₹ 65.75
NAV (Jul 29)
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
Investment Duration5 years
7,32,612
Total Investment2,65,508
Wealth Gained9,98,120
Total Corpus Created (₹)
With CAGR of 12.53 % in 5 years₹ 65.75
NAV (Jul 29)
Last 1Y | 3.7% |
Last 3Y | 10.7% |
Last 5Y | 12.5% |
Last 10Y | 9.6% |
Since Inception | 9.4% |
6 Month CAGR | 4.9% |
The scheme seeks to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments.
Expense Ratio | 1.86 % |
Launched 20Y ago | 2004-09-17 |
AUM in Crores | 5662.6 |
ISIN | INF179K01AM7 |
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 | 0.6 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
HDFC Equity Savings Fund (G) | 9,98,120 | 2,65,508 | 12.5% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 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.
Others
34.57%HDFC Bank Ltd.
8.27%Others
6.68%ICICI Bank Ltd.
4.15%United Spirits Ltd.
3.93%Financial
10.5%Energy
3.55%Automobile
3.47%Technology
3.25%Healthcare
2.8%Fund Name | Fund Size | |
---|---|---|
₹ 5,662 cr | ||
₹ 8,940 cr | ||
₹ 10,353 cr | ||
₹ 24,854 cr | ||
₹ 9,390 cr |
HDFC Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
6.3% | 5.9% | ||
22.7% | 8.2% | ||
21.8% | 12.9% | ||
8.1% | 7.8% | ||
23.8% | 18.8% |
Investment Duration5 years
7,32,612
Total Investment2,65,508
Wealth Gained9,98,120
Total Corpus Created (₹)
With CAGR of 12.53 % in 5 yearsHDFC Equity Savings Fund Regular Plan Growth is a Equity Savings Hybrid fund and has delivered an annualised return of 9.43% over 20 years. The fund has grown over a period of 20 years. The fund is managed by HDFC Mutual Fund. The fund managers are Anil Bamboli, Arun Agarwal, Dhruv Muchhal, Nirman S. Morakhia, Srinivasan Ramamurthy, .
Nav of HDFC Equity Savings Fund as of 7/29/2025 is ₹65.75 with the total AUM as of 7/30/2025 is ₹5662.63. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Equity Savings Fund was launched on 2004-09-17. The category risk of the fund is Moderately High.
The minimum SIP amount for HDFC Equity Savings Fund Regular Plan Growth 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. Check your estimated returns on mutual funds by using sip calculator.
What is HDFC Equity Savings Fund?
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