Why should you choose HDFC Equity Fund?

Apply Personal Loan Online

Upto 40 Lacs* @ 10.99%* P.A

Enter Your Monthly Salary!

Salary should be Minimum Rs.15,000!

Salary should be Maximum Rs.10 Crore!

Enter Your Turnover!

Minimum Turnover Should Be Rs. 3Lakhs!

Your Turnover Limit Exceeded!

Enter Loan amount!

Minimum Loan amount is Rs.15,000 !

Maximum Loan amount is Rs. 75 Lakhs!

Please Enter Your Company Name

Please Enter Valid Company Name

Please Enter PAN Card No

Please Enter Valid PAN Detail

Proceed

Please Enter Your Name !

Please Enter Valid Name !

Name Must Contain Only Alphabets !

Please Enter Your Email Id

Please Enter Valid Email Id

Please Enter Your Mobile No.

Please Enter Valid Mobile No.

Invalid Mobile No.

Please Enter Your City Name

Please Enter Valid City Name

I have read and agree to the Terms of Use. By clicking on 'Proceed' I authorise FreEMI and its representative to call me or SMS me overriding my registry on DNC/NDNC. [/acceptance]

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)

Enter Loan amount!

Minimum Loan amount is Rs.15,000 !

Maximum Loan amount is Rs. 75 Lakhs!

Proceed

Enter Your Monthly Salary!

Salary should be Minimum Rs.15,000!

Salary should be Maximum Rs.10 Crore!

Enter Your Turnover!

Minimum Turnover Should Be Rs. 3Lakhs!

Your Turnover Limit Exceeded!

Proceed
Back

Please Enter Your Company Name

Please Enter Valid Company Name

Please Enter Your City Name

Please Enter Valid City Name

Proceed
Back

Please Enter PAN Card No

Please Enter Valid PAN Detail

Proceed
Back

Please Enter Your Name !

Please Enter Valid Name !

Name Must Contain Only Alphabets !

Please Enter Your Email Id

Please Enter Valid Email Id

Please Enter Your Mobile No.

Please Enter Valid Mobile No.

Invalid Mobile No.

Please Accept Terms of Use !

Back

Top