HDFC Mutual Funds

HDFC Equity Savings Fund Direct Plan Growth

₹ 70.69

NAV (Mar 28)

14.966%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

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Scheme Information

Investment Objective

The scheme seeks to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments.

Expense Ratio
0.88 %
Launched 12Y ago
2013-01-01
AUM in Crores
5460.4
ISIN
INF179K01XT4
Lock-in (days)
No Lock-in
Benchmark
NIFTY Equity Savings Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
4.9
Beta
0.8
Sharpe Ratio
0.7
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

34.57%
34.57%

HDFC Bank Ltd.

8.27%
8.27%

Others

6.68%
6.68%

ICICI Bank Ltd.

4.15%
4.15%

United Spirits Ltd.

3.93%
3.93%
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Allocation by Sector

Financial

10.5%
10.497581%

Energy

3.55%
3.548798%

Automobile

3.47%
3.467162%

Technology

3.25%
3.247279%

Healthcare

2.8%
2.795693%
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Frequently Asked Questions

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