|Fund Type||Open Ended|
|Asset Size(Cr)||21621.14 (As on Feb 28, 2018)|
|Fund Manager||Prashant Jain (14.8)|
|Min SIP Investment||500|
|Min Addl Investment||1000|
|Exit Load||1% for 365 days|
|Period||Returns(%)||Benchmark Returns (%)|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
- All the returns are calculated as against the performance of Nifty Free Float Midcap 100.
- The benchmark for the funds falling in small- and mid-cap category is Nifty Free Float Midcap 100.
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|HDFC Equity Fund (G)||
||6.72 %||8.74 %||16.19 %|
|ICICI Prudential Value Discovery Fund (G)||
|DSP BlackRock Equity Opportunities Fund (G)||
|SBI Magnum Multi-Cap Fund (G)||
|Aditya Birla Sun Life Equity Advantage Fund (G)||
|Tata Equity P/E Fund (G)||
|Period||Returns (%)||BSE 200 (%)|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
HDFC Equity Fund is a diversified equity scheme which is managed by the expert fund managers of HDFC Mutual Fund since 1995. With effect from June 27, 2014, the HDFC Focused Large-Cap Fund has been merged with this fund Fund making it one of the best schemes in the mutual fund industry.
The scheme is ranked ‘Fourth’ in the ‘Diversified Equity’ category by CRISIL for the quarter which ended in December 2016. The investors seeking capital appreciation over a long-term period and want to invest predominantly in the equity stocks of the mid- and large-cap companies should prefer this plan for their portfolio. Here our fund analysts have evaluated a brief synopsis of the scheme to help the investors decide whether this fund is suitable for them or not.
It is an open-ended scheme falling in the diversified equity category of mutual fund investment plans and aims to provide capital appreciation in the long run. It was launched on January 01, 1995, and since then an outperformer in its category with aggregate returns of 19.53% until now. The minimum amount of investment in the scheme is Rs. 5000 for making a lump sum purchase while for purchasing a SIP, the minimum amount of Rs.500 is payable.
HDFC Mutual Fund is one of the best AMCs in India, and this equity growth plan is one of the best from this fund house. It is highly cost effective as there is no entry load for buying the scheme. In the case of redemption, nil exit load is applicable if the funds are redeemed after one year, else 1% exit load is chargeable. As we know that equity investments are made for a longer tenure, these loads do not affect one’s decision criterion. NAV of HDFC Equity Fund amounts to Rs.528.304 as on March 22, 2017. This shows the per-unit market price of the scheme which helps in evaluating the net investment values of the current investors, and on the flip side, lets the new investors know how many units will be allotted to them.
The scheme is an outperformer in its category since inception and has gained a remarkable position as of now. The returns offered by the scheme are commendable which have helped many investors in gaining superior profits to create wealth. The absolute annual returns of the scheme have reached up to 53.6% in the year 2014, and in the year 2016 they were 6.5%.
The annualised returns of the scheme for three- and five-year investments are 18.5 and 15.40 percent respectively. This shows that the scheme has the potential to grow investors’ money into wealth.
With an AUM amounting to Rs.17,381.98 crore as on February 28, 2017, the scheme has made well-diversified allotment of the funds. The majority of the assets, i.e., around 98% has been invested in the equity stocks of the companies. The remaining has been put in the cash & call and debt instruments to ensure stability in income. The sector allocation graph of the scheme depicts that the majority of the funds have been parked in the financial, energy, automobile, technology, and diversified industries. These ensure higher profits for the investors.
The top holdings of the scheme include ICICI Bank, State Bank of India, Larsen & Toubro, Infosys, Maruti Suzuki India, and Tata Steel. Hence, it can be concluded here that the scheme has a high-worth portfolio which assures productive returns for the investors over a period of time.
So if you too find HDFC Equity Fund favourable for your portfolio and want to make an investment in this plan, then our fund analysts will help you in the same. They will not only assist you in making the best mutual fund investment online in a convenient manner but will also help you in managing your finances for further investment to make your future financially secure. You must avail our free investing services to let your money work for you in an efficient manner.