HDFC Equity Fund-Growth

At A Glance

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Net Asset Value

689.18INR

 -0.57

21 Jun 2019

YTD Return (Cumulative)
 7.08%
5 Year Return (Annualized)
 14.62%
Classification
Equity India
Manager Benchmark
Nifty 500 CR INR
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation

Growth of 10,000 INR since June, 2018 »

 HDFC Equity Fund-Growth

The Growth of 10,000 INR chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund PromoterHDFC
Portfolio ManagerHDFC Asset Management Company Limited
Launch Date01 Jan 1995
Geographical FocusIndia
Redemption Current--
Redemption Max1.00%
Redemption Min0.00%

Fees, Expenses, & Minimums

Early Redemption Fee1.00%
Regular Investments300.00
Irregular Investments1,000.00
Total Net Assets232,306.59  M INR
Total Net Assets Date31 May 2019
Annual Current Charge--
Annual Max Charge2.50%
Annual Min Charge--

Investment Strategy

To generate capital appreciation / income from a portfolio, predominantly invested in equity & equity related instruments. Under normal circumstances the asset allocation will be as follows:-Equity and Equity Related Instruments 65%-100% -Debt Securities (including securitised debt) and money market instruments 0%-35% -Units issued by REITs and InvIT 0%-10% -Non-convertible preference shares 0%-10%.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
973
Consistent Return
 
973
Capital Preservation
 
1482

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

Lipper Leaders.com

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Quick Fund Facts

This fund is not an index fund
This fund is open to new investors
This fund is not ISA eligible
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