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HDFC Equity Fund -Direct Plan - Dividend Option

Category: Equity: Multi Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: Nifty 500 TRI
Expense Ratio: 1.4% As on (28-02-2019)
Status: Open Ended Schemes(Equity Scheme - Multi Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 20,464.91 Cr As on (28-02-2019)
Turn over: 20.24%
NAV as on


CAGR Since Inception


Nifty 500 TRI 16.73%

PERFORMANCE of HDFC Equity Fund -Direct Plan - Dividend Option

Scheme Performance (%)

Data as on - 20-03-2019

Yearly Performance (%)

Fund Managers

Mr. Prashant Jain, Mr. Rakesh Vyas

Mr. Jain is a B. Tech. from IIT Kanpur, PGDM from IIM, Bangalore and CFA from AIMR, USA. Prior to joining HDFC AMC he has worked with Zurich AMC and SBI Mutual Fund.

Investment Objective

The scheme seeks to provide long-term capital appreciation by predominantly investing in high growth companies which enjoy distinct competitive advantages & have superior financial strenghts. In order to reduce the risk of volatility, the scheme will diversify across major industries and economic sectors. The scheme will retain the flexibility to invest in the entire range of debt and money market instruments.

RETURNS CALCULATOR for HDFC Equity Fund -Direct Plan - Dividend Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.



Key Performance and Risk Statistics of HDFC Equity Fund -Direct Plan - Dividend Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Equity Fund -Direct Plan - Dividend Option 16.58 0.65 5.9 0.97 - -
Equity: Multi Cap

PEER COMPARISION of HDFC Equity Fund -Direct Plan - Dividend Option

Data as on - 20-03-2019
Scheme Name Launch
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PORTFOLIO ANALYSIS of HDFC Equity Fund -Direct Plan - Dividend Option

Asset Allocation (%)

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