- Mutual Funds
- HDFC Mutual Fund
- HDFC Equity Savings Fund Regular Growth
HDFC Equity Savings Fund Regular Plan Growth
₹ 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
HDFC Equity Savings Fund Regular Growth Calculator
Investment Duration5 years
7,32,612
Total Investment2,65,508
Wealth Gained9,98,120
Total Corpus Created (₹)
With CAGR of 12.53 % in 5 yearsHistorical 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
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 |
Fund Managers
Returns Calculator Comparison
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.
Asset allocation and Holdings
Top Stock Holdings
Others
34.57%HDFC Bank Ltd.
8.27%Others
6.68%ICICI Bank Ltd.
4.15%United Spirits Ltd.
3.93%
Allocation by Sector
Financial
10.5%Energy
3.55%Automobile
3.47%Technology
3.25%Healthcare
2.8%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 5,662 cr | ||
₹ 8,940 cr | ||
₹ 10,353 cr | ||
₹ 24,854 cr | ||
₹ 9,390 cr |
About the AMC
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% |
HDFC Equity Savings Fund Regular Growth Calculator
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 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?
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