HDFC Equity Savings Fund

Equity SavingsHybrid Rank 12 of 24

NAV · Direct-Growth

₹75.28-0.24-0.32%

As of 1 Oct 2026 · AMFI

NAV growth+1.2%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Strong

positive in 11 of 12 years

Beats its Equity Savings category on 5Y but trails on 1Y & 3Y.

1Y return

+1.0%

-1.9 vs cat

3Y CAGR

+7.9%

-0.0 vs cat

5Y CAGR

+7.8%

+0.4 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

5.4%

3Y std dev

Go deeper on HDFC Equity Savings Fund

Two data-only views, computed from this fund's real NAV history — no projections.

HDFC Equity Savings Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.HDFC Equity Savings Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

HDFC Equity Savings Fund is a Equity Savings scheme from HDFC. Long-run track record: about 7.8% CAGR over 5 years. Worst historical drawdown: -17% in Mar 2020, recovered in 8 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF179K01XT4

NAV (Direct-Growth)

₹75.2790

Last 1Y

+1.15%

Oct 25Min ₹73.17 · Max ₹77.59 · 247 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-17.0%

Peak ₹40.58 on 14 Jan 2020 → trough ₹33.70 on 23 Mar 2020 (2 months down).

Recovered in 8 months· 6 Nov 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-1.11%	-0.91%	20/ 28
1M	-2.10%	-1.46%	26/ 28
3M	-1.43%	-0.60%	23/ 28
6M	+2.40%	+3.71%	19/ 28
YTD	-1.32%	+0.88%	25/ 28
1Y	+0.96%	+2.87%	25/ 28
2Y	+2.81%	+4.01%	21/ 24
3Y	+7.93%	+7.97%	12/ 24
5Y	+7.82%	+7.46%	10/ 24
7Y	+9.93%	+9.13%	9/ 24
10Y	+9.24%	+8.03%	5/ 16

Available plans & options

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