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HDFC Equity Savings Fund -GROWTH

Category: Balanced Funds Equity Savings
Launch Date: 17-09-2004
Asset Class: Mixed Asset
Benchmark: Not Available
Expense Ratio: 2.27% As on (30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,045.87 Cr As on (30-09-2017)
Turn over: 73.94
NAV as on 16-02-2018

34.879

-0.13 (-0.3727%)

CAGR Since Inception

9.75%

PERFORMANCE of HDFC Equity Savings Fund -GROWTH

Scheme Performance (%)

Data as on - 16-02-2018

Yearly Performance (%)

Fund Managers

Mr. Anil Bamboli, Mr. Vinay R Kulkarni, Mr. Rakesh Vyas, Mr. Krishan Kumar Daga

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. Prior to joining HDFC AMC he has worked with SBI Fund Management for 11 years.

Investment Objective

The scheme aims to generate positive returns over medium time frame with low risk of capital loss, by investing primarily in fixed income securities and balance in equity and equity related instruments.

RETURNS CALCULATOR for HDFC Equity Savings Fund -GROWTH

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.

Riskometer

riskometer

Key Performance and Risk Statistics of HDFC Equity Savings Fund -GROWTH

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Equity Savings Fund -GROWTH 6.14 1.22 8.28 0.59 7.21 2.0
Balanced Funds Equity Savings - - - - - -

PEER COMPARISION of HDFC Equity Savings Fund -GROWTH

Period
Data as on - 16-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Equity Savings Fund -Growth 17-09-2004 10.84 18.24 10.43 10.85 9.91
Reliance Equity Savings Fund- Growth Plan- Growth Option 30-05-2015 12.32 13.74 0.0 0.0 0.0
Edelweiss Equity Savings Advantage Fund - Regular Plan - Growth Option 13-10-2014 12.01 11.31 7.01 0.0 0.0
Kotak Equity Savings Fund - Regular - Growth 13-10-2014 10.69 11.3 7.99 0.0 0.0
SBI Equity Savings Fund - Regular Plan - Growth 27-05-2015 10.59 12.07 0.0 0.0 0.0
Principal Equity Savings Fund - Growth Option 23-05-2002 10.01 11.11 6.82 7.16 6.91
DSP BlackRock Equity Savings Fund - Regular Plan - Growth 28-03-2016 9.68 0.0 0.0 0.0 0.0
L&T Equity Savings Fund - Regular Plan - Growth 18-10-2011 9.57 10.99 6.67 9.29 0.0
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth 28-11-2014 8.45 13.28 7.85 0.0 0.0
DHFL Pramerica Equity Income Fund - Growth Option 29-01-2004 8.03 9.07 7.71 9.69 7.55

PORTFOLIO ANALYSIS of HDFC Equity Savings Fund -GROWTH

Asset Allocation (%)

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