HDFC Equity Savings Fund - Growth Return
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Showing Funds Performance since Sep 07, 2020
HDFC Equity Savings Fund - Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹5,533 Cr
Lock In Period
N/A
Expense Ratio
2.18
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.
Benchmark
Nifty 50 Arbitrage
HDFC Equity Savings Fund - Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.37 | -1.54 | 126.02 |
| 6M | -0.90 | 0.75 | 126.02 |
| 1Y | -0.96 | 2.90 | 126.02 |
| 3Y | 6.81 | 12.08 | 126.02 |
Portfolio Analysis
- Equity: 65.59%
- Debt: 33.18%
- Others
As on: 2026-09-30
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About Fund HDFC Equity Savings Fund - Growth
HDFC Equity Savings Fund - Growth managed by HDFC Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹5,533 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage while maintaining an expense ratio of 2.18. 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.
Fund Managers
Nandita Menezes
Ms. Nandita Menezes holds CA (ICAI, INDIA), B.Com (University of Mumbai). Prior to joining HDFC AMC, she was associated with S.V. Ghatalia & Associates LLP.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| LIC MF Equity Savings Fund Growth | 0 | 38 CR | 2.85 |
| UTI Equity Savings Fund Growth | 4 | 804 CR | 2.06 |
| HDFC Equity Savings Fund - Growth | 3 | 5,532 CR | 2.18 |
| Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 0 | 775 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundLIC MF Equity Savings Fund Growth | -1.4164 | 21.521 |
| This FundUTI Equity Savings Fund Growth | -0.2768 | 21.7197 |
| This FundHDFC Equity Savings Fund - Growth | -0.9574 | 21.8534 |
| This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth | 125.9965 | 125.9965 |
HDFC Equity Savings Fund - Growth 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 2.18. 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 : -1.37%
- 6 Months : -0.90%
- 1 Year : -0.96%
- 3 Years : 6.81%
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 ₹5,533 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.
