Other Funds in the same category are generating better returns
Hefty expense ratio implies reduced returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Equity saving schemes or ESS invest in a mix of stocks, debt and arbitrage opportunities. They invest 30-35% of total investment corpus in equity assets while the rest is getting invested in debt funds and arbitrages.
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
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You make
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HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
55
Total AUM
₹ 4,02,842.62 Cr.
ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Other Funds in the same category are generating better returns