HDFC Equity Savings Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 17.03 | 10.58 | 10.22 | 9.81 |
Average Rolling Returns(%) | 10.59 | 9.82 | 9.26 | 9.50 |
The Current NAV of HDFC Equity Savings Fund - Growth - Direct Plan is ₹68.02.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
HDFC Equity Savings Fund - Growth - Direct Plan fund’s expense ratio is 1.00%
The process for redemption is
The AUM of HDFC Equity Savings Fund - Growth - Direct Plan is currently ₹4,307 Crores.
The Top three stocks are HDFC Bank, United Spirits and ICICI Bank and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 34% of fund’s portfolio respectively.
Top three sectors of HDFC Equity Savings Fund - Growth - Direct Plan fund are Others, BFSI and Auto accounting for 56% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HDFC Equity Savings Fund - Growth - Direct Plan Fund is Hybrid - Equity Savings.
Srinivasan Ramamurthy and Anil Bamboli manage the HDFC Equity Savings Fund - Growth - Direct Plan Fund.
HDFC Equity Savings Fund - Growth - Direct Plan current PE ratio is 32.04 and PB ratio is 5.91
The asset allocation of HDFC Equity Savings Fund - Growth - Direct Plan is Stocks : 67.09%, Debt : 30.51% and Gold : 2.42%
The minimum SIP amount for HDFC Equity Savings Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC Equity Savings Fund - Growth - Direct Plan is NIL upto 15% of investment and 1% in excess of 15% of investment on or before 1 months, NIL after 1 months