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HDFC Equity Savings Fund -Direct Plan - Growth Option

3 yr CAGR
+10.83%
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Direct

Growth

Fund overview

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Net Asset Value

52.05
aum

AUM (Fund size)

2,515.94 Crore
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Lock-in period

No Lock-in
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Exit Load

1% in 365 days
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Expense ratio

1.26%
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Risk

Moderately High

Top holdings

HoldingsWeightage
Cash Offset For Derivatives26.13%
Treps - Tri-Party Repo7.58%
Housing Development Finance Corp Ltd6.7%
Future on Housing Development Finance Corp Ltd6.7%
ICICI Bank Ltd3.96%
Infosys Ltd3.91%
State Bank of India3.75%
Reliance Industries Ltd3.3%
Punjab National Bank3.27%
HDFC Bank Ltd2.97%

Calculate returns

Monthly (SIP)
One-Time
yrs
₹4,000 invested monthly becomes 0 in a period of 20 years

Top Sectors

About HDFC Asset Management Company Limited

HDFC Asset Management Company (AMC) is one of the largest mutual fund companies or AMC in the country.It was incorporated in 1999. It was approved to act as AMC for HDFC Mutual Fund in 2000.

Managers

Anil Bamboli, Gopal Agrawal, Arun Agarwal, Krishan Daga, Sankalp Baid

Custodians

HDFC Bank Ltd

Address

HDFC Asset Management Company Limited “HUL House”, 2nd Floor,

Fax Nos.

+91 22 22821144

Telephone Nos.

+91 22 66316333

Homepage

www.hdfcfund.com

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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.

Start your investment
Monthly (SIP)
One-Time
Amount
Estimated value after 3 years

(as per historical returns)

2.17 Lakhs
Min investmentment of ₹500 required
risk

3 easy steps to complete your investment

Complete the entire investment process in just three simple steps and enjoy your returns.

Select the amount to invest

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Enter personal details

Complete your KYC and get registered

Pay and your are done!

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Frequently Asked Questions

What are Balanced/Hybrid funds?

Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.

Who should invest in a Balanced/hybrid fund?

Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation

Who should invest in a Balanced/hybrid fund?

Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation

What is a lock-in period?

It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates

Is KYC necessary for BLACK?

KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.

What is a Mandate (Auto-SIP)?

A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.