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Fund Overview of HDFC Equity Savings Direct Plan-Growth
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₹5,758.1 CrAUM
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₹76.47NAV
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1.27%Expense Ratio
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HybridFund Category
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.
HDFC Equity Savings Direct Plan-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.40% | NA | 2.16% |
| 6 Months | 2.99% | NA | 6.52% |
| 1 Year | 2.28% | 2.28% | 5.99% |
| 2 Years | 6.51% | 3.20% | 11.48% |
| 3 Years | 27.04% | 8.30% | 11.07% |
| 5 Years | 49.42% | 8.36% | 11.50% |
| 7 Years | 95.34% | 10.04% | NA |
| 10 Years | 147.17% | 9.47% | 9.04% |
Asset Allocation of HDFC Equity Savings Direct Plan-Growth
equities
37.03%debt instruments
25.75%other assets or cash equivalents
34.94%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 ₹5,758.1 crore as on Mon Aug 31, 2026. The expense ratio stands at 1.27%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout HDFC Equity Savings Direct Plan-Growth
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 2.28% in the last year, a total return since inception of 9.84%.
Choosing an appropriate best sip plans has a vital part in systematic investing.
Key Metrics of HDFC Equity Savings Direct Plan-Growth
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Standard Deviation5.21%
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Mean8.79%
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Sharpe Ratio0.59%
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Sortino Ratio0.72%
HDFC Equity Savings Direct Plan-Growth Fund Details
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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
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
HSBC Equity Savings Fund Direct-Growth  |
₹1,475 | -0.49% | 0.43% | 7.35% | 13.16% | 11.02% |
| HSBC Equity Savings Fund Direct-IDCW Monthly |
₹1,475 | -0.49% | 0.43% | 7.35% | 13.16% | 11.02% |
| HSBC Equity Savings Fund Direct-IDCW Quarterly |
₹1,475 | -0.49% | 0.43% | 7.35% | 13.16% | 11.02% |
| Kotak Equity Savings Fund Direct-Growth |
₹10,684 | -0.58% | 1.36% | 4.08% | 10.21% | 10.14% |
| Kotak Equity Savings Fund Direct-IDCW Monthly |
₹10,684 | -0.58% | 1.36% | 4.08% | 10.21% | 10.14% |
| HSBC Equity Savings Fund-Growth |
₹1,475 | -0.57% | 0.20% | 6.42% | 12.17% | 10.05% |
| HSBC Equity Savings Fund-IDCW Monthly |
₹1,475 | -0.57% | 0.20% | 6.42% | 12.17% | 10.05% |
| HSBC Equity Savings Fund-IDCW Quarterly |
₹1,475 | -0.57% | 0.20% | 6.42% | 12.17% | 10.05% |
| Edelweiss Equity Savings Fund Direct-Growth |
₹1,660 | -0.07% | 2.44% | 7.84% | 11.38% | 9.62% |
| Edelweiss Equity Savings Fund Direct-IDCW |
₹1,660 | -0.07% | 2.44% | 7.84% | 11.38% | 9.62% |
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 |
|---|---|---|---|---|---|---|
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HDFC Equity Savings Fund Regular-Growth
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₹5,758 | -1.04% | 0.18% | 2.51% | 1.34% | 7.30% |
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HDFC Equity Savings Direct Plan-IDCW
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₹5,758 | -0.96% | 0.40% | 2.99% | 2.28% | 8.30% |
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HDFC Equity Savings Fund Regular-IDCW
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₹5,758 | -1.04% | 0.18% | 2.51% | 1.34% | 7.30% |
