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HDFC Equity Fund - Growth

  • Regular
  • Direct
Category : Multi Cap Fund
Fund House : HDFC Mutual Fund
(Min ₹500 for SIP, ₹5000 for one time investment)
  • Latest (Updated on 30th Sep 2019)
    Crisil Rank
  • (Updated on 30th Jun 2019)
    Crisil Rank
  • (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank

Returns (NAV as on 11th November, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 04-Nov-19 9932.60 -0.67% - -0.38% 51/70
1 Month 11-Oct-19 10666.70 6.67% - 5.10% 11/70
3 Month 09-Aug-19 10577.20 5.77% - 8.29% 58/69
6 Month 10-May-19 10294.50 2.94% - 5.92% 53/68
YTD 01-Jan-19 10520.90 5.21% - 1.79% 53/68
1 Year 09-Nov-18 10801.50 8.02% 7.97% 8.11% 41/67
2 Year 10-Nov-17 10439.60 4.40% 2.17% 1.42% 16/43
3 Year 11-Nov-16 13449.50 34.49% 10.38% 9.48% 12/35
5 Year 11-Nov-14 14178.10 41.78% 7.23% 8.09% 19/30
10 Year 11-Nov-09 29647.60 196.48% 11.47% 11.30% 14/24
Since Inception 01-Jan-95 667076.00 6570.76% 18.39% 7.64% 3/66

SIP Returns (NAV as on 11th November, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 09-Nov-18 12000 12550.57 4.59 % 8.56 %
2 Year 10-Nov-17 24000 25383.51 5.76 % 5.48 %
3 Year 11-Nov-16 36000 40080.06 11.33 % 7.09 %
5 Year 11-Nov-14 60000 75548.29 25.91 % 9.14 %
10 Year 11-Nov-09 120000 221027.03 84.19 % 11.74 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.42% 6.67% 5.77% 2.94% -2.08% 7.97% 2.17% 10.38% 7.23%
Nifty 50 0.04% 5.38% 7.24% 5.63% 2.49% 12.48% 7.42% 12.82% 7.33%
Benchmark: Nifty 500 TRI 0.13% 5.99% 7.49% 5.34% 1.29% 9.69% 4.19% 12.20% 8.78%
Category Average 0.25% 5.10% 8.29% 5.92% 1.79% 8.11% 1.42% 9.48% 8.09%
Category Rank 13/70 11/70 58/69 53/68 53/68 41/67 16/43 12/35 19/30
Best in Category 0.90% 11.18% 14.41% 13.23% 12.47% 20.95% 8.67% 13.91% 13.50%
Worst in Category -0.19% 1.05% 2.37% -10.47% -13.26% -13.09% -5.30% 3.25% 3.84%

Best Quarters

Period This Fund Nifty 50 Nifty 500 TRI Category Average
Q2 - 2014 27.61% 13.25% 17.99% 22.19%
Q1 - 2017 14.02% 12.16% 14.17% 15.07%
Q1 - 2017 14.02% 12.16% 14.17% 15.07%

Worst Quarters

Period This Fund Nifty 50 Nifty 500 TRI Category Average
Q1 - 2018 -8.92% -2.14% -4.36% -6.8%
Q1 - 2018 -9.36% -2.14% -4.36% -6.8%
Q3 - 2019 -8.18% -3.30% -3.83% -1.53%

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