HDFC Mutual Fund · Hybrid · Equity Savings · Regular plan
HDFC Equity Savings Fund - Regular Plan - Growth
₹67.477NAV on 2 Nov 2026Expense ratio 2.20%
3 Nov 2025NAV low 64.93 · high 68.64+0.3%
In plain words
Over 3 years it returned +7.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -5.0%.
On 3-year return it ranks 10 of 20 funds in Equity Savings.
A monthly SIP over 10 years ended ₹1,01,089 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +1.5% | +1.9% |
| 3 months | -0.8% | -5.1% |
| 6 months | +1.1% | -3.2% |
| 1 year | +0.4% | -10.2% |
| 3 years (yearly) | +7.5% | +7.4% |
| 5 years (yearly) | +6.9% | +6.5% |
| 10 years (yearly) | +8.3% | +11.3% |
| Since start (yearly) | +8.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,20,485 | +0.7% |
| 3 years | ₹3,60,000 | ₹3,81,081 | +3.7% |
| 5 years | ₹6,00,000 | ₹7,05,413 | +6.4% |
| 10 years | ₹12,00,000 | ₹18,23,836 | +8.1% |
Other plan of this fund: HDFC Equity Savings Fund - Direct Plan - Growth