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Fund Name	NAV Date	NAV	Rupee Change	Percent Change
HDFC Equity Savings Fund - IDCW PLAN	20/Mar/2023	11.644	-0.0330	-0.2826%
HDFC Equity Savings Fund - IDCW Option - Direct Plan	20/Mar/2023	13.26	-0.0370	-0.2783%
HDFC Equity Savings Fund - GROWTH PLAN	20/Mar/2023	49.953	-0.1430	-0.2855%
HDFC Equity Savings Fund - Growth Option - Direct Plan	20/Mar/2023	54.715	-0.1510	-0.2752%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Hdfc Equity Savings Fund Analysis

Performance Summary of Fund

Bmsmoney Equity Savings Fund Category Rank: 6

Positive Aspects of Fund

Negative Aspects of Fund

Hdfc Equity Savings Fund Performance Snapshot (Regular Plan)

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KPIs^*	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	-1.20	-1.50	Yes	No	No	6/18	-2.70 / -0.49
1M Rolling Return %	0.27	0.19	Yes	No	No	6/18	-0.06 / 0.44
3M Return %	-1.73	-1.64	No	No	No	11/18	-3.13 / 0.01
3M Rolling Return %	1.51	0.73	Yes	Yes	No	3/18	-0.26 / 1.77
6M Return %	0.51	-0.06	Yes	Yes	No	5/18	-1.89 / 1.76
6M Rolling Return %	1.85	1.09	Yes	Yes	No	3/18	-0.68 / 2.97
1Y Return %	4.16	2.41	Yes	Yes	No	3/18	-0.35 / 5.49
1Y Rolling Return %	12.30	8.36	Yes	Yes	No	1/18	5.33 / 12.30
3Y Return %	15.12	11.80	Yes	Yes	No	1/18	7.98 / 15.12
3Y Rolling Return %	9.97	8.01	Yes	Yes	No	1/12	-0.78 / 9.97
5Y Return %	7.69	6.25	Yes	Yes	No	2/12	0.36 / 8.12
Standard Deviation	9.66	8.95	No	No	No	11/18	5.60 / 12.92
Semi Deviation	7.39	7.04	No	No	No	10/18	3.85 / 11.26
Max Drawdown	-12.15	-11.48	No	No	No	11/18	-21.63 / -4.23
VaR 1 Y	-7.05	-6.09	No	No	No	13/18	-8.52 / -3.70
Average Drawdown	-3.05	-3.26	Yes	No	No	10/18	-6.80 / -1.67
Sharpe Ratio	0.38	0.13	Yes	Yes	No	3/18	-0.28 / 0.40
Sterling Ratio	0.47	0.38	Yes	Yes	No	5/18	0.09 / 0.55
Sortino Ratio	0.17	0.07	Yes	Yes	No	3/18	-0.07 / 0.18

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

March 20, 2023.}
_{Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Dec. 31, 2022} _{KPIs: Key Performance Indicators}

Hdfc Equity Savings Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Hdfc Equity Savings Fund

Top Performing Funds in Equity Savings Fund Category

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Fund Name	Category Rank	Analysis	1Y Return	3Y Return	Max Drawdown	VaR _{1Y 95%}	Sharpe Ratio	Sortino Ratio	Hurst Index
Edelweiss Equity Savings Fund	3	The Edelweiss Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has 12 KPIs that are in top quartile. The fund has 63% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Equity Savings Fund performance snapshot section.	2.82%	10.79%	-6.08%	-4.73%	0.32	0.15	0.47
Kotak Equity Savings Fund	2	The Kotak Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has 14 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Kotak Equity Savings Fund performance snapshot section.	5.49%	13.47%	-10.77%	-3.70%	0.30	0.13	0.54
Tata Equity Savings Fund	4	The Tata Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has seven KPIs that are in top quartile. The fund has 37% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Tata Equity Savings Fund performance snapshot section.	2.34%	10.96%	-9.25%	-4.38%	0.12	0.06	0.49
Uti Equity Savings Fund	1	The Uti Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 18 funds. The fund has 15 KPIs that are in top quartile. The fund has 71% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Uti Equity Savings Fund performance snapshot section.	5.38%	14.04%	-10.19%	-5.90%	0.40	0.18	0.48

