What is the current NAV of HDFC Equity Savings Fund - IDCW Option - Direct Plan?

The current NAV (Net Asset Value) of HDFC Equity Savings Fund - IDCW Option - Direct Plan is ₹14.97. NAV is updated every business day after market close by AMFI.

What is the 1-year return of HDFC Equity Savings Fund - IDCW Option - Direct Plan?

HDFC Equity Savings Fund - IDCW Option - Direct Plan has delivered a 1-year CAGR return of -3.15% as of the latest data.

What is the 3-year CAGR of HDFC Equity Savings Fund - IDCW Option - Direct Plan?

HDFC Equity Savings Fund - IDCW Option - Direct Plan has delivered a 3-year CAGR return of 3.02%. This measures compounded annual growth over 3 years.

What is the expense ratio of HDFC Equity Savings Fund - IDCW Option - Direct Plan?

Expense ratio data for HDFC Equity Savings Fund - IDCW Option - Direct Plan is not yet available.

Who manages HDFC Equity Savings Fund - IDCW Option - Direct Plan?

HDFC Equity Savings Fund - IDCW Option - Direct Plan is managed by HDFC Mutual Fund.

What is the risk level of HDFC Equity Savings Fund - IDCW Option - Direct Plan?

HDFC Equity Savings Fund - IDCW Option - Direct Plan is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.

What is the minimum SIP amount for HDFC Equity Savings Fund - IDCW Option - Direct Plan?

You can start a SIP in HDFC Equity Savings Fund - IDCW Option - Direct Plan with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.

info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

HDFC Equity Savings Fund - IDCW Option - Direct Plan

HDFC Mutual Fund · Hybrid · Equity Savings

₹14.97

-0.01 (-0.07%) trending_down

AUM: —

NAV updated 17 days ago

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Plan

Direct

Option

Idcw

Risk

High

Expense Ratio

—

Exit Load

—

Fund Manager

—

Inception

—

Benchmark

—

Sharpe Ratio

-1.57

Std Dev (1Y)

5.98%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

+0.25%

-0.2%

-3.3%

-3.15%

+3.02%

+2.46%

10y

+2.9%

since inception

+1.78%

rate_review TopFund's Take on HDFC Equity Savings Fund - IDCW Option - Direct Plan

HDFC Equity Savings Fund - IDCW Option - Direct Plan is a Equity Savings fund from HDFC Mutual Fund. Returns have been soft relative to what the category has offered — worth checking if this is a temporary phase or a longer pattern.

Cost: Expense ratio data for this fund isn't available yet.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.57 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 5.98% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.