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HDFC Equity Savings Fund - IDCW Option - Direct Plan
HDFC Mutual Fund · Hybrid · Equity Savings
₹15.14
AUM: —
NAV updated 23 days ago
Plan
Direct
Option
Idcw
Risk
High
Sharpe Ratio
-1.25
Std Dev (1Y)
5.83%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.53%
3m
+1.36%
6m
-1.23%
1y
-1.75%
3y
+2.57%
5y
+2.11%
10y
+2.39%
since inception
+1.86%
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 -1.25 — 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 5.83% is on the lower side for a Equity Savings fund, 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.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about HDFC Equity Savings Fund - IDCW Option - Direct Plan
The current NAV (Net Asset Value) of HDFC Equity Savings Fund - IDCW Option - Direct Plan is ₹15.14. NAV is updated every business day after market close by AMFI.
1Y: -1.75% · 3Y CAGR: 2.57% · 5Y CAGR: 2.11%
Expense ratio data for HDFC Equity Savings Fund - IDCW Option - Direct Plan is not yet available.
HDFC Equity Savings Fund - IDCW Option - Direct Plan is managed by HDFC Mutual Fund.
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.
Yes, HDFC Equity Savings Fund - IDCW Option - Direct Plan is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
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.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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