Hdfc Equity Savings Fund Performance Snapshot (Direct Plan)

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KPIs	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	-1.11	-1.41	Yes	No	No	6/18	-2.60 / -0.41
1M Rolling Return %	0.35	0.27	Yes	No	No	7/18	0.05 / 0.52
3M Return %	-1.49	-1.39	No	No	No	11/18	-2.90 / 0.21
3M Rolling Return %	1.73	0.97	Yes	Yes	No	3/18	0.16 / 1.98
6M Return %	0.99	0.45	Yes	No	No	6/18	-1.25 / 2.28
6M Rolling Return %	2.29	1.60	Yes	Yes	No	3/18	0.16 / 3.50
1Y Return %	5.11	3.44	Yes	Yes	No	3/18	0.70 / 6.58
1Y Rolling Return %	13.25	9.54	Yes	Yes	No	1/18	6.50 / 13.25
3Y Return %	16.09	12.97	Yes	Yes	No	2/18	9.80 / 16.19
3Y Rolling Return %	10.91	9.15	Yes	Yes	No	2/12	0.04 / 10.91
5Y Return %	8.71	7.38	Yes	Yes	No	3/12	1.22 / 9.09
Standard Deviation	9.66	8.95	No	No	No	11/18	5.60 / 12.92
Semi Deviation	7.39	7.04	No	No	No	10/18	3.85 / 11.26
Max Drawdown	-12.15	-11.48	No	No	No	11/18	-21.63 / -4.23
VaR 1 Y	-7.05	-6.09	No	No	No	13/18	-8.52 / -3.70
Average Drawdown	-3.05	-3.26	Yes	No	No	10/18	-6.80 / -1.67
Sharpe Ratio	0.38	0.13	Yes	Yes	No	3/18	-0.28 / 0.40
Sterling Ratio	0.47	0.38	Yes	Yes	No	5/18	0.09 / 0.55
Sortino Ratio	0.17	0.07	Yes	Yes	No	3/18	-0.07 / 0.18

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

March 20, 2023.}
_{Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Dec. 31, 2022} _{KPIs: Key Performance Indicators}

Hdfc Equity Savings Fund Regular vs Direct Plan Performance

Parameters	Regular Plan	Direct Plan
1M Return %	-1.20%	-1.11%
1M Rolling Return %	0.27%	0.35%
3M Return %	-1.73%	-1.49%
3M Rolling Return %	1.51%	1.73%
6M Return %	0.51%	0.99%
6M Rolling Return %	1.85%	2.29%
1Y Return %	4.16%	5.11%
1Y Rolling Return %	12.30%	13.25%
3Y Return %	15.12%	16.09%
3Y Rolling Return %	9.97%	10.91%
5Y Return %	7.69%	8.71%
Standard Deviation	9.66%	9.66%
Semi Deviation	7.39%	7.39%
Max Drawdown	-12.15%	-12.15%
VaR 1 Y	-7.05%	-7.05%
Average Drawdown	-3.05%	-3.05%
Sharpe Ratio	0.38%	0.38%
Sterling Ratio	0.47%	0.47%
Sortino Ratio	0.17%	0.17%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Methodology

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Equity Savings Fund Category Performance Analysis

Return Chart (Regular Plan)

