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performance

HDFC Equity Savings Direct Plan-Growth

Hybrid: Equity Savings - Growth (Open ended)

HDFC Equity Savings Direct Plan-GrowthNAV: 75.94 as on 07 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Moderately HighCategory: Hybrid: Equity SavingsBenchmark: NIFTY Equity Savings Total Return Index

NAV: ₹75.94-0.85%

08 Jul 2026

Rolling Returns Analysis

Rolling annualized returns of HDFC Equity Savings Direct Plan-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	13 Jan, 2014 - 08 Jul, 2026	12 Feb, 2016 - 08 Jul, 2026	22 Feb, 2018 - 08 Jul, 2026	09 Mar, 2020 - 08 Jul, 2026
Average returns	11.18%	10.96%	10.73%	10.39%
Standard deviation	8.19%	2.78%	1.81%	0.71%
Best returns	35.17% 1 year ending on 26 Mar, 2021	17.91% 3 years ending on 03 Apr, 2023	16.22% 5 years ending on 17 Apr, 2025	11.94% 7 years ending on 06 Apr, 2023
Worst returns	-12.29% 1 year ending on 23 Mar, 2020	1.12% 3 years ending on 23 Mar, 2020	5.25% 5 years ending on 23 Mar, 2020	6.91% 7 years ending on 23 Mar, 2020
Period with positive return	95.49%	100.00%	100.00%	100.00%
Period with return > 5%	77.03%	93.21%	100.00%	100.00%
Period with return > 10%	46.63%	74.46%	62.54%	79.82%
Period with return > 15%	33.40%	4.49%	1.31%	0.00%
Beat % Category	63.20%	82.27%	99.95%	99.81%
Beat % Benchmark	37.52%	20.11%	10.92%	1.73%

Trailing Returns

Point-to-point returns of HDFC Equity Savings Direct Plan-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-5%

10%

-0.5%

1.2%

-6.0%

YTD

1.7%

5.8%

1 M

-0.4%

1.3%

-6.0%

6 M

2.6%

4.1%

-3.1%

1 Y

9.2%

9.3%

9.4%

3 Y

8.9%

8.7%

10.3%

5 Y

10.2%

9.1%

12.7%

10 Y

Fund

Hybrid: Equity Savings

NIFTY Equity Savings Total Return Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	-0.46%	1.72%	-0.43%	2.61%	9.19%	8.94%	10.25%	9.95%
Hybrid: Equity Savings	1.20%	1.69%	1.34%	4.08%	9.34%	8.71%	9.09%	-
NIFTY Equity Savings Total Return Index	-6.01%	5.85%	-6.05%	-3.08%	9.36%	10.26%	12.69%	-
Rank in category	20	12	21	18	14	8	1	-
Funds in category	24	24	24	22	21	21	12	-

Period Returns

Calendar-year, quarterly and monthly return history of HDFC Equity Savings Direct Plan-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of HDFC Equity Savings Direct Plan-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of HDFC Equity Savings Direct Plan-Growth?

The 1-year trailing return for HDFC Equity Savings Direct Plan-Growth is shown in the Trailing Returns section. It is compared against the Hybrid: Equity Savings category average and benchmark for context.

What are the 3-year returns of HDFC Equity Savings Direct Plan-Growth?

The 3-year CAGR for HDFC Equity Savings Direct Plan-Growth is in the Trailing Returns section, with benchmark and category comparisons.

What are the 5-year returns of HDFC Equity Savings Direct Plan-Growth?

The 5-year CAGR for HDFC Equity Savings Direct Plan-Growth is in the Trailing Returns section. 5-year CAGR is a standard metric for medium-term performance consistency.

What are the returns of HDFC Equity Savings Direct Plan-Growth since inception?

HDFC Equity Savings Direct Plan-Growth has delivered a CAGR of 9.95% since its launch. The fund's maximum historical drawdown has been -0.17%, indicating its worst peak-to-trough decline during this period. Since-inception returns capture performance across multiple market cycles and are most useful for evaluating long-term wealth creation.

How has HDFC Equity Savings Direct Plan-Growth performed vs its category over the long term?

Performance vs category average across 1Y, 3Y, 5Y and 10Y periods is in the Trailing Returns section. Rolling returns show how consistently the fund beats its category over time.

What is the Sharpe ratio of HDFC Equity Savings Direct Plan-Growth?

The Sharpe ratio of HDFC Equity Savings Direct Plan-Growth is 0.61. Sharpe ratio measures risk-adjusted return — how much excess return the fund generates per unit of risk. A Sharpe above 1.0 is generally considered good; above 2.0 is excellent.

What is the alpha of HDFC Equity Savings Direct Plan-Growth?

The alpha of HDFC Equity Savings Direct Plan-Growth is shown in the Alpha, Beta & Sharpe section. Alpha = fund return − (risk-free rate + beta × market excess return). A positive alpha is the fund manager's value-add above the benchmark.

What is the beta of HDFC Equity Savings Direct Plan-Growth?

The beta of HDFC Equity Savings Direct Plan-Growth is in the Alpha, Beta & Sharpe section. Beta below 1.0 means lower volatility than the benchmark; above 1.0 means higher sensitivity to market moves.

What are the rolling returns of HDFC Equity Savings Direct Plan-Growth?

Rolling returns for HDFC Equity Savings Direct Plan-Growth across all 1Y, 3Y, 5Y investment windows are shown in the Rolling Returns section. Unlike trailing returns, rolling returns reveal how the fund has performed across all possible entry and exit dates — offering a much more complete picture of consistency.

How consistent are the period-wise returns of HDFC Equity Savings Direct Plan-Growth?

Period-wise annual returns for HDFC Equity Savings Direct Plan-Growth across each financial year are in the Period Returns section. This shows whether the fund has been positive in most years and how it has fared in bear markets.

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Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

13 Jan, 2014 - 08 Jul, 2026

12 Feb, 2016 - 08 Jul, 2026

22 Feb, 2018 - 08 Jul, 2026

09 Mar, 2020 - 08 Jul, 2026

Average returns

11.18%

10.96%

10.73%

10.39%

Standard deviation

8.19%

2.78%

1.81%

0.71%

Best returns

35.17%

1 year ending on 26 Mar, 2021

17.91%

3 years ending on 03 Apr, 2023

16.22%

5 years ending on 17 Apr, 2025

11.94%

7 years ending on 06 Apr, 2023

Worst returns

-12.29%

1 year ending on 23 Mar, 2020

1.12%

3 years ending on 23 Mar, 2020

5.25%

5 years ending on 23 Mar, 2020

6.91%

7 years ending on 23 Mar, 2020

Period with positive return

95.49%

100.00%

Period with return > 5%

77.03%

93.21%

100.00%

Period with return > 10%

46.63%

74.46%

62.54%

79.82%

Period with return > 15%

33.40%

4.49%

1.31%

0.00%

Beat % Category

63.20%

82.27%

99.95%

99.81%

Beat % Benchmark

37.52%

20.11%

10.92%

1.73%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

-0.46%

1.72%

-0.43%

2.61%

9.19%

8.94%

10.25%

9.95%

Hybrid: Equity Savings

1.20%

1.69%

1.34%

4.08%

9.34%

8.71%

9.09%

NIFTY Equity Savings Total Return Index

-6.01%

5.85%

-6.05%

-3.08%

9.36%

10.26%

12.69%

Rank in category

Funds in category