HDFC Equity Savings Direct Plan-Growth is a hybrid mutual fund fund offered by HDFC Mutual Fund. The fund has an AUM of ₹5,051.75 Crores and the current NAV is ₹71.997 as of September 28, 2024.
HDFC Equity Savings Direct Plan-Growth scheme returns have been 19.86% in the last year, 40.13% in the previous three years and 242.00% since the scheme launch.
HDFC Equity Savings Fund Returns
| Period | This fund | Category average |
|---|---|---|
| 1 month | 1.5% | 1.52% |
| 3 months | 4.54% | 4.25% |
| 6 months | 8.94% | 9.34% |
| 1 year | 19.86% | 17.93% |
| 3 years | 11.9% | 10.55% |
| 5 years | 12.94% | 11.58% |
| 10 years | 11% | 9.72% |
HDFC Equity Savings Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
HDFC Bank Ltd.
|
Financial | Equity | 8.08% |
|
ICICI Bank Ltd.
|
Financial | Equity | 4.28% |
|
United Spirits Ltd.
|
Consumer Staples | Equity | 4.06% |
|
Titan Company Ltd.
|
Consumer Discretionary | Equity | 2.89% |
|
GOI
|
Sovereign | GOI Sec | 2.64% |
Sector Allocation in HDFC Index Fund
| Sector | Percentage Holding (%) | Value (₹ Cr) |
|---|---|---|
| Financial | 9.80 | ₹495.23 |
| Energy | 3.97 | ₹200.34 |
| Healthcare | 3.47 | ₹175.28 |
| Technology | 2.83 | ₹142.89 |
| Automobile | 2.52 | ₹127.42 |
| Others | 77.41 | ₹3,910.56 |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.
