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HDFC Equity Savings Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Equity Savings
Fund House : HDFC Mutual Fund

Returns (NAV as on 13th November, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 06-Nov-19 9930.50 -0.70% - -0.27% 22/24
1 Month 11-Oct-19 10164.60 1.65% - 2.08% 19/24
3 Month 13-Aug-19 10318.60 3.19% - 3.98% 17/23
6 Month 13-May-19 10335.10 3.35% - 4.76% 18/22
YTD 01-Jan-19 10518.00 5.18% - 3.42% 20/22
1 Year 13-Nov-18 10621.30 6.21% 6.21% 7.86% 15/19
2 Year 13-Nov-17 11022.10 10.22% 4.99% 5.25% 10/16
3 Year 11-Nov-16 12797.10 27.97% 8.55% 7.41% 4/15
5 Year 13-Nov-14 15263.40 52.63% 8.82% 7.46% 2/9
Since Inception 01-Jan-13 18799.00 87.99% 9.63% 7.14% 3/24

SIP Returns (NAV as on 13th November, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 13-Nov-18 12000 12390.77 3.26 % 6.06 %
2 Year 13-Nov-17 24000 25336.6 5.57 % 5.29 %
3 Year 11-Nov-16 36000 39547.56 9.85 % 6.19 %
5 Year 13-Nov-14 60000 74774.73 24.62 % 8.73 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.39% 1.65% 3.19% 3.35% 1.40% 6.21% 4.99% 8.55% 8.82%
Nifty 50 -0.61% 4.74% 8.37% 6.21% 1.86% 11.89% 7.61% 12.56% 7.21%
Benchmark: Nifty 50 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Category Average -0.24% 2.08% 3.98% 4.76% 3.42% 7.86% 5.25% 7.41% 7.46%
Category Rank 17/24 19/24 17/23 18/22 20/22 15/19 10/16 4/15 2/9
Best in Category 0.02% 3.24% 6.22% 7.38% 6.33% 11.47% 8.52% 9.90% 9.63%
Worst in Category -0.63% 0.00% -2.65% -4.03% -7.99% -4.52% -1.99% 3.87% 6.00%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2017 8.12% 12.16% 12.85% 5.44%
Q3 - 2016 7.37% 3.40% 4.42% 4.15%
Q4 - 2017 4.17% 5.84% 6.61% 3.34%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2018 -1.23% -2.14% -2.77% -0.52%
Q3 - 2019 -1.60% -3.30% -2.88% 0.85%
Q4 - 2018 0.72% -1.32% -0.78% 0.8%

Forum

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