HDFC Equity Savings Direct Plan-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 0.58%
NAV: ₹77.73 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of HDFC Equity Savings Direct Plan-Growth

  • ₹5,532.5 Cr
    AUM
  • ₹77.73
    NAV
  • 1.31%
    Expense Ratio
  • Hybrid
    Fund Category
As on Thu Nov 05, 2026
Calculate your Returns
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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HDFC Equity Savings Direct Plan-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 0.58% NA 2.16%
6 Months 3.34% NA 6.52%
1 Year 3.14% 3.14% 5.99%
2 Years 9.54% 4.66% 11.48%
3 Years 29.34% 8.96% 11.07%
5 Years 48.74% 8.26% 11.50%
7 Years 95.20% 10.03% NA
10 Years 152.68% 9.71% 9.04%
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As on Thu Nov 05, 2026

Asset Allocation of HDFC Equity Savings Direct Plan-Growth

equities

37.03%

debt instruments

25.75%

other assets or cash equivalents

34.94%
Large Cap: 89.08%
Mid Cap: 4.94%
Small Cap: 5.98%
Other: 0.00%
Top Holdings
Cash Margin
32.57%
Cash Margin
31.13%
Cash Margin
30.86%
Cash Margin
30.60%
Cash Margin
30.60%
 
Top Sectors
Unspecified
601.15%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About HDFC Equity Savings Direct Plan-Growth

HDFC Equity Savings Direct Plan-Growth is one Hybrid mutual fund offered by HDFC Mutual Fund. Launched on 01 Jan 2013, the fund aims Positive returns over medium term with low risk of capital loss over medium term. Investment in debt and money market instruments with maturity of 1 year (85%) as well as equityand equity related instruments (15%). It manages assets worth ₹5,532.5 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.31%.
The portfolio allocation consists of 37.03% in equities, 25.75% in debt instruments, 34.94% in other assets or cash equivalents.Managed by Anil Bamboli, it has delivered a return of 3.14% in the last year, a total return since inception of 9.89%.
Choosing an appropriate best sip plans has a vital part in systematic investing.

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  • Nandita Menezes

    Fund Manager

  • CA (ICAI, INDIA), B.Com (University of Mumbai)

    Manager Education

  • Dhruv Muchhal

    Fund Manager

  • Mr. Dhruv has done B.Com, CA and CFA

    Manager Education

  • Srinivasan Ramamurthy

    Fund Manager

  • Mr. Ramamurthy is an engineer by qualification from Jadavpur University and has done his MBA from IIM - Calcutta.

    Manager Education

  • Arun Agarwal

    Fund Manager

  • Mr. Agarwal is a B.Com. and Chartered Accountant

    Manager Education

  • Anil Bamboli

    Fund Manager

  • Mr. Bamboli is a CFA from Association for Investment Management and Research, U.S.A, Masters in Management Studies (Finance) and a Graduate in Cost and Works Accountant from ICWAI.

    Manager Education

Key Metrics of HDFC Equity Savings Direct Plan-Growth

  • Standard Deviation
    5.37%
  • Mean
    8.15%
  • Sharpe Ratio
    0.48%
  • Sortino Ratio
    0.58%

HDFC Equity Savings Direct Plan-Growth Fund Details

Fund Names HDFC Equity Savings Direct Plan-Growth
Inception Date 01 Jan 2013
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at moderately high risk
Category Average Annual Returns 5.99
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
HDFC Equity Savings Direct Plan-Growth Fund Returns Comparison

Compare HDFC Equity Savings Direct Plan-Growth with other mutual funds in the same category

HDFC Equity Savings Direct Plan-Growth

HSBC Equity Savings Fund Direct-Growth

HSBC Equity Savings Fund Direct-IDCW Monthly

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
HSBC Equity Savings Fund Direct-Growth trend ₹1,558 1.95% 0.84% 8.74% 13.35% 11.11%
HSBC Equity Savings Fund Direct-IDCW Monthly trend ₹1,558 1.95% 0.84% 8.74% 13.35% 11.11%
HSBC Equity Savings Fund Direct-IDCW Quarterly trend ₹1,558 1.95% 0.84% 8.74% 13.35% 11.11%
HSBC Equity Savings Fund-Growth trend ₹1,558 1.86% 0.59% 7.79% 12.35% 10.13%
HSBC Equity Savings Fund-IDCW Monthly trend ₹1,558 1.86% 0.59% 7.79% 12.35% 10.13%
HSBC Equity Savings Fund-IDCW Quarterly trend ₹1,558 1.86% 0.59% 7.79% 12.35% 10.13%
Edelweiss Equity Savings Fund Direct-Growth trend ₹1,704 1.27% 1.44% 7.27% 11.41% 9.63%
Edelweiss Equity Savings Fund Direct-IDCW trend ₹1,704 1.27% 1.44% 7.27% 11.41% 9.63%
Edelweiss Equity Savings Fund Direct-IDCW Monthly trend ₹1,704 1.27% 1.44% 7.27% 11.41% 9.63%
Kotak Equity Savings Fund Direct-Growth trend ₹10,443 1.19% -0.66% 3.11% 10.00% 9.50%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from HDFC Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
HDFC Equity Savings Fund Regular-Growth increase ₹5,532 2.98% 0.35% 2.87% 2.20% 7.94%
HDFC Equity Savings Direct Plan-IDCW increase ₹5,532 3.06% 0.58% 3.34% 3.14% 8.96%
HDFC Equity Savings Fund Regular-IDCW increase ₹5,532 2.98% 0.35% 2.87% 2.20% 7.94%
increase growth is based on 1-month returns of the funds

