Formerly HDFC Multiple Yield Gr
₹ 41.475
NAV (Jan 22)
Neutral
However, Scripbox does not recommend investing in equity savings mutual funds.
Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.
These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class
Track Record
17 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
2,578 Cr. Large within the category
Category View
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
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.
Low
Moderately Low
Moderate
Moderately High
High
Very High
Moderately High risk
2.06 %
Expense Ratio
Sep 17, 2004
Launched (17y ago)
₹ 2,578
AUM in Crores
INF179K01AM7
ISIN
No Lock-in
Lock-in
CRISIL Short Term Bond Fund TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Multi Asset Allocation
20 Years
Age
Track Record
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
About the AMC
HDFC Asset Management Company Limited
HDFC Asset Management Company Limited manages assets worth 436,010 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 32 equity,111 debt and 29 hybrid funds.
Index Funds
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₹ 2,355 Cr
Fund Size
10.2%
3Y returns
Large Cap
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₹ 18,274 Cr
Fund Size
4.6%
3Y returns
Large Cap
Top Ranked
₹ 18,274 Cr
Fund Size
3.5%
3Y returns
Large Cap
Top Ranked
₹ 18,274 Cr
Fund Size
3.5%
3Y returns
Mid Cap
Top Ranked
₹ 24,714 Cr
Fund Size
3.6%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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HDFC Equity Savings Fund (G) is a equity savings hybrid fund and has delivered an annualised return of 9.1% over a period of 17 years .The fund was previously known as HDFC Multiple Yield Gr.The fund is managed by HDFC Asset Management Company Limited.The fund managers are Anand Laddha, Anil Bamboli, Arun Agarwal, Chirag Dagli, Chirag Setalvad, Gopal Agrawal, Krishan Daga, Vinay Kulkarni
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. However, there is no assurance that the objective of the scheme will be realized.
The HDFC Equity Savings Fund (G) fund was launched on Sep 17, 2004. The NAV (Net Asset Value) of this equity savings hybrid as of 2021-01-22 is ₹ 41.475. The total AUM (Asset Under Management) of the fund as of 2021-01-25 is ₹ 2577.100. The category risk of the HDFC Equity Savings Fund (G) fund is Moderately High risk. The fund charges 2.06 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 67.3% in this asset class. The top three holdings of the fund are punjab national bank,syndicate bank and vedanta limited
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Short Term Bond Fund TR INR
HDFC Equity Savings Fund (G) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, HDFC Equity Savings Fund (G) has a score of 4 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.