(As of 30 Apr, 2022)
NIFTY Equity Savings TR INR
Investors understand that their principal will be at Moderately High Risk.
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.
1 %(If redeemed within 365 days)
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Housing Development Finance Corp Ltd
Future on Housing Development Finance Corp Ltd
State Bank of India
Reliance Industries Ltd
Equity Savings Mutual Funds are an open ended fund scheme which try to balance risk and returns by investing in equities, arbitrage trades and fixed income securities. These are low risk funds given that the use of derivatives reduces the net equity exposure to 35 percent, thereby protecting investors from volatility. These funds are treated at par with equity funds for taxation purposes, because their gross equity exposure is more than 65%. The equity portion of the scheme opens the scheme for higher returns, while its debt component outlays stability to the returns.
This fund is rated 4 stars by Morning Star Ratings.
HDFC Mutual Fund is one of India’s largest and well established mutual funds houses with focus on delivering consistent fund performance across categories since the launch of the first scheme(s) in July 2000. We, at HDFC Mutual Fund, believe in constantly reviewing the markets for new trends, identifying new growth sectors and sharing this knowledge with our investors in the form of product offerings, so as to give our investors long-term benefits. HDFC Mutual Fund has various products across asset and risk categories to enable investors to invest in line with their investment objectives and risk taking capacity.
Vision of HDFC Mutual Fund – To be a dominant player in the Indian mutual fund space recognized for its high levels of ethical and professional conduct and a commitment towards enhancing investor interests. HDFC’s Mutual Fund philosophy is based on 3 pillars.