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HDFC Equity Savings Fund Growth

Balanced Equity | Equity Savings

Nav : 35.054 ( 0.39%) October 16th, 2018

Rank (of 245)

18

Annualized Returns

10.08%

Investment Horizon

1-3 Yr

Doubled Money

7yrs 3m

Returns since September 17th, 2004

9.32%

One Time

Monthly

Min Investment ₹500


Balanced Equity | Equity Savings

Nav : 35.054 ( 0.39%) October 16th, 2018

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

One Time

Monthly

Min Investment ₹500


Rank (of 245)

18

Annualized Returns

10.08%

Investment Horizon

1-3 Yr

Doubled Money

7yrs 3m

Returns since September 17th, 2004

9.32%

FUND PERFORMANCE

Fund's historical return with Fixed Deposit


1,00,000 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
2.29%
Fund Category Risk
Moderate
Std Dev (1Yr)
4.813 %
Std Dev (3Yr)
6.436 %
Std Dev (5Yr)
5.781 %
Asset Size
7157Cr
Investment Details
Investment Plan
Growth
Return since Launch
9.32 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
YTM
8.32819 %
Modified Duration
1.36
Contact Details
Phone No.
+91 22 66316333