Riskometer
Riskometer
Value Research Rating
As on 22-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
HDFC Equity Savings Fund - Direct Plan
|
Moderately High
|
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1.11 |
|||
Low to Moderate
|
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0.45 |
||||
Moderate
|
Please wait... |
0.92 |
||||
Moderately High
|
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0.42 |
||||
Moderately High
|
Please wait... |
0.67 |
1 min read•By News Desk
1 min read•By News Desk
HDFC Equity Savings Fund - Direct Plan invests about a third of your money each in equity shares, bonds and arbitrage opportunities, though these proportions may vary a bit.
Mutual funds can be bought directly from the website of the fund house. For instance, HDFC Equity Savings Fund - Direct Plan fund can be purchased from the website of HDFC Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of HDFC Equity Savings Fund - Direct Plan is ₹60.0760 as of 23-Sep-2023.
The AUM of HDFC Equity Savings Fund - Direct Plan Fund is ₹2,978 Cr as of 31-Aug-2023
The riskometer level of HDFC Equity Savings Fund - Direct Plan is Moderately High. See More
Company | Percentage of Portfolio |
---|---|
4.60
|
|
4.30
|
|
3.65
|
|
3.62
|
|
3.34
|
As of 31-Aug-2023, HDFC Equity Savings Fund - Direct Plan had invested 36.37% in Cash & Cash Eq., 35.62% in Equity, 24.77% in Debt and 3.24% in Real Estate See More
HDFC Equity Savings Fund - Direct Plan is 10 years 8 months old. It has delivered 10.27% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
10.99%
|
15.33%
|
9.88%
|
9.98%
|
10.84%
|
10.27%
|
The minimum SIP amount of HDFC Equity Savings Fund - Direct Plan is ₹100.
No, There is no lock in period in HDFC Equity Savings Fund - Direct Plan.
The expense ratio of HDFC Equity Savings Fund - Direct Plan is 1.11%.
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