HDFC Equity Savings Direct Plan-Growth Calculator

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Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Equity Savings Fund Direct-Growth trend ₹14,905 ₹25.55 7.23% 7.60% 8.09%
ICICI Prudential Equity Savings Fund-Growth trend ₹14,905 ₹23.65 6.72% 7.07% 7.44%
ICICI Prudential Equity Savings Fund Direct-IDCW Quarterly trend ₹14,905 ₹15.79 7.23% 7.60% 8.09%
ICICI Prudential Equity Savings Fund-IDCW Quarterly trend ₹14,905 ₹13.19 6.72% 7.07% 7.44%
Kotak Equity Savings Fund Direct-Growth trend ₹10,443 ₹30.61 10.00% 9.50% 9.93%
Kotak Equity Savings Fund Regular-Growth trend ₹10,443 ₹27.49 8.81% 8.34% 8.91%
Kotak Equity Savings Fund Regular-IDCW Monthly trend ₹10,443 ₹20.13 8.81% 8.34% 8.91%
Kotak Equity Savings Fund Direct-IDCW Monthly trend ₹10,443 ₹21.82 10.00% 9.50% 9.93%
HDFC Equity Savings Fund Regular-Growth trend ₹5,532 ₹68.60 7.94% 7.27% 8.60%
HDFC Equity Savings Direct Plan-Growth trend ₹5,532 ₹77.73 8.96% 8.26% 9.71%
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Top funds are based on Fund AUM

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HDFC Equity Savings Direct Plan-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Cash MarginUnspecified32.57%₹1,837.96 Cr
Cash MarginUnspecified31.13%₹1,837.77 Cr
Cash MarginUnspecified30.86%₹1,819.76 Cr
Cash MarginUnspecified30.60%₹1,781.90 Cr
Cash MarginUnspecified30.60%₹1,781.90 Cr
Cash MarginUnspecified31.36%₹1,779.59 Cr
Cash MarginUnspecified29.94%₹1,767.04 Cr
Cash MarginUnspecified30.17%₹1,761.16 Cr
Cash MarginUnspecified30.51%₹1,750.99 Cr
Cash MarginUnspecified30.51%₹1,750.99 Cr
Cash MarginUnspecified29.92%₹1,711.05 Cr
Cash MarginUnspecified30.00%₹1,692.13 Cr
Cash MarginUnspecified30.00%₹1,692.13 Cr
Cash MarginUnspecified30.00%₹1,692.13 Cr
Cash MarginUnspecified30.00%₹1,692.13 Cr
Cash MarginUnspecified28.59%₹1,646.45 Cr
Cash MarginUnspecified28.59%₹1,646.45 Cr
Cash MarginUnspecified28.59%₹1,646.45 Cr
Cash MarginUnspecified28.59%₹1,646.45 Cr
Cash MarginUnspecified28.59%₹1,646.45 Cr
View More

Top Hybrid Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
HSBC Equity Savings Fund Direct-Growth increase ₹41.62 13.35% 11.11% -
HSBC Equity Savings Fund Direct-IDCW Monthly increase ₹17.53 13.35% 11.11% -
HSBC Equity Savings Fund Direct-IDCW Quarterly increase ₹18.24 13.35% 11.11% -
HSBC Equity Savings Fund-Growth increase ₹37.09 12.35% 10.13% -
HSBC Equity Savings Fund-IDCW Monthly increase ₹15.30 12.35% 10.13% -
HSBC Equity Savings Fund-IDCW Quarterly increase ₹16.31 12.35% 10.13% -
Edelweiss Equity Savings Fund Direct-Growth increase ₹30.81 11.41% 9.63% -
Edelweiss Equity Savings Fund Direct-IDCW increase ₹21.78 11.41% 9.63% -
Edelweiss Equity Savings Fund Direct-IDCW Monthly increase ₹16.75 11.41% 9.63% -
Kotak Equity Savings Fund Direct-Growth increase ₹30.61 10.00% 9.50% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

HDFC Equity Savings Direct Plan-Growth

What is the current AUM of HDFC Equity Savings Direct Plan-Growth?

As of Wed Sep 30, 2026, HDFC Equity Savings Direct Plan-Growth manages assets worth ₹5,532.5 crore

How has HDFC Equity Savings Direct Plan-Growth performed recently?

  • 3 Months: 0.58%
  • 6 Months: 3.34%

What is the long-term performance of HDFC Equity Savings Direct Plan-Growth?

  • 3 Years CAGR: 8.96%
  • 5 Years CAGR: 8.26%
  • Since Inception: 9.89%

What is the portfolio composition of HDFC Equity Savings Direct Plan-Growth?

Equity: 37.03%, Debt: 25.75%, Others: 34.94%.

Who manages HDFC Equity Savings Direct Plan-Growth?

HDFC Equity Savings Direct Plan-Growth is managed by Anil Bamboli from HDFC Mutual Fund.

What is the market-cap allocation of HDFC Equity Savings Direct Plan-Growth?

Large Cap: 89.08%, Mid Cap: 4.94%, Small Cap: 5.98%.

Which are the top companies HDFC Equity Savings Direct Plan-Growth has invested in?

  • Cash Margin – 32.57% of the fund's portfolio
  • Cash Margin – 31.13% of the fund's portfolio
  • Cash Margin – 30.86% of the fund's portfolio
  • Cash Margin – 30.60% of the fund's portfolio
  • Cash Margin – 30.60% of the fund's portfolio

Which are the major sectors HDFC Equity Savings Direct Plan-Growth focuses on?

  • Unspecified – 601.15% of the fund's portfolio
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