HDFC Mutual Funds

HDFC Equity Savings Fund Regular Plan Growth

₹ 65.75

NAV (Jul 29)

12.53%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within 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

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Satisfactory

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

Fund Size

Category Leader

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

View all 7 analysis

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HDFC Equity Savings Fund Regular Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

2,65,508

Wealth Gained

9,98,120

Total Corpus Created (₹)

With CAGR of 12.53 % in 5 years

Historical NAV

₹ 65.75

NAV (Jul 29)

Fund Returns

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%

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
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
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Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Equity Savings Fund (G)70%9,98,120 2,65,50812.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-31

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%
See all holdings
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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%
See all sectors
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comparison

Comparison with Hybrid Funds

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About the AMC

HDFC Mutual Fund

HDFC Asset Management Company was started in the year 1999. Initially it was setup as a joint venture between HDFC and Standard Life Investment Limited (SLI) but subsequently thereafter in August 2018 it carried out its first public offering and became a puclic listed company. The Compnay presently has about 210 branches countrywide and about 70 thousand empaneled distribution networks.amc-img
Fund NameScripbox Opinion
Till Date CAGR

6.3%

5.9%

22.7%

8.2%

21.8%

12.9%

8.1%

7.8%

23.8%

18.8%

HDFC Equity Savings Fund Regular Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

2,65,508

Wealth Gained

9,98,120

Total Corpus Created (₹)

With CAGR of 12.53 % in 5 years

HDFC Equity Savings Fund Regular Plan Growth Review

HDFC 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.

Frequently Asked Questions

What is HDFC Equity Savings Fund?

How to invest in HDFC Equity Savings Fund?

What is the minimum sip amount of HDFC Equity Savings Fund?

Is HDFC Equity Savings Fund Regular Plan good to invest in?

What is the expense ratio of the HDFC Equity Savings Fund Regular Plan Growth?

What is the NAV of HDFC Equity Savings Fund?

HDFC Equity Savings Fund Regular Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

2,65,508

Wealth Gained

9,98,120

Total Corpus Created (₹)

With CAGR of 12.53 % in 5 years