HomeMutual FundsHDFC Equity Savings Fund -Direct Plan - Growth Option

Overview (as on 13 Apr 2021)

NAV

₹45.799

1y returns

27.627%

Fund AUM

₹2,332 Cr

Expense Ratio

1.36%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
HDFC Equity Savings Fund -Direct Plan - Growth Option
₹0
-Infinity% projected returns
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
₹0
-Infinity% projected returns
Kotak Equity Savings Fund Direct Growth
₹0
-Infinity% projected returns
Axis Equity Saver Fund Direct Plan Growth
₹0
-Infinity% projected returns
ICICI Prudential Equity Savings Fund Direct Growth
₹0
-Infinity% projected returns
SBI Equity Savings Direct Growth
₹0
-Infinity% projected returns

Asset Allocation

Equity (38.89%)
Debt & Cash (61.12%)
Sector Allocation
Financial Services
31.08%
Industrials
13.75%
Health
12.65%
Energy
10.69%
Basic Materials
8.40%
Tech
7.19%
Utilities
4.56%
Consumer
4.55%
Defensive
4.12%
Communication
3.00%
Size Breakup
Large Cap
84.34%
Small Cap
8.68%
Mid Cap
6.98%

Key Metrics

Yield to Maturity 

7.67%

Modified Duration 

1.4 yr

Sharpe Ratio 

0.29

Std deviation 

7.96%

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
"To provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments. There is no assurance that the investment objective of the scheme will be realized."
Scheme Name
HDFC Equity Savings Fund -Direct Plan - Growth Option
Scheme Document
Click Here
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Vinay Kulkarni
Fund House Details
Fund House
HDFC Asset Management Company Limited
Email
NA
Phone
+912222821144
Address
HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
HDFC Equity Savings Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl Opt
Direct1.36%27.62%
HDFC Equity Savings Fund Direct Plan Payout Inc Dist cum Cap Wdrl Opt
Direct1.36%27.62%
HDFC Equity Savings Fund Reinvestment Inc Dist cum Cap Wdrl Opt
Regular2.11%26.63%
HDFC Equity Savings Fund Payout Inc Dist cum Cap Wdrl Opt
Regular2.11%26.63%

Peer Funds

Kotak Equity Savings Fund Direct Growth  

HybridEquity SavingsDirectModerately High risk

1 yr returns

23.10%

AUM

₹1,391 Cr

Expense Ratio

1.26%

SBI Equity Savings Direct Growth  

HybridEquity SavingsDirectModerately High risk

1 yr returns

30.10%

AUM

₹1,343 Cr

Expense Ratio

1.03%

ICICI Prudential Equity Savings Fund Direct Growth  

HybridEquity SavingsDirectModerately High risk

1 yr returns

22.87%

AUM

₹1,087 Cr

Expense Ratio

0.85%

Axis Equity Saver Fund Direct Plan Growth  

HybridEquity SavingsDirectModerately High risk

1 yr returns

26.66%

AUM

₹725 Cr

Expense Ratio

0.91%

Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth  

HybridEquity SavingsDirectModerately High risk

1 yr returns

28.85%

AUM

₹489 Cr

Expense Ratio

1.46%

HDFC Equity Savings Fund -Direct Plan - Growth ...

NAV

₹45.799

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    success

    Fund is in Top 30 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Vinay Kulkarni
Vinay Kulkarni

leader

Qualifications
B.Tech (IIT, Mumbai) PGDM (IIM, Bangalore)
Work Experience
"Mr. Kulkarni is a Senior Fund Manager - Equities with HDFC Asset Management. He has over 28 years of experience in which 2.5 years is in Fund Management and Equity Research and 2 years in the IT Industry. Previously he was a senior fund manager with TATA Asset Management Limited and Deutsche Asset Management (India) Pvt. Ltd. He also held positions as Fund Manager with UTI Asset Management Company Pvt. Ltd and a software engineer with Patni Computer Systems Limited. Vinay has a B.Tech from IIT Mumbai and a PGDM from IIM Bangalore."
Anand Laddha
Anand Laddha

manager

Work Experience
"null"
Arun Agarwal
Arun Agarwal

leader

Work Experience
"null"
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