HDFC Equity Savings Fund -Direct Plan - Growth Option

HDFC Equity Savings Fund -Direct Plan - Growth Option of HDFC Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 3.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

0.28

Age

NA Years

Fund Manager

Vinay Kulkarni

AuM (Rs Crores)

7565.9453

Asset Class

Hybrid-Equity

Net Asset Value:

36.841

Rating

3

Exit Load

0.01

Bench Mark

Crisil Short-Term Bond Fund Index,Nifty 50 Arbitrage TRI,Nifty 50 TRI

Fund Type

Balanced

SEBI Category

Equity Savings

Turnover Ratio(Monthly)

253.37 %

Fund Manager Details:

Vinay Kulkarni B.Tech (IIT-Mumbai), PGDM (IIM-Bangalore) Prior to joining HDFC Mutual Fund he has worked with Tata AMC, Deutsche Mutual Fund, UTI Mutual Fund and Patni Computer Systems Ltd.

Objective:

The scheme is to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity/equity related instrument and debt/money market instruments.

Top Holdings:

  • Finance (9.81)
  • Banks (9.36)
  • Automobile (4.97)
  • Pharmaceuticals (4.96)
  • Power Generation & Distribution (4.38)
  • IT - Software (4.32)
  • Steel (4.32)
  • Refineries (3.34)
  • Infrastructure Developers & Operators (2.87)
  • Gas Distribution (1.99)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition