scripbox logo
  • right-arrow
  • Mutual Funds
    right-arrow
  • HDFC Asset Management Company Limited
    right-arrow
  • HDFC Equity Savings Fund (Growth)

Formerly HDFC Multiple Yield Gr

HDFC Equity Savings Fund (Growth)

HDFC Equity Savings Fund (Growth)

HybridEquity Savings

46.114

NAV (Jul 30)

9.8%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in equity savings mutual funds.

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

Our analysis of this fundLearn how we rate funds ->

Track Record

17 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

2,373 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 this fund
Explore a scientifically created Scripbox plan within this asset class.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only

No single fund can achieve what a plan can. Learn why

info-icon-blue

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

High Risk

Expense Ratio
2.13 %
Launched (17y ago)
Sep 17, 2004
AUM in Crores
₹ 2,373
ISIN
INF179K01AM7
Lock-in
No Lock-in
Benchmark
CRISIL Short Term Bond Fund TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
user-avatar

Anil Bamboli

Fund Manager

user-avatar

Arun Agarwal

Fund Manager

user-avatar

Gopal Agrawal

Fund Manager

user-avatar

Krishan Daga

Fund Manager

user-avatar

Sankalp Baid

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
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.

build-long-item-wealth-img

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

HDFC Hybrid Debt Fund (G)

HDFC Hybrid Debt Fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

HDFC Multi Asset fund (G)

HDFC Multi Asset fund (G)

Multi Asset Allocation

16 Years

Age

5

Track Record

Sundaram Equity Hybrid Fund (G)

Sundaram Equity Hybrid Fund (G)

Aggressive Hybrid

21 Years

Age

5

Track Record

amc-icon

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 451,798 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 29 hybrid funds.

amc-img

  • tel-amc-about
    1800 3010 6767/ 1800 419 7676 (Toll-free)
  • mail-amc-about
    cliser@hdfcfund.com
  • HDFC Index Nifty 50 fund (G)

    HDFC Index Nifty 50 fund (G)

    Index Funds

    Recommended

    Top Ranked

    ₹ 3,343 Cr

    Fund Size

    13.60%

    5 Year CAGR

    5 Y CAGR

    HDFC Mid Cap Opportunities Fund (G)

    HDFC Mid Cap Opportunities Fund (G)

    Mid Cap

    Top Ranked

    ₹ 29,507 Cr

    Fund Size

    14.90%

    5 Year CAGR

    5 Y CAGR

    HDFC Large and Mid Cap Fund (G)

    HDFC Large and Mid Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 2,526 Cr

    Fund Size

    13.40%

    5 Year CAGR

    5 Y CAGR

    HDFC Low Duration (G)

    HDFC Low Duration (G)

    Low Duration

    Top Ranked

    ₹ 26,073 Cr

    Fund Size

    7.10%

    3 Year CAGR

    3 Y CAGR

    HDFC Floating Rate Debt Wholesale Plan (G)

    HDFC Floating Rate Debt Wholesale Plan (G)

    Floater

    Top Ranked

    ₹ 18,739 Cr

    Fund Size

    7.80%

    3 Year CAGR

    3 Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About HDFC Equity Savings Fund (G)

    About HDFC Equity Savings Fund (G)

    HDFC Equity Savings Fund (G) is a equity savings hybrid fund and has delivered an annualised return of 9.5% 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 Anil Bamboli, Arun Agarwal, Gopal Agrawal, Krishan Daga, Sankalp Baid

    HDFC Equity Savings Fund (G) 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. However, there is no assurance that the objective of the scheme will be realized.

    HDFC Equity Savings Fund (G) NAV,AUM,Risk

    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 2021-07-30 is ₹ 46.114. The total AUM (Asset Under Management) of the fund as of 2021-08-02 is ₹ 2372.133. The category risk of the HDFC Equity Savings Fund (G) fund is High Risk. The fund charges 2.13 % as expense ratio.

    HDFC Equity Savings Fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 43.2% in this asset class. The top three holdings of the fund are punjab national bank,syndicate bank and vedanta limited

    HDFC Equity Savings Fund (G) SIP

    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.

    HDFC Equity Savings Fund (G) Investment volatility and Horizon

    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) Review

    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.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.

    Build Short Term Wealth

    Build Short Term Wealth

    Beat FD returns with the best debt mutual funds

    Save Taxes, Build Wealth

    Save Taxes, Build Wealth

    Top ELSS funds to save tax the smart way

    Achieve Life Goals

    Achieve Life Goals

    Customised plans for retirement, child education & more

    filter
    Show Calculator