HDFC Equity Fund Direct Plan
Scheme Type
Open-ended
Scheme Category
Multi-Cap
Benchmark Type
Nifty 500 Index
Scheme AUM (in Crs.)
₹ 20133.27
Expense Ratio
1.19%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 334964
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
30 Jun 2000
Sponsor
NA
Email
cliser@hdfcfund.com
Phone
022 - 66316333
Address
Ramon House, 3rd Floor, H.T Parekh Marg,,169, Backbay Reclamation,,Churchgate, Mumbai - 400020
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
To generate capital appreciation / income from a portfolio, predominantly invested in equity & equity related instruments. There is no assurance that the
investment objective of the Scheme will be realized.
Suitability
This product is suitable for investors who are seeking
• capital appreciation over long term.
• investment predominantly in equity and equity related instruments of medium to large sized companies
Fund Analysis
Prashant Jain is someone who has watched the India market closely and believes in the long term prospects rather than near term returns. The performance is visible from the fact that it has been able to generate investor confidence since the last one and a half decade and increase its asset size to more than 21000croroes. The fund currently has also explored the midcap space with its allocation in midcap higher than the peers while not making a huge AUM size an obstacle for returns growth. There is no doubt on its long track record but it would be interesting to see how this strong fund management team is able to keep on generating alpha consistently with such a huge AUM size.
SIP/Lump Sum Calculator
Enter Investment Amount
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Investment per month for 0.5 Years
₹5,935
Portfolio Value
₹-65
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.