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HDFC Equity Savings Fund Direct growth
Hybrid • Equity Savings • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Equity Savings
Direct growth
Launched On
01 Jan 2013
12 years ago
Lock-in Period
No lock-in
NAV
as of 20 Dec 2024
₹70.59
-0.5508% (-0.30)
AUM
₹5,516 Cr
Expense ratio
0.91%
Benchmark
NIFTY Equity Savings
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 1M
1%
If units sold after 1M
0%
Distribution
Asset split
Market capital
Cash43.23%
Equity33.61%
Debt23.16%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Cyclical
Technology
Consumer Defensive
Healthcare
Fund House
HDFC
Inc: 01 Feb 1994 • Total AUM: ₹6,92,562 Cr • Rank #2HDFC Mutual Fund, started in 1999, has Housing Development Finance Corporation as its sponsor. The fund house is headed by Navneet Munot as the CEO. As of 31 March 2024, it has an AUM of ₹6,59,013 Cr. It functions under the holding company abrdn Investment Management Limited with a customer base of 10.2 million spread across 200 plus cities.
Fund Managers
Arun Agarwal
Experience: 20.27 yrs • Total AUM: 9,80,151 Cr
Anil Bamboli
Experience: 20.85 yrs • Total AUM: 13,30,519 Cr
Srinivasan Ramamurthy
Experience: 3.01 yrs • Total AUM: 7,22,958 Cr
Nirman Morakhia
Experience: 1.84 yrs • Total AUM: 9,71,865 Cr
Dhruv Muchhal
Experience: 1.50 yrs • Total AUM: 53,21,980 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.