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HDFC Equity Fund

HDFC Equity Fund is an open-ended multi cap scheme which invests across large cap, mid cap and small cap stocks. It is offered by HDFC AMC. HDFC Mutual Fund is the leading Mutual Fund investment company in India. The primary purpose of this fund is to invest in companies spanning the entire market capitalization that

  1. Are likely to achieve above average growth
  2. Have superior financial health
  3. Have distinct competitive advantage. Note: All information has been sourced from the official website of HDFC AMC.

Features of HDFC Equity Fund

The features of this fund are:

  • Investment Objective: To generate capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.
  • Product Labeling: This fund is suitable for investors seeking:

    • To generate long/term capital appreciation/income
    • Investment predominantly in equity and equity related instruments.

This fund has a quarter of its portfolio in mid-cap stocks and the remainder in large cap stocks. The portfolio is branched across key sectors such as Banks, I.T., Industrial Capital Goods and Power stocks). High preference is given to sturdy and emergent entities which perform well even in times of financial stress.

Fund has 99.57% investment in Indian stocks of which 84.68% is in large cap stocks, 10.73% is in mid cap stocks, 4.14% in small cap stocks.

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Statistics of HDFC Equity Fund

Name HDFC Equity (HEF)
Type of Scheme Open-ended Growth Scheme
Investment Objective To achieve capital appreciation.
Benchmark Index NIFTY 500 TRI
Loads
  • Entry Load: Not Applicable
  • Exit Load: An Exit Load of 1.00% is payable if Units are redeemed/switched-out within 1 year from the date of allotment.
  • No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment. No Entry / Exit Load shall be levied on bonus units and units allotted on dividend reinvestment.
    Minimum Application Amount
  • Purchase: Rs. 5,000 and any amount thereafter.
  • Additional Purchase: Rs. 1,000 and any amount thereafter .
  • Plans/Options The Scheme offers Regular Plan and Direct Plan. Each Plan offers following Options:
  • Growth Option and
  • Dividend Option with Payout and Reinvestment facility.
  • Transaction Charges
  • For first time investors
  • First Time Mutual Fund Investor Transaction Charge of Rs. 150/per purchase/subscription of Rs. 10,000/- and above will be deducted from the purchase/subscription amount for payment to the distributor.
  • For investor other than first time mutual fund investor
  • Transaction Charge of Rs. 100/per purchase/ subscription of Rs. 10,000/- and above will be deducted from the purchase/subscription amount for payment to the distributor.
  • For SIP
  • If the total commitment of investment (i.e. amount per SIP installment x No. of installments) amounts to Rs. 10,000 or more, Transaction Charges shall be deducted in 3-4 installments.
    Fund Manager Mr. Prashant Jain (Since June 20, 2003) Mr. Amar Kalkundrikar (Since January 10, 2019)
    Risk Moderately High
    NAV 620.928
    AUM 21621.63 Cr
    Expense Ratio 1.83%
    3 Yr Return Rate 7.26%
    5 Yr Return Rate 6.34%
    10 Yr Return Rate 11.71%
    Lock-in Period Nil

    HDFC Equity Fund Performance

    Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns
    1 Week 11-Sep-19 9835.40 -1.65% -
    1 Month 16-Aug-19 9838.90 -1.61% -
    3 Month 18-Jun-19 9083.30 -9.17% -
    6 Month 18-Mar-19 9343.30 -6.57% -
    YTD 01-Jan-19 9793.00 -0.28 -
    1 Year 18-Sep-18 9757.60 -3.98 -2.42%
    2 Year 18-Sep-17 10233.80 -2.07% 1.16%
    3 Year 16-Sep-16 12344.10 -2.42% 7.26%
    5 Year 18-Sep-14 13600.90 2.34% 6.34%
    10 Year 18-Sep-09 30287.10 23.44% 11.71%
    Since Inception 01-Jan-95 620928.00 202.87% 18.17%

    SIP Performance

    Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
    1 Year 18-Sep-18 12000 11617.75 -3.19 % -5.83 %
    2 Year 18-Sep-17 24000 23673.94 -1.36 % -1.31 %
    3 Year 16-Sep-16 36000 37687.85 4.69 % 2.99 %
    5 Year 18-Sep-14 60000 70693.34 17.82 % 6.49 %
    10 Year 18-Sep-09 120000 208890.73 74.08 % 10.68 %

    Top Holdings of HDFC Equity Fund

    Top Holdings Weightage
    Infosys Ltd 10.05%
    ICICI Bank Ltd 9.71%
    Larsen & Toubro Ltd 8.52%
    State Bank of India 8.24%
    Reliance Industries Ltd 5.61%
    HDFC Bank Ltd 4.83%
    NTPC Ltd 4.33%
    ITC Ltd 4.06%
    Tata Consultancy Services Ltd 3.68%
    Bharat Petroleum Corp Ltd 3.13%

    Why Invest in HDFC Equity Fund?

    HDFC Equity Fund is a good investment option. If you are looking for a mutual fund for wealth creation, this fund is an excellent choice. This scheme primarily invests in equity and equity related instruments. In the past, the fund has been able to generate good returns with a complex risk appetite and a long term time horizon.

    Documents Required for HDFC Equity Fund

    The documents required for investing in HDFC Equity Fund are:

    1. Dully filled Application Form
    2. Proof of ID
    3. Proof of Address
    4. Bank Account Details - Statement
    5. SIP Mandate Form

    FAQs on HDFC Equity Fund

    What is the Net Asset Value of HDFC Equity Fund - Growth?

    The NAV of HDFC Fund Growth is Rs. 620.928 as on 19th September, 2019.

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