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HDFC Equity Savings Fund -Growth

Hybrid: Equity Savings | Open Ended Schemes

Nav : 36.671

0.59 (1.61 %)

20-09-2019

EASTERN FINANCIERS's Take:

This fund has moderate ups and downs compared to pure equity funds and can give good returns compared to fixed incoem instruments. Investment in this fund can be made for a horizon of at least 2 years or more

One Time Monthly
One Time Amount
Min Investment ₹500
Min Investment ₹5000.0

Returns (since Sep 17, 2004)

9.04%

10 Year Returns

9.05 %

Doubled Money

N/A

Sharp Ratio

1.22 %

Volatility

6.14 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HDFC Equity Savings Fund -Growth 17-09-2004 2.95 3.64 6.9 7.61 9.05
ICICI Prudential Equity Savings Fund - Cumulative option 05-12-2014 7.31 6.0 6.72 0.0 0.0
Union Equity Savings Fund - Regular Plan - Growth Option 02-08-2018 5.78 0.0 0.0 0.0 0.0
Axis Equity Saver Fund - Regular Plan - Growth 14-08-2015 5.33 5.93 7.42 0.0 0.0
PGIM India Equity Savings Fund - Growth Option 29-01-2004 4.66 5.52 5.88 8.6 7.78
Tata Equity Savings Fund -Regular Plan-Growth 26-04-1997 4.46 3.51 4.33 5.82 6.38
Kotak Equity Savings Fund - Regular - Growth 13-10-2014 4.3 5.23 7.16 0.0 0.0
Edelweiss Equity Savings Fund - Regular Plan - Growth Option 13-10-2014 4.19 5.49 6.77 0.0 0.0
SBI Equity Savings Fund - Regular Plan - Growth 01-05-2015 3.86 3.41 5.16 0.0 0.0
IDBI Equity Savings Fund Growth Option 07-03-2011 3.41 2.13 3.26 4.85 0.0

FUND DETAIL INFORMATION

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Basic Details
Fund House
HDFC Mutual Fund
Launch Date
Sep 17, 2004
Expense Ratio
1.93%
Fund Category Risk
MODERATE
Asset Size
4,909.64 Cr
Investment Details
Status
Open Ended Schemes
Minimum Investment
5000.0
Minimum Topup
1000.0
Return since Launch
9.04%
Contact Details
Fund Manager(s)
Mr. Anil Bamboli, Mr. Vinay R Kulkarni, Mr. Rakesh Vyas, Mr. Krishan Kumar Daga

PORTFOLIO ANALYSIS of HDFC Equity Savings Fund -Growth

PERFORMANCE of HDFC Equity Savings Fund -Growth

Scheme Performance (%)

Data as on - 20-09-2019

Yearly Performance (%)

RETURNS CALCULATOR for HDFC Equity Savings Fund -Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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