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HYBRID•EQUITY SAVINGS

HDFC Equity Savings Fund

3 Year return

11.27%
NAV on January 01, 2026
76.289
1D Returns
+0.3%
Launched on January 2013(13 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
19.44%₹700
Total Value ₹4,300

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹5,904.03 Cr.
Expense Ratio
0.94% (inclusive of GST)
Exit Load
Upto 15% of the units may be redeemed without any exit load from the date of allotment. 1.00% - If Units are redeemed / switched-out within 1 month from the date of allotment. Nil - If Units are redeemed / switched-out after 1 month from the date of allotment.

Ratings

ARQ Rating
5

Ratings by other agencies

Value Research
4
Crisil
0
Morning Star
4

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

HDFC Mutual Fund Manager

AB

Anil Bamboli

Fund Manager since Sep 2004

AA

Arun Agarwal

Fund Manager since Aug 2020

DM

Dhruv Muchhal

Fund Manager since Jun 2023

NM

Nandita Menezes

Fund Manager since Mar 2025

SR

Srinivasan Ramamurthy

Fund Manager since Dec 2021

Fund House Details

HDFC Mutual Fund

HDFC Mutual Fund

Asset management company

AUM
₹8,93,027.76 Cr.
No. of Schemes
182
Setup Date
July 2000

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Sundaram Equity Savings Fund13.1822%
5
HSBC Equity Savings Fund14.5462%
3
Kotak Equity Savings Fund12.9229%
4.5

Schemes by HDFC Mutual Fund

List of mutual fund schemes by AMC

About HDFC Equity Savings Fund Growth Direct Plan

HDFC Equity Savings Fund Direct Plan is an open-ended equity savings scheme that is offered by HDFC Mutual Fund House. The scheme is categorised as a hybrid mutual fund scheme. The NIFTY Equity Savings Total Return Index is benchmarked against this fund.

Investment Objective of The Scheme

By investing in equities and equity-related securities, arbitrage opportunities, and debt and money market instruments, the HDFC Equity Savings Fund Direct Plan aims to offer capital appreciation. This type of fund helps to maximise investment returns while maintaining a realistic risk and reward balance because they invest in a variety of different segments. As a result, this savings plan could be seen as a good choice for traditional investors who still wish to see strong returns on their assets.

Key Features of The Fund

5-year return
11.6611%
Expense Ratio
0.94%
Fund Manager
Anil Bamboli
Fund Size
₹5904.03 Cr.
Risk Profile
Moderately High

Is This Scheme Right for Me?

If you are seeking investments and have a moderately high risk tolerance, the HDFC Equity Savings Fund Direct Plan could be the right option for you. Since investing equity is risky, having an investment horizon of 1 to 3 years can make your returns more predictable and minimise the fund's downside risk. The fund has no lock-in period and you may invest in the scheme either as SIP or lumpsum depending on your risk tolerance and investment objective. Before choosing an investment, it's crucial to take your individual financial goals into account.

AMC Contact Details

NameHDFC Mutual Fund
Launch DateJuly 2000
Address"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
Contact1800 3010 67671800 419 7676
Emailhello@hdfcfund.com
Websitehttps://www.hdfcfund.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HDFC Equity Savings Fund on January 01, 2026, is ₹76.289
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HDFC Equity Savings Fund, is ₹5904.03 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of HDFC Equity Savings Fund is 0.94%
The HDFC Equity Savings Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HDFC Equity Savings Fund is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,300 in 3Y at 11.2729% returns
SIP Date1st of every month

Your next SIP Payment will be on 2 February 2026

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