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Asset Size:5422Cr
Expense Ratio:1.96%
Fund Manager(s):Anil Bamboli,Vinay Kulkarni,Rakesh Vyas,Krishan Daga,
5year Returns:8.09%

check

HDFC Equity Savings Fund Growth

HDFC       

Balanced Equity
Equity Savings

Nav : 36.813 ( -0.43%) July 19th, 2019

People currently viewing this : 1

Rank (of 245)

10

Annualized Returns(5 yrs)

8.09%

Investment Horizon

1-3 Yr

Doubled Money

8yrs 10m

Returns since September 17th, 2004

9.18%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

39.7L

Projected Maturity Amount

96.9L

HDFC     

Balanced Equity
Equity Savings

Nav : 36.813 ( -0.43%) July 19th, 2019

People currently viewing this : 1

Upwardly's Take :

These funds can invest only upto 65% in equity or equity related instruments. Investors looking for limited exposure to equity should invest in this fund. Invest with a short to medium term horizon. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with 1 of 3 years horizon for your short term goals like Vacation, Home purchase etc

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

39.7L

Projected Maturity Amount

96.9L

Rank (of 245)

10

Annualized Returns(5 yrs)

8.09%

Investment Horizon

1-3 Yr

Doubled Money

8yrs 10m

Returns since September 17th, 2004

9.18%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

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

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
HDFC
Launch Date
September 17th, 2004
Expense Ratio
1.96%
Fund Category Risk
Moderate
Std Dev (1Yr)
5.17
Std Dev (3Yr)
4.984
Std Dev (5Yr)
5.584
Asset Size
5422Cr
Investment Details
Investment Plan
Growth
Return since Launch
9.18 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
YTM
8.63327 %
Modified Duration
1.57
Contact Details
Phone No.
+91 22 66316333