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Returns (Regular Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Tata Equity Savings Fund	0.00	1	-0.16	3	-1.34	8	-0.97	5	0.47	6	2.34	12	10.96	12	6.39	7
Pgim India Equity Savings Fund	-0.01	2	-0.07	1	-0.49	1	0.01	1	1.61	3	3.45	4	11.68	8	6.87	6
Dsp Equity Savings Fund	-0.04	3	-0.36	14	-1.31	7	-1.33	7	0.26	9	2.72	8	12.84	6	6.26	8
Kotak Equity Savings Fund	-0.08	4	-0.52	18	-1.08	5	-0.63	2	1.76	1	5.49	1	13.47	5	8.12	1
Idfc Equity Savings Fund	-0.08	5	-0.26	8	-1.05	3	-0.67	3	0.42	7	2.50	10	11.30	10	5.72	11
Nippon India Equity Savings Fund	-0.10	6	-0.28	9	-1.35	10	-1.21	6	1.00	4	2.96	6	11.12	11	0.36	12
Union Equity Savings Fund	-0.15	7	-0.22	4	-1.70	13	-1.84	12	-0.15	10	1.37	13	10.48	15
Franklin India Equity Savings Fund	-0.15	8	-0.10	2	-1.07	4	-2.15	14	-0.20	11	3.39	5	12.50	7
Uti Equity Savings Fund	-0.16	9	-0.23	5	-1.39	11	-0.87	4	1.66	2	5.38	2	14.04	3
Edelweiss Equity Savings Fund	-0.20	10	-0.35	10	-1.47	12	-1.49	8	0.35	8	2.82	7	10.79	13	7.60	3
Baroda Bnp Paribas Equity Savings Fund	-0.21	11	-0.24	7	-1.76	14	-1.72	10	-0.40	12	2.44	11	8.62	17
Idbi Equity Savings Fund	-0.21	12	-0.35	11	-2.68	17	-3.13	18	-1.41	15	1.33	14	10.65	14	5.82	9
Mirae Asset Equity Savings Fund	-0.26	13	-0.42	16	-1.99	15	-2.69	15	-0.83	13	2.50	9	15.03	2
Sbi Equity Savings Fund	-0.28	14	-0.36	13	-1.34	9	-1.88	13	-1.44	16	1.23	15	13.97	4	7.07	5
Hdfc Equity Savings Fund	-0.29	15	-0.24	6	-1.20	6	-1.73	11	0.51	5	4.16	3	15.12	1	7.69	2
Invesco India Equity Savings Fund	-0.29	16	-0.46	17	-0.77	2	-1.58	9	-1.21	14	-0.30	17	7.98	18
Aditya Birla Sun Life Equity Savings Fund	-0.29	17	-0.41	15	-2.24	16	-2.74	16	-1.50	17	-0.35	18	10.45	16	5.78	10
Axis Equity Saver Fund	-0.30	18	-0.36	12	-2.70	18	-2.87	17	-1.89	18	-0.06	16	11.39	9	7.30	4

Returns (Direct Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Tata Equity Savings Fund	0.00	1	-0.14	3	-1.25	8	-0.74	5	0.95	7	3.32	12	12.18	11	7.53	8
Pgim India Equity Savings Fund	-0.01	2	-0.06	1	-0.41	1	0.21	1	2.02	3	4.30	5	12.89	9	7.99	5
Dsp Equity Savings Fund	-0.04	3	-0.35	13	-1.22	7	-1.09	7	0.73	9	3.62	8	14.27	6	7.72	7
Kotak Equity Savings Fund	-0.07	4	-0.50	18	-0.99	5	-0.37	2	2.28	1	6.58	1	14.60	5	9.09	1
Idfc Equity Savings Fund	-0.08	5	-0.24	8	-0.97	4	-0.42	3	0.94	8	3.55	10	12.46	10	6.86	10
Nippon India Equity Savings Fund	-0.10	6	-0.26	9	-1.27	9	-0.98	6	1.48	4	3.84	7	12.06	13	1.22	12
Franklin India Equity Savings Fund	-0.14	7	-0.07	2	-0.95	3	-1.82	14	0.44	10	4.69	4	14.01	7
Union Equity Savings Fund	-0.15	8	-0.22	5	-1.72	14	-1.72	12	0.15	11	1.94	14	11.08	16
Uti Equity Savings Fund	-0.15	9	-0.22	4	-1.32	11	-0.67	4	2.08	2	6.24	2	14.99	3
Edelweiss Equity Savings Fund	-0.18	10	-0.32	10	-1.35	12	-1.16	8	1.03	5	4.22	6	12.16	12	8.86	2
Baroda Bnp Paribas Equity Savings Fund	-0.20	11	-0.22	7	-1.67	13	-1.47	10	0.13	12	3.57	9	9.80	18
Idbi Equity Savings Fund	-0.20	12	-0.34	12	-2.60	18	-2.90	18	-0.93	15	2.29	13	11.73	14	7.12	9
Mirae Asset Equity Savings Fund	-0.25	13	-0.39	16	-1.90	15	-2.45	15	-0.33	13	3.53	11	16.19	1
Aditya Birla Sun Life Equity Savings Fund	-0.27	14	-0.37	15	-2.16	16	-2.46	16	-1.01	16	0.70	18	11.58	15	6.84	11
Sbi Equity Savings Fund	-0.27	15	-0.35	14	-1.30	10	-1.76	13	-1.18	17	1.76	15	14.65	4	7.94	6
Axis Equity Saver Fund	-0.27	16	-0.33	11	-2.57	17	-2.51	17	-1.25	18	1.28	17	12.90	8	8.67	4
Hdfc Equity Savings Fund	-0.28	17	-0.22	6	-1.11	6	-1.49	11	0.99	6	5.11	3	16.09	2	8.71	3
Invesco India Equity Savings Fund	-0.28	18	-0.43	17	-0.63	2	-1.20	9	-0.42	14	1.36	16	9.82	17

