Why should you choose HDFC Equity Fund?

Mutual Fund

HDFC Equity Fund is an open ended equity fund under multi cap category. It was launched on January 01, 1995. The investment objective of HDFC Equity Fund is to provide regular income and wealth generation by primarily investing in equity related securities. But there is no guarantee on the returns expected.

HDFC Equity Fund focuses on equity stocks that include cross section of companies that is well diversified across various economic sectors, industries and market cap which helps in generating a balanced risk reward ratio. Investors can either opt for HDFC Equity Fund regular plan growth scheme or HDFC Equity Fund regular plan dividend scheme where the experienced fund managers invests in equity securities after studying the market cycle.

Investment Facts of HDFC Equity Fund

  • HDFC Equity Fund portfolio allocation mainly focuses on the entire market cap of the companies that have distinctive competitive advantage with a superior financial strength and successful on generating above average growth.
  • Investors who have high risk taking capacity in order to build wealth can opt for HDFC Equity Fund growth scheme.
  • You can opt for this mutual fund scheme investment online for a longer time period which provides a stable return along with adjusted risk because of multi cap allocation.
  • The last 3 year and 5 year return of HDFC Equity Fund growth scheme are 15.50% and 14.35% respectively.
  • The minimum amount for HDFC Equity Fund sip plan is Rs, 500.

Top 5 Sectors of HDFC Equity Fund

S.No.

Holding Name

Net Assets (in %)

1

Bank – Private

17.47

2

Bank – Public

15.26

3

IT – Software

12.66

4

Power Generation/Distribution

8.65

5

Engineering – Construction

8.55

(as on 26/04/2019)

Top 10 Holdings of HDFC Equity Fund

S.No.

Holding Name

Net Assets (in %)

1

State Bank of India

9.98

2

ICICI Bank Ltd.

9.92

3

Infosys Limited

8.81

4

Larsen and Toubro Ltd.

7.94

5

Reliance Industries Ltd.

6.18

6

HDFC Bank Ltd.

4.69

7

NTPC Limited

4.33

8

ITC Ltd.

3.72

9

Axis Bank Ltd.

2.86

10

Tata Consultancy Services Ltd.

2.69

(as on 26/04/2019)

HDFC Equity Fund Details

Launch Date- January   01, 1995

Fund Manager- Mr. Prashant Jain, Mr. Amar Kalkundrikar

Risk- Moderately High

Benchmark- NIFTY 500 Total Return Index

Return Since Launch- 18.90% 1

AUM- Rs. 22502.63  crore (as on March  31, 2019)

HDFC Equity Fund performance table is summarized below-


1-Year 

3-Year

5-Year

10-Year

Fund

10.58

15.50

14.35

18.18

S&P BSE 500 TRI 

4.43

14.72

14.10

15.50

Category 

1.91

12.87

14.79

16.57

Rank Within ategory

2

4

24

7

Number of Funds

45

42

36

27









(as on APR 26. 2019)

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