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FAQ : HDFC Equity Savings Fund - Growth - Direct Plan

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(%) 2.53 8.83 8.73 7.98
Average Rolling Returns(%) 10.92 9.94 9.78 9.61

The Current NAV of HDFC Equity Savings Fund - Growth - Direct Plan is ₹75.15.

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 0.94%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of HDFC Equity Savings Fund - Growth - Direct Plan is currently ₹5,576 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 36% of fund’s portfolio respectively.

Top three sectors of HDFC Equity Savings Fund - Growth - Direct Plan fund are Others, BFSI and Miscellaneous 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 27.00 and PB ratio is 5.02

The asset allocation of HDFC Equity Savings Fund - Growth - Direct Plan is Stocks : 65.12%, Debt : 32.87% and Gold : 2%

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

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