Rolling Returns (Regular Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Equity Savings Fund	0.06	16	0.06	17	-0.23	17	6.60	15	8.57	6
Axis Equity Saver Fund	-0.06	18	0.12	16	0.06	16	8.90	8	9.11	5
Franklin India Equity Savings Fund	0.11	14	0.44	13	1.04	11	8.87	9
Mirae Asset Equity Savings Fund	0.15	12	0.62	11	1.00	12	10.50	2
Dsp Equity Savings Fund	0.20	9	1.03	5	1.17	9	9.12	7	8.57	7
Edelweiss Equity Savings Fund	0.29	5	0.66	9	1.50	4	8.18	10	9.68	3
Hdfc Equity Savings Fund	0.27	6	1.51	3	1.85	3	12.30	1	9.97	1
Idbi Equity Savings Fund	0.03	17	0.66	8	0.65	15	6.64	14	8.15	8
Idfc Equity Savings Fund	0.20	8	0.66	10	1.22	8	7.17	13	7.64	11
Invesco India Equity Savings Fund	0.23	7	-0.26	18	-0.68	18	6.48	16
Kotak Equity Savings Fund	0.44	1	1.72	2	2.97	1	10.43	3	9.42	4
Nippon India Equity Savings Fund	0.18	11	1.16	4	1.12	10	7.57	12	-0.78	12
Pgim India Equity Savings Fund	0.29	3	0.90	7	1.44	5	9.41	5	7.85	10
Sbi Equity Saving Fund	0.12	13	0.16	15	1.00	13	9.34	6	9.89	2
Tata Equity Savings Fund	0.29	4	0.96	6	1.25	7	7.72	11	8.07	9
Union Equity Savings Fund	0.07	15	0.30	14	0.75	14	5.95	17
Uti Equity Savings Fund	0.36	2	1.77	1	2.30	2	9.98	4
Baroda Bnp Paribas Equity Savings Fund	0.19	10	0.60	12	1.28	6	5.33	18

Rolling Returns (Direct Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Equity Savings Fund	0.11	15	0.26	17	0.32	17	7.77	15	9.64	7
Axis Equity Saver Fund	0.05	18	0.43	15	0.66	16	10.48	7	10.48	4
Franklin India Equity Savings Fund	0.21	13	0.74	13	1.65	9	10.28	8
Mirae Asset Equity Savings Fund	0.23	12	0.87	11	1.50	12	11.64	2
Dsp Equity Savings Fund	0.25	10	1.22	5	1.59	10	10.66	6	10.14	6
Edelweiss Equity Savings Fund	0.40	3	0.99	8	2.18	4	9.63	10	10.91	1
Hdfc Equity Savings Fund	0.35	7	1.73	3	2.29	3	13.25	1	10.91	2
Idbi Equity Savings Fund	0.11	16	0.89	10	1.13	14	7.69	16	9.32	8
Idfc Equity Savings Fund	0.28	9	0.92	9	1.74	8	8.33	13	8.77	11
Invesco India Equity Savings Fund	0.37	5	0.16	18	0.16	18	8.31	14
Kotak Equity Savings Fund	0.52	1	1.98	1	3.50	1	11.53	3	10.46	5
Nippon India Equity Savings Fund	0.25	11	1.36	4	1.58	11	8.48	12	0.04	12
Pgim India Equity Savings Fund	0.36	6	1.09	7	1.86	5	10.72	5	9.08	10
Sbi Equity Saving Fund	0.16	14	0.30	16	1.27	13	10.01	9	10.73	3
Tata Equity Savings Fund	0.37	4	1.20	6	1.75	7	9.02	11	9.27	9
Union Equity Savings Fund	0.07	17	0.52	14	1.02	15	6.55	17
Uti Equity Savings Fund	0.43	2	1.98	2	2.72	2	10.89	4
Baroda Bnp Paribas Equity Savings Fund	0.30	8	0.86	12	1.85	6	6.50	18

Category Risk

Fund Name	VaR 1 Y _95%		Max Drawdown		Average Drawdown		Standard Deviation		Semi Deviation
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Sbi Equity Savings Fund	-8.16	16	-13.64	16	-4.03	14	10.20	16	8.00	15
Aditya Birla Sun Life Equity Savings Fund	-7.84	15	-12.64	13	-6.80	18	10.08	14	8.08	16
Axis Equity Saver Fund	-7.01	12	-11.38	9	-4.32	16	10.02	12	7.77	12
Franklin India Equity Savings Fund	-8.18	17	-12.88	15	-2.80	8	9.55	10	7.65	11
Mirae Asset Equity Savings Fund	-6.18	11	-12.67	14	-3.20	12	10.10	15	7.89	14
Dsp Equity Savings Fund	-6.11	9	-15.86	17	-3.99	13	10.95	17	9.21	17
Edelweiss Equity Savings Fund	-4.73	5	-6.08	2	-1.92	2	6.37	2	4.56	2
Hdfc Equity Savings Fund	-7.05	13	-12.15	11	-3.05	10	9.66	11	7.39	10
Idbi Equity Savings Fund	-6.18	10	-12.31	12	-3.18	11	10.02	13	7.82	13
Idfc Equity Savings Fund	-4.79	6	-12.09	10	-3.02	9	8.65	9	6.61	9
Invesco India Equity Savings Fund	-7.59	14	-8.67	3	-4.03	15	7.66	4	6.08	5
Kotak Equity Savings Fund	-3.70	1	-10.77	7	-2.15	5	8.40	8	6.56	8
Nippon India Equity Savings Fund	-8.52	18	-21.63	18	-5.10	17	12.92	18	11.26	18
Pgim India Equity Savings Fund	-3.91	2	-11.20	8	-1.99	4	7.68	6	6.34	7
Tata Equity Savings Fund	-4.38	3	-9.25	5	-1.99	3	7.33	3	5.81	4
Union Equity Savings Fund	-4.87	7	-9.02	4	-2.63	6	7.66	5	5.67	3
Uti Equity Savings Fund	-5.90	8	-10.19	6	-2.75	7	8.15	7	6.24	6
Baroda Bnp Paribas Equity Savings Fund	-4.46	4	-4.23	1	-1.67	1	5.60	1	3.85	1

