HDFC Equity Savings Direct Plan-IDCW Reinvestment
HDFC Equity Savings Direct Plan-IDCW Reinvestment: Mutual Fund Overview
HDFC Equity Savings Direct Plan-IDCW Reinvestment is an Equity Savings mutual fund with over 13.19 years of performance history. The scheme manages an AUM of ₹5901.2 Cr and has a NAV of ₹15.222. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 8.5%.
Hybrid, Equity Savings, Principal at moderately high risk
1 Year Return 8.5% at 12 Mar 2026 08:12 PM
Fund Details
NAV 15.222
Sub-Type Equity Savings
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 13.19
Fund Size(in Crores) 5901.2
Fund Performance
1 Month -2.28%
3 Month -1.12%
6 Month 1.15%
1 Year 8.5%
3 Year 10.81%
5 Year 9.88%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-Growth Ret 1M -1.26% Ret 1Y 8.21% Ret 3Y 9.54% Ret 5Y 6.74%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Ret 1M -1.26% Ret 1Y 8.21% Ret 3Y 9.54% Ret 5Y 6.74%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -1.26% Ret 1Y 8.21% Ret 3Y 9.54% Ret 5Y 6.74%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-Growth Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Payout Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Payout Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Payout Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -2.58% Ret 1Y 6.01% Ret 3Y 9.88% Ret 5Y 7.54%
Equity, Flexi Cap funds Bajaj Finserv Equity Savings Fund Regular-Growth Ret 1M -0.24% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.94%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Dhruv Muchhal
Education Mr. Dhruv has done B.Com, CA and CFA
Experience Prior to joining HDFC MF,he has worked with Motilal Oswal Financial Services Ltd., Goldman Sachs, CRISIL Global Research & Analytics and Deloitte Haskins & Sells
Nandita Menezes
Education CA (ICAI, INDIA), B.Com (University of Mumbai)
Experience Prior to joining HDFC AMC, she was associated with S.V. Ghatalia & Associates LLP.
Anil Bamboli
Education Mr. Bamboli is a CFA from Association for Investment Management and Research, U.S.A, Masters in Management Studies (Finance) and a Graduate in Cost and Works Accountant from ICWAI.
Experience Prior to joining HDFC AMC he has worked with SBI Fund Management for 11 years.
Arun Agarwal
Education Mr. Agarwal is a B.Com. and Chartered Accountant
Experience Prior to joining HDFC Asset Management Company Limited, he has worked with SBI Funds Management Pvt. Ltd., ICICI Bank Limited, UTI Asset Management Pvt. Ltd.
Srinivasan Ramamurthy
Education Mr. Ramamurthy is an engineer by qualification from Jadavpur University and has done his MBA from IIM - Calcutta.
Experience Prior to joining HDFC Asset Management Company Limited, he has worked with Mahindra Mutual Fund, IDBI Federal Life Insurance, IIFL Capital Limited, Maybank Kim Eng, Credit Suisse and KPMG Advisory.
Nirman S. Morