Hdfc Equity Savings Fund Growth

Risk: Moderately High
₹ 64.20
NAV (Oct 21,2024)

HDFC Equity Savings Fund - Growth is a popular investment option that offers potential growth opportunities. With a minimum investment of ₹100, investors can benefit from the fund's performance. The fund has an expense ratio of 1.97 and an established date of September 17, 2004. It has a PE ratio of 34.48 and a PB ratio of 5.67. With a scheme AUM of ₹3532.6, this fund provides investors with a chance to grow their wealth over time.

Hdfc Equity Savings Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Hdfc Equity Savings Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    35.89
  • P/B Ratio
    UM_URBAN_MONEY

    6.62
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.26

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.91%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 5051.74 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Moderately High

Investment Return Calculator

as on Oct 23, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,185.47 (1.85%)₹ 10,722.58 (7.23%)₹ 11,727.32 (17.27%)₹ 13,177.87 (31.78%)₹ 17,398.86 (73.99%)
₹ 30,000₹ 30,556.41 (1.85%)₹ 32,167.74 (7.23%)₹ 35,181.96 (17.27%)₹ 39,533.61 (31.78%)₹ 52,196.58 (73.99%)
₹ 50,000₹ 50,927.35 (1.85%)₹ 53,612.9 (7.23%)₹ 58,636.6 (17.27%)₹ 65,889.35 (31.78%)₹ 86,994.3 (73.99%)
₹ 80,000₹ 81,483.76 (1.85%)₹ 85,780.64 (7.23%)₹ 93,818.56 (17.27%)₹ 1,05,422.96 (31.78%)₹ 1,39,190.88 (73.99%)
₹ 1,00,000₹ 1,01,854.7 (1.85%)₹ 1,07,225.8 (7.23%)₹ 1,17,273.2 (17.27%)₹ 1,31,778.7 (31.78%)₹ 1,73,988.6 (73.99%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd8.57%
  • GOI MAT8.42%
  • TREPS Tri party Repo8.14%
  • ICICI Bank Ltd4.28%
  • United Spirits Limited4.06%
  • Titan Company Ltd2.89%
  • Axis Bank Ltd2.62%
  • State Bank of India2.55%
  • Adani Ports & Special Economic Zone2.44%
  • Larsen and Toubro Ltd2.27%
  • Ashok Leyland Ltd2.05%
  • Infosys Limited1.85%
  • Tata Motors Ltd1.70%
  • Maruti Suzuki India Limited1.59%
  • Bajaj Finance Ltd1.58%
  • Bharti Airtel Ltd1.54%
  • GOI STRIPS Mat1.51%
  • ITC Ltd1.31%
  • Bharti Telecom Limited1.29%
  • JSW Steel Ltd1.26%
  • Mahindra & Mahindra Ltd1.18%
  • Reliance Industries Ltd1.14%
  • Tata Steel Ltd1.13%
  • Hindustan Unilever Ltd1.12%
  • Sun Pharmaceutical Industries Ltd1.10%
  • National Bank for Agri & Rural Dev1.10%
  • The Tata Power Company Ltd1.09%
  • NTPC Limited1.06%
  • LIC Housing Finance Ltd0.99%
  • Indus Towers Limited0.99%
  • SMFG India Credit Company Ltd0.99%
  • Power Finance Corporation Ltd0.99%
  • HDB Financial Services Ltd0.97%
  • HCL Technologies Ltd0.97%
  • Embassy Office Parks REIT0.92%
  • Small Industries Development Bank0.90%
  • Kotak Mahindra Bank Limited0.83%
  • ONGC Petro additions Ltd OPAL Put on ONGC Ltd0.79%
  • Cholamandalam Investment & Finance Co Ltd0.70%
  • Bajaj Housing Finance Ltd0.69%
  • BROOKFIELD INDIA REAL ESTATE TRUST0.68%
  • POWERGRID Infrastructure Investment Trust0.68%
  • Cipla Ltd0.68%
  • Lupin Ltd0.67%
  • Bajaj Auto Limited0.65%
  • HDFC Life Insurance Company Limited0.63%
  • Power Grid Corporation of India Ltd0.62%
  • Pipeline Infrastructure Pvt Ltd0.60%
  • Muthoot Finance Ltd0.60%
  • Hindalco Industries Ltd0.59%
  • Gujarat Pipavav Port Ltd0.58%
  • Apollo Hospitals Enterprise Ltd0.54%
  • Kalpataru Projects International Ltd0.53%
  • Aurobindo Pharma Ltd0.53%
  • Coal India Ltd0.52%
  • Hindustan Aeronautics Limited0.46%
  • Oil & Natural Gas Corporation Ltd0.43%
  • Max Financial Services Ltd0.43%
  • Bharat Petroleum Corporation Ltd0.42%
  • Biocon Ltd0.42%
  • Chhattisgarh SDL Mat0.41%
  • Hindustan Petroleum Corp Ltd0.37%
  • Ambuja Cements Ltd0.37%
  • Greenply Industries Ltd0.36%
  • CIE Automotive India Ltd0.35%
  • Indusind Bank Ltd0.34%
  • Ipca Laboratories Ltd0.33%
  • Wipro Ltd0.32%
  • Mahindra & Mahindra Financial Services Ltd0.31%
  • Star Health and Allied Insurance Company Ltd0.31%
  • Symphony Ltd0.31%
  • BEML Limited0.30%
  • REC Limited0.27%
  • Suprajit Engineering Ltd0.26%
  • Gland Pharma Ltd0.25%
  • Bayer Cropscience Ltd0.25%
  • Paradeep Phosphates Limited0.25%
  • Ola Electric Mobility Limited0.25%
  • Net Current Assets0.24%
  • Goodyear India Ltd0.23%
  • Ashoka Buildcon Ltd0.23%
  • PVR LIMITED0.21%
  • Chemplast Sanmar Limited0.17%
  • SBI CARDS AND PAYMENT SERVICES LIMITED0.14%
  • Floating Rate GOI0.10%
  • Bank of Baroda Tier Basel III0.10%
  • Tata Capital Ltd0.10%
  • Tata Consumer Products Limited0.02%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India Equity Savings Fund - Regular Plan - GrowthInvesco India Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.42%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

10.36%

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderately High

8.75%

Mirae Asset Equity Savings Fund - Regular Plan - GrowthMirae Asset Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

8.12%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.06%

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

7.65%

Tata Equity Savings Fund - Regular Plan - GrowthTata Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

6.13%

Mahindra Manulife Equity Savings Fund - Regular Plan - GrowthMahindra Manulife Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

5.88%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

5.41%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

4.67%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India Equity Savings Fund - Regular Plan - GrowthInvesco India Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

22.09%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

20.29%

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderately High

18.88%

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

18.76%

Mirae Asset Equity Savings Fund - Regular Plan - GrowthMirae Asset Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

17.57%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

16.74%

Tata Equity Savings Fund - Regular Plan - GrowthTata Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

15.70%

Mahindra Manulife Equity Savings Fund - Regular Plan - GrowthMahindra Manulife Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

15.43%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

12.67%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

10.98%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

13.33%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

11.56%

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.36%

Baroda BNP Paribas Equity Savings Fund - Regular Plan - GrowthBaroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

9.28%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

8.82%

Mahindra Manulife Equity Savings Fund - Regular Plan - GrowthMahindra Manulife Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.48%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

8.00%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

7.43%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

7.19%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

6.99%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

13.98%

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.86%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

10.68%

Baroda BNP Paribas Equity Savings Fund - Regular Plan - GrowthBaroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

9.59%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

9.18%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

8.98%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.54%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

8.04%

PGIM India Equity Savings Fund - GrowthPGIM India Equity Savings Fund - Growth

HYBRID

Low to Moderate

7.79%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

5.49%

Show all Funds

Fund Managers

SR

Mr. Srinivasan RamamurthyFund Manager

AB

Mr. Anil BamboliSenior Fund Manager - Fixed Income

Mr. Anil Bamboli has 16 years of experience in fund management and research, Fixed Income dealing. He is with HDFC AMC from July 2003 till date. Prior to this he was Asst. Vice President in SBI Funds Management Pvt. Ltd.

AA

Mr. Arun Agarwalfund manager - Equity

Mr. Arun Agarwal having more than 9 years in Equity, Money Market More than 9 years in Equity, Money Market Internal Audit.

NM

Mr. Nirman MorakhiaFund Manager

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Compare with similar Funds

HDFC Equity Savings Fund - Growth

vs

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

HDFC Equity Savings Fund - Growth

vs

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HDFC Equity Savings Fund - Growth

vs

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

HDFC Equity Savings Fund - Growth

vs

Invesco India Equity Savings Fund - Regular Plan - Growth

HDFC Equity Savings Fund - Growth

vs

Edelweiss Equity Savings Fund - Regular Plan - Growth

HDFC Equity Savings Fund - Growth

vs

Mirae Asset Equity Savings Fund - Regular Plan - Growth

HDFC Equity Savings Fund - Growth

vs

Tata Equity Savings Fund - Regular Plan - Growth

HDFC Equity Savings Fund - Growth

vs

DSP Equity Savings Fund - Regular Plan - Growth

HDFC Equity Savings Fund - Growth

vs

Sundaram Equity Savings Fund - Growth

HDFC Equity Savings Fund - Growth

vs

LIC MF Equity Savings Fund - Growth

FAQ's

What is the risk level associated with the HDFC Equity Savings Fund - Growth?

The HDFC Equity Savings Fund - Growth is a mutual fund that is considered to have a moderately high level of risk.

What is the current NAV (Net Asset Value) of the HDFC Equity Savings Fund - Growth as of Oct 21,2024?

The current NAV of the HDFC Equity Savings Fund - Growth as of Oct 21,2024 is INR 64.20.

What are the returns generated by the HDFC Equity Savings Fund - Growth over the past 1, 3, and 5 years?

The HDFC Equity Savings Fund - Growth has delivered returns of 17.33% in 1 year, 11.50% in 3 years, and 10.74% in 5 years.

What is the expense ratio associated with the HDFC Equity Savings Fund - Growth?

The HDFC Equity Savings Fund - Growth has a 1.94% expense ratio, which is the cost of managing the fund.

What is the minimum investment amount required for the HDFC Equity Savings Fund - Growth?

The HDFC Equity Savings Fund - Growth requires a minimum investment amount of INR 100.

Is there a systematic investment plan (SIP) available for the HDFC Equity Savings Fund - Growth?

Yes, you can invest in HDFC Equity Savings Fund - Growth through a Systematic Investment Plan (SIP) with a minimum of INR 100 per month.

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