Category Risk Adjusted Return/Fund Ratio

Fund Name	Sharpe Ratio		Sortino Ratio		Sterling ratio		Hurst Index	Jensen’s Alpha		Beta		R²		Treynor Ratio		Modigliani² Measure		Active Return
Fund Name	%	Rank	%	Rank	%	Rank	Hurst Index	%	Rank	Value	Rank	Value	Rank	%	Rank	%	Rank	%	Rank
Sbi Equity Savings Fund	0.19	6	0.09	6	0.37	9	0.51
Aditya Birla Sun Life Equity Savings Fund	0.02	16	0.03	16	0.30	16	0.51	-5.70	3	1.22	2	0.89	3	0.00	3	5.38	3	-0.06	3
Axis Equity Saver Fund	0.11	10	0.06	9	0.37	10	0.48
Franklin India Equity Savings Fund	0.17	7	0.08	7	0.36	11	0.50
Mirae Asset Equity Savings Fund	0.40	2	0.17	2	0.48	4	0.50
Dsp Equity Savings Fund	0.12	9	0.06	8	0.31	14	0.53
Edelweiss Equity Savings Fund	0.32	4	0.15	4	0.55	1	0.47
Hdfc Equity Savings Fund	0.38	3	0.17	3	0.47	5	0.48
Idbi Equity Savings Fund	0.03	15	0.03	14	0.31	15	0.50
Idfc Equity Savings Fund	0.03	14	0.03	15	0.31	13	0.55
Invesco India Equity Savings Fund	-0.17	17	-0.05	17	0.28	17	0.51
Kotak Equity Savings Fund	0.30	5	0.13	5	0.45	6	0.54
Nippon India Equity Savings Fund	-0.28	18	-0.07	18	0.09	18	0.52
Pgim India Equity Savings Fund	0.05	13	0.03	13	0.33	12	0.52
Tata Equity Savings Fund	0.12	8	0.06	10	0.40	7	0.49
Union Equity Savings Fund	0.07	11	0.04	11	0.38	8	0.51	-4.49	2	1.29	1	0.97	1	0.00	2	5.76	2	-0.02	2
Uti Equity Savings Fund	0.40	1	0.18	1	0.50	2	0.48	-0.24	1	1.00	3	0.95	2	0.03	1	9.63	1	-0.01	1
Baroda Bnp Paribas Equity Savings Fund	0.06	12	0.04	12	0.49	3	0.46

Hdfc Equity Savings Fund Additional Return Analysis

Hdfc Equity Savings Fund Value of Investment

Plan Type	1 Day	1 Week	1 Month	3 Month	6 Month	1 Year	3 Year	5 Year
Regular Plan _{Value of 1000 Rupee}	997.15	997.62	988.03	982.69	1005.13	1041.58	1525.56	1448.50
Direct Plan _{Value of 1000 Rupee}	997.25	997.81	988.90	985.06	1009.93	1051.12	1564.40	1518.60

Fund Information

Fund Launch Date: 20/Aug/2004
Fund Category: Equity Savings Fund
Investment 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.
Fund Description: An open ended scheme investing in equity, arbitrage and debt
Fund Benchmark: 40% NIFTY 50 Arbitrage Index, 30% Crisil Short Term Bond Fund Index and 30% NIFTY 50 (Total Returns Index)

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

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Bmsmoney Highlights

What is Mutual Fund

An investment instrument that pools money from many investors and uses that money to invest in a diversified portfolio of stocks, bonds, or other securities.
It is managed by a professional investment company.
It offers diversification, professional management, and liquidity.

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SEBI Classification of Mutual fund

A mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager.

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Mutual Fund Analysis Methodology

This post will describe the methodology used for different calculations on this website.

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Table of Contents

Hdfc Equity Savings Fund

Fund Nav

Fund Performance Analysis

Hdfc Equity Savings Fund Analysis

Performance Summary of Fund

Bmsmoney Equity Savings Fund Category Rank: 6

Positive Aspects of Fund

Negative Aspects of Fund

Hdfc Equity Savings Fund Performance Snapshot (Regular Plan)

Hdfc Equity Savings Fund Performance vs Category Average

Top Performing Peers of Hdfc Equity Savings Fund

Top Performing Funds in Equity Savings Fund Category

Hdfc Equity Savings Fund Performance Snapshot (Direct Plan)

Hdfc Equity Savings Fund Regular vs Direct Plan Performance

Methodology

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Equity Savings Fund Category Performance Analysis

Return Chart (Regular Plan)

Returns (Regular Plan)

Returns (Direct Plan)

Rolling Returns (Regular Plan)

Rolling Returns (Direct Plan)

Category Risk

Category Risk Adjusted Return/Fund Ratio

Hdfc Equity Savings Fund Additional Return Analysis

Hdfc Equity Savings Fund Value of Investment

Fund Information

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Bmsmoney Highlights

Mutual Funds Generating More Than Saving A/C Return

Mutual Funds Generating More Than Fixed Deposit Return

Mutual Funds Beating Inflation

Top Performing Equity Funds

Top Performing Debt Funds

Top Banking & Financial Services Funds

Top Consumption Funds

Top Focused Funds

Top Performing Overnight Funds

Top Performing Gilt Funds

Top Performing Credit Risk Funds

What is Mutual Fund

SEBI Classification of Mutual fund

Mutual Fund Analysis Methodology