HDFC Equity Savings Fund Growth
Medium
Risk
Other Schemes
Equity Savings
+
11.50
%
11.50
%
3Y annualised
+
0.16
%
0.16
%
1D
1M
6M
1Y
3Y
All
Fund size
3900
NAV:
Mar 7, 2024
59.992
Sector
Tech
Type
Other_schemes
Launched
Sep 2004
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
8.07
%
Future on HDFC Bank Ltd
6.14
%
State Bank of India
5.01
%
Future on Titan Co Ltd
3.66
%
Titan Co Ltd
3.63
%
ICICI Bank Ltd
3.06
%
Maruti Suzuki India Ltd
3.05
%
Future on State Bank of India
2.93
%
7.1% Govt Stock 2029
2.82
%
Future on Adani Ports & Special Economic Zone Ltd
2.7
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Months, 0.0 % if redeemed after 1.0 Months.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
HDFC Equity Savings Fund Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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