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(%) | 19.36 | 12.26 | 11.74 | 10.71 |
Average Rolling Returns(%) | 11.53 | 10.91 | 10.08 | 10.50 |
The Current NAV of HDFC Equity Savings Fund - Growth - Direct Plan is ₹65.94.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.
HDFC Equity Savings Fund - Growth - Direct Plan fund’s expense ratio is 1.01%
The process for redemption is
The AUM of HDFC Equity Savings Fund - Growth - Direct Plan is currently ₹3,900 Crores.
The Top three stocks are HDFC Bank, SBI and Titan Co and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 34% of fund’s portfolio respectively.
Top three sectors of HDFC Equity Savings Fund - Growth - Direct Plan fund are BFSI, Others and Miscellaneous accounting for 57% 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 Arun Agarwal manage the HDFC Equity Savings Fund - Growth - Direct Plan Fund.
HDFC Equity Savings Fund - Growth - Direct Plan current PE ratio is 31.83 and PB ratio is 5.45
The asset allocation of HDFC Equity Savings Fund - Growth - Direct Plan is Stocks : 65.46%, Debt : 31.85% and Gold : 2.72%
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