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  • HDFC Equity Savings Fund (Growth)

Formerly HDFC Multiple Yield Gr

HDFC Mutual Funds

HDFC Equity Savings Fund (Growth)

HybridEquity Savings

Top Ranked

50.282

NAV (Feb 01)

7.2%
5 Year CAGR
Scripbox Opinion
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 ->

Fund Size

Category Leader

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

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

50.282

NAV (Feb 1)

Fund Returns

Last 1Y

4%

Last 3Y

10.3%

Last 5Y

7.2%

Last 10Y

9.2%

Since Inception

9.2%

6 Month CAGR

3.8%

Scheme Information

Investment Objective

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.

Expense Ratio

2.04

Launched (19y ago)

Sep 17, 2004

AUM in Crores

2614.742

ISIN

INF179K01AM7

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

9.7

Standard Deviation (5yr)

8.1

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.641

Sharpe Ratio (5yr)

0.323

YTM

7.14

Fund Managers

Arun Agarwal

Fund Manager

Krishan Daga

Fund Manager

Priya Ranjan

Fund Manager

Srinivasan Ramamurthy

Fund Manager

Anil Bamboli

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Equity Savings Fund (Growth)70%871,983 139,3717.2%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 and Holdings

Last updated on 2023-02-01

Top Stock Holdings

cash offset for derivatives

30.1%
30.1%

treps - tri-party repo

7.3%
7.3%

state bank of india

5.3%
5.3%

7.1% govt stock 2029

4.2%
4.2%

reverse repo

4%
4%
See all holdings

Allocation by Sector

financial services

20.3%
20.3%

industrials

10.9%
10.9%

consumer cyclical

8.1%
8.1%

healthcare

5.9%
5.9%

basic materials

5.7%
5.7%
See all sectors

Compare HDFC Equity Savings Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,281 cr

₹ 2,750 cr

₹ 422 cr

₹ 3,294 cr

₹ 949 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 493,975 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,121 debt and 23 hybrid funds.

amc-img

  • 1800 3010 6767/ 1800 419 7676 (Toll-free)
  • cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    HDFC Gold Fund (G)
    HDFC Gold Fund (G)

    10.6%

    5.2%

    5.8%

    7.7%

    3.7%

    5.8%

    6.3%

    5.8%

    9.7%

    6.2%

    HDFC Equity Savings Fund (G) Review

    HDFC Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 9.2% over a period of 18 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 Anil Bamboli, Arun Agarwal, Krishan Daga, Priya Ranjan, Srinivasan Ramamurthy.

    Nav of HDFC Equity Savings Fund (G) as of 2/1/2023 is ₹50.28 with the total AUM as of 2/2/2023 is ₹2614.742. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Equity Savings Fund (G) was launched on Sep 17, 2004. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for HDFC Equity Savings Fund (G) 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 (G)?

    HDFC Equity Savings Fund (G) is a Equity Savings Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

    How to invest in HDFC Equity Savings Fund (G)?

    You can invest in HDFC Equity Savings Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

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

    The minimum sip amount for HDFC Equity Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is HDFC Equity Savings Fund (G) good to invest in?

    As per Scripbox experts, HDFC Equity Savings Fund (G) is a Top Ranked fund. You can investHDFC Equity Savings Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the HDFC Equity Savings Fund (G)?

    The expense ratio of the HDFC Equity Savings Fund (G) is 2.04% for regular plan.