₹ 4,306.53 Cr
1.93%
NIFTY Equity Savings TRI
INF179K01AM7
100.0
100.0
500
Anil Bamboli, Arun Agarwal, Srinivasan Ramamurthy, Nirman S. Morakhia, Dhruv Muchhal
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
HDFC Equity Savings Fund - GROWTH PLAN | 17.95 | 10.74 | 10.71 |
Benchmark | - | - | - |
Equity
Debt
Others
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.
Company | Holdings (%) |
---|---|
Others | 34.94 |
HDFC Bank Ltd. | 8.51 |
Others | 5.01 |
United Spirits Ltd. | 3.65 |
ICICI Bank Ltd. | 3.55 |
Maruti Suzuki India Ltd. | 3.12 |
Titan Company Ltd. | 2.99 |
Axis Bank Ltd. | 2.84 |
7.18% GOI 14/08/2033 | 2.72 |
Adani Ports and Special Economic Zone Ltd. | 2.65 |
Sector | Holdings (%) |
---|---|
Others | 41.4 |
Financial | 19.39 |
Sovereign | 10.69 |
Energy | 5.12 |
Communication | 4.26 |
Construction | 3.45 |
Healthcare | 3.01 |
Technology | 2.48 |
Automobile | 2.2 |
Capital Goods | 1.76 |
Scheme Name | 5Y (%) |
---|---|
HDFC Equity Savings Gr | 10.71 |
HSBC Equity Savings Fund Reg Gr | 12.35 |
Invesco India Equity Savings Reg Gr | 9.2 |
Kotak Equity Savings Reg Gr | 11.3 |
Sundaram Equity Savings Fund Gr | 10.36 |
SBI Equity Savings Reg Gr | 11.1 |
Mahindra Manulife Equity Savings Reg Gr | 11.16 |
Axis Equity Saver Reg Gr | 9.74 |
Mirae Asset Equity Savings Reg Gr | 11.94 |
UTI Equity Savings Reg Gr | 10.81 |