growth is based on 1-month returns of the fundsHDFC Equity Savings Direct Plan-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Equity Savings Fund Direct-Growth |
₹15,795 | ₹25.15 | 6.82% | 7.41% | 7.82% |
| ICICI Prudential Equity Savings Fund-Growth |
₹15,795 | ₹23.30 | 6.33% | 6.88% | 7.17% |
| ICICI Prudential Equity Savings Fund Direct-IDCW Quarterly |
₹15,795 | ₹15.55 | 6.82% | 7.41% | 7.82% |
| ICICI Prudential Equity Savings Fund-IDCW Quarterly |
₹15,795 | ₹12.99 | 6.33% | 6.88% | 7.17% |
| Kotak Equity Savings Fund Direct-Growth |
₹10,684 | ₹30.62 | 10.21% | 10.14% | 9.90% |
| Kotak Equity Savings Fund Regular-Growth |
₹10,684 | ₹27.53 | 9.02% | 8.97% | 8.88% |
| Kotak Equity Savings Fund Direct-IDCW Monthly |
₹10,684 | ₹21.90 | 10.21% | 10.14% | 9.90% |
| Kotak Equity Savings Fund Regular-IDCW Monthly |
₹10,684 | ₹20.15 | 9.02% | 8.97% | 8.88% |
| HDFC Equity Savings Fund Regular-Growth |
₹5,758 | ₹67.57 | 7.30% | 7.37% | 8.35% |
| HDFC Equity Savings Direct Plan-Growth |
₹5,758 | ₹76.47 | 8.30% | 8.36% | 9.47% |
HDFC Equity Savings Direct Plan-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Cash Margin | Unspecified | 32.57% | ₹1,837.96 Cr |
| Cash Margin | Unspecified | 31.13% | ₹1,837.77 Cr |
| Cash Margin | Unspecified | 30.86% | ₹1,819.76 Cr |
| Cash Margin | Unspecified | 30.60% | ₹1,781.90 Cr |
| Cash Margin | Unspecified | 30.60% | ₹1,781.90 Cr |
| Cash Margin | Unspecified | 31.36% | ₹1,779.59 Cr |
| Cash Margin | Unspecified | 29.94% | ₹1,767.04 Cr |
| Cash Margin | Unspecified | 30.17% | ₹1,761.16 Cr |
| Cash Margin | Unspecified | 30.51% | ₹1,750.99 Cr |
| Cash Margin | Unspecified | 30.51% | ₹1,750.99 Cr |
| Cash Margin | Unspecified | 29.92% | ₹1,711.05 Cr |
| Cash Margin | Unspecified | 30.00% | ₹1,692.13 Cr |
| Cash Margin | Unspecified | 30.00% | ₹1,692.13 Cr |
| Cash Margin | Unspecified | 30.00% | ₹1,692.13 Cr |
| Cash Margin | Unspecified | 30.00% | ₹1,692.13 Cr |
| Cash Margin | Unspecified | 28.59% | ₹1,646.45 Cr |
| Cash Margin | Unspecified | 28.59% | ₹1,646.45 Cr |
| Cash Margin | Unspecified | 28.59% | ₹1,646.45 Cr |
| Cash Margin | Unspecified | 28.59% | ₹1,646.45 Cr |
| Cash Margin | Unspecified | 28.59% | ₹1,646.45 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| HSBC Equity Savings Fund Direct-Growth |
₹41.15 | 13.16% | 11.02% | - |
| HSBC Equity Savings Fund Direct-IDCW Monthly |
₹17.57 | 13.16% | 11.02% | - |
| HSBC Equity Savings Fund Direct-IDCW Quarterly |
₹18.39 | 13.16% | 11.02% | - |
| Kotak Equity Savings Fund Direct-Growth |
₹30.62 | 10.21% | 10.14% | - |
| Kotak Equity Savings Fund Direct-IDCW Monthly |
₹21.90 | 10.21% | 10.14% | - |
| HSBC Equity Savings Fund-Growth |
₹36.72 | 12.17% | 10.05% | - |
| HSBC Equity Savings Fund-IDCW Monthly |
₹15.36 | 12.17% | 10.05% | - |
| HSBC Equity Savings Fund-IDCW Quarterly |
₹16.48 | 12.17% | 10.05% | - |
| Edelweiss Equity Savings Fund Direct-Growth |
₹30.53 | 11.38% | 9.62% | - |
| Edelweiss Equity Savings Fund Direct-IDCW |
₹21.89 | 11.38% | 9.62% | - |
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 Mon Aug 31, 2026, HDFC Equity Savings Direct Plan-Growth manages assets worth ₹5,758.1 crore
How has HDFC Equity Savings Direct Plan-Growth performed recently?
- 3 Months: 0.40%
- 6 Months: 2.99%
What is the long-term performance of HDFC Equity Savings Direct Plan-Growth?
- 3 Years CAGR: 8.30%
- 5 Years CAGR: 8.36%
- Since Inception: 9.84%
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: 88.81%, Mid Cap: 4.83%, Small Cap: 6.36%.
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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