HDFC Equity Savings Fund Direct Plan
Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 6884.93
Expense Ratio
0.51%
Scheme Class
Hybrid
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):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
For units in excess of 15% of the investment, 1% will be charged for redemption within 365 days
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
To provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market 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 while generating income over medium to long term
• Provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,040
Portfolio Value
₹40
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.