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HDFC Equity Savings Fund(G)

FAQ : HDFC Equity Savings Fund - Growth

HDFC Equity Savings Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 3.73 8 7.71 8.07
Average Rolling Returns(%) 10.60 9.89 9.73 9.54

The Current NAV of HDFC Equity Savings Fund - Growth is ₹67.69.

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 fund’s expense ratio is 1.58%

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 is currently ₹5,758 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and NTPC and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 35% of fund’s portfolio respectively.

Top three sectors of HDFC Equity Savings Fund - Growth fund are Others, BFSI and Construction & Infrastructure accounting for 57% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange 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 Fund is Hybrid - Equity Savings.

Srinivasan Ramamurthy and Anil Bamboli manage the HDFC Equity Savings Fund - Growth Fund.

HDFC Equity Savings Fund - Growth current PE ratio is 29.07 and PB ratio is 5.63

The asset allocation of HDFC Equity Savings Fund - Growth is Stocks : 65.59%, Debt : 32.10% and Gold : 2.27%

The minimum SIP amount for HDFC Equity Savings Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for HDFC Equity Savings Fund - Growth is NIL upto 15% of investment and 1% in excess of 15% of investment on or before 1 months, NIL after 1 months