Questions

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Min amount: ₹500

Calculate Returns

20 yrs
₹500 invested monthly becomes
0 in a period of 20 years
High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns