Which funds are similar to HDFC Equity Savings Direct Plan-Growth?
Funds similar to HDFC Equity Savings Direct Plan-Growth in the Hybrid: Equity Savings category include ICICI Prudential Equity Savings Fund Direct-Growth, Kotak Equity Savings Fund Direct-Growth, and SBI Equity Savings Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of HDFC Equity Savings Direct Plan-Growth in its category?
On a 3-year return basis HDFC Equity Savings Direct Plan-Growth is ranked 12 out of 21 funds in the Hybrid: Equity Savings category as of 21 Oct 2026. On a 5-year return basis it ranks 10 out of 21. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does HDFC Equity Savings Direct Plan-Growth's expense ratio compare to similar funds?
HDFC Equity Savings Direct Plan-Growth has an expense ratio of 1.29%. The peers ICICI Prudential Equity Savings Fund Direct-Growth has an expense ratio of 1.12% and Kotak Equity Savings Fund Direct-Growth has 1.09%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does HDFC Equity Savings Direct Plan-Growth's AUM compare to similar funds?
HDFC Equity Savings Direct Plan-Growth has an AUM of ₹5,532.5 crore. The peers ICICI Prudential Equity Savings Fund Direct-Growth has an AUM of ₹14,904.8 crore and Kotak Equity Savings Fund Direct-Growth has ₹10,442.5 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Equity Savings?
The top performing fund in the Hybrid: Equity Savings category on a 3-year basis is HSBC Equity Savings Fund Direct-Growth with a CAGR of 11.92% as of 21 Oct 2026. HDFC Equity Savings Direct Plan-Growth has delivered 7.80% CAGR over the same period, ranking 12 out of 21 funds. You can view and compare the full category ranking on sharpely.
How does HDFC Equity Savings Direct Plan-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, HDFC Equity Savings Direct Plan-Growth has a Sharpe ratio of 0.39 compared to the Hybrid: Equity Savings average of 0.47 as of 21 Oct 2026. It ranks 14 out of 21 funds in its category on Sharpe ratio.
