Hybrid | Equity Savings Fund
3Y Returns
3.91%
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
1.2%
Fund Size
₹2611 Cr
Inception Date
01-Jan-13
Fund Manager
Srinivasan Ramamurthy
Exit Load
NIL upto 15% of investment and 1% in excess of 15% of investment on or before 1M, NIL after 1M.
Interest Rate Sensitivity
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Portfolio Credit Quality
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
67.19%
Debt & Others
32.81%
Market Cap Allocation
Large Cap
57.90%
Mid Cap
4.64%
Small Cap
4.30%
Other Cap
33.16%
Investment Objective
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.
Fund House Detail
AMC Name
HDFC Asset Management Company Limited
Address
HDFC House, 2nd floor, H.T. Parekh Marg,165-166 Backbay Reclamation, ChurchgateMumbai - 400 020
Kotak Equity Savings Fund - Direct Plan - Growth
1Y
18.49%
3Y
11.9%
5Y
12.19%
Invesco India Equity Savings Fund - Direct Growth
1Y
22.85%
3Y
10.95%
5Y
11.26%
Uti Equity Savings Fund - Direct Growth Plan - Growth
1Y
15.85%
3Y
10.81%
5Y
11.99%
Hdfc Equity Savings Fund - Direct Plan - Growth Option
1Y
17.93%
3Y
10.69%
5Y
12.19%
Sbi Equity Savings Fund - Direct Plan-Growth
1Y
16.67%
3Y
10.64%
5Y
11.93%
Mirae Asset Equity Savings Fund Direct Growth
1Y
18.29%
3Y
10.31%
5Y
13%
Dsp Equity Savings Fund - Dir - Growth
1Y
18.74%
3Y
10.29%
5Y
11.29%
Edelweiss Equity Savings Fund - Direct Plan Growth
1Y
17.12%
3Y
10.27%
5Y
11.76%
Baroda Bnp Paribas Equity Savings Fund Direct Growth
1Y
17.86%
3Y
10.03%
5Y
10.2%
Mahindra Manulife Equity Savings Fund - Direct - Growth
1Y
17.03%
3Y
9.6%
5Y
13.1%
Tata Equity Savings Fund Direct Plan Growth
1Y
16.72%
3Y
9.29%
5Y
10.35%
Axis Equity Saver Fund Direct Growth
1Y
18.67%
3Y
9.25%
5Y
11.25%
Icici Prudential Equity Savings Fund Direct Plan Cumulative
1Y
10.77%
3Y
9.03%
5Y
8.74%
Nippon India Equity Savings Fund- Direct Plan-Growth
1Y
13.21%
3Y
8.4%
5Y
6.47%
Franklin India Equity Savings Fund - Direct Growth
1Y
12.08%
3Y
7.81%
5Y
10.07%
Bandhan Equity Savings Fund-Direct Plan-Growth
1Y
11.22%
3Y
7.64%
5Y
9.1%
Union Equity Savings Fund Direct Plan - Growth
1Y
13.47%
3Y
7.35%
5Y
8.84%
Pgim India Equity Savings Fund - Direct Plan - Growth - Growth
1Y
10.16%
3Y
6.76%
5Y
8.36%
Aditya Birla Sun Life Equity Savings Fund - Growth Direct
1Y
11.07%
3Y
6.51%
5Y
9.38%
Lic Equity Savings Fund - Direct Plan - Growth
1Y
NA
3Y
2.82%
5Y
6.43%
Hsbc Equity Savings Fund Direct Plan - Growth
1Y
NA
3Y
1.2%
5Y
6.38%
Sundaram Equity Savings Fund - Direct Plan Growth
1Y
20.11%
3Y
NA
5Y
NA
BSE Member code: 58371
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