HDFC Equity Savings Fund

GrowthHybrid Equity Savings Fund

65.766

10.95%

not rated

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Total investment 36,000

Total Value Gain Return %
This Fund

41,842

5,842

10.01%

Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

  • 5,460.36 Cr.

  • Growth

  • 1.86%

  • Hybrid- Equity Savings Fund

  • Nifty 50 Arbitrage Index

  • 05 Sep 2004

  • HDFC Mutual Fund know more

Fund Managed By

Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.96% 4.60% 6.64% 8.19% 13.67% 11.84% 12.54% 9.57%
Category Average 0.23% 2.59% 4.64% 5.67% 10.46% 10.22% 10.43% 7.65%
HDFC Equity Savings Fund -0.10% 2.49% 4.68% 4.49% 10.65% 10.95% 12.49% 9.57%
Kotak Equity Savings Fund 0.18% 2.81% 4.53% 4.60% 11.66% 11.84% 11.47% 9.14%
SBI Equity Savings Fund -0.09% 3.47% 5.73% 6.15% 12.65% - - -
Mirae Asset Equity Savings Fund 0.22% 3.69% 6.64% 7.13% 11.69% 11.83% 12.55% -
Invesco India Equity Savings Fund -0.15% 3.39% 4.42% 5.41% 12.86% - - -
Edelweiss Equity Savings Fund 0.96% 3.08% 5.49% 8.19% 11.91% 11.59% 10.68% -

Fund Portfolio Details

Equity 66.69%

Debt 25.60%

Others 43.47%

Portfolio Holdings shown is as of 28 Feb 2025

Riskometer