HDFC Equity Savings Fund Direct Growth
Scheme code: INF179K01XT4
NAV value:
₹ 73.9800
NAV date: 19 March, 2026
TER: 0.94%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Equity Savings
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -12.99 | 37.00 | 8.87 | 11.07 | 8.62 |
| 3 year | 0.64 | 17.60 | 11.42 | 10.74 | 10.96 |
| 5 year | 5.29 | 15.90 | 10.82 | 10.59 | 10.67 |
| 7 year | 7.14 | 11.91 | 10.33 | 10.21 | 9.71 |
| 10 year | 10.05 | 11.80 | 10.77 | 10.75 | 9.24 |
| 12 year | 10.36 | 11.12 | 10.80 | 10.79 | 9.62 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,55,953 - Absolute Returns: ₹55,953 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,20,432 - Absolute Returns: ₹6,20,432 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹77,98,932 - Absolute Returns: ₹17,98,932 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,21,58,071 - Absolute Returns: ₹37,58,071 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,08,97,657 - Absolute Returns: ₹88,97,657 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,81,24,697 - Absolute Returns: ₹1,37,24,697 - CAGR: %Drawdown Metrics
Max Drawdown
-16.95 %
Drawdown Duration
2 months
Recovery Time
8 months
Avg Drawdown
-1.14 %
Calmar Ratio by Duration
1
Y
0.653
3
Y
0.6335
5
Y
0.6246
7
Y
0.6022
10
Y
0.6341
12
Y
0.6364