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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹5,837 Cr
Lock In Period
N/A
Expense Ratio
1.88
Benchmark
Nifty 50 Arbitrage
Exit Load
In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed without any exit load from the date of allotment.Any redemption in excess of the above limit shall be subject to the following exit load: Exit load of 1.00% is payable if Units are redeemed / switched out within 30 days from the date of allotment of units.No Exit Load is payable if Units are redeemed / switched out after 30 days from the date of allotment.
Summary
Latest details for HDFC Equity Savings Fund - Growth include a ₹67.579 NAV as of Mar 02,2026 and returns since inception of 35.40%. Minimum investments start at SIP ₹100. The HDFC Equity Savings Fund - Growth AUM is ₹5,837 Cr, with a lock-in of N/A years, expense ratio of 1.88%, and benchmark Nifty 50 Arbitrage. Exit load is - In respect of each purchase / switch-in of Units, upto 15% of the units may be redeemed without any exit load from the date of allotment.Any redemption in excess of the above limit shall be subject to the following exit load: Exit load of 1.00% is payable if Units are redeemed / switched out within 30 days from the date of allotment of units.No Exit Load is payable if Units are redeemed / switched out after 30 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 1.14% returns, against a category average of -0.00% and a category best of 126.02%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.14 | -0.00 | 126.02 |
| 6M | 3.08 | 2.54 | 126.02 |
| 1Y | 9.36 | 6.73 | 126.02 |
| 3Y | 10.63 | 15.50 | 126.02 |
Portfolio Analysis
- Equity: 68.24%
- Debt: 29.53%
- Others
As on: 2026-01-31
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About Fund
HDFC Equity Savings Fund - Growth managed by HDFC Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹5,837 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 1.88. Under the expert guidance of Nandita Menezes ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBaroda BNP Paribas Equity Savings Fund Growth | 1 | 274.14 CR | 2.5 |
| This FundAxis Equity Savings Fund Growth | 1 | 904.9 CR | 2.28 |
| This FundHDFC Equity Savings Fund - Growth | 3 | 5837.48 CR | 1.88 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 0 | 775.75 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBaroda BNP Paribas Equity Savings Fund Growth | 9.8004 | 33.8947 |
| This FundAxis Equity Savings Fund Growth | 8.8632 | 34.8449 |
| This FundHDFC Equity Savings Fund - Growth | 9.3629 | 35.398 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 125.9965 | 125.9965 |
FAQs
HDFC Equity Savings Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of HDFC Equity Savings Fund - Growth is 1.88. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
HDFC Equity Savings Fund - Growth’s fund performance is as follows:
- 1 Month : 1.14%
- 6 Months : 3.08%
- 1 Year : 9.36%
- 3 Years : 10.63%
You can invest in HDFC Equity Savings Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of HDFC Equity Savings Fund - Growth is ₹5,837 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in HDFC Equity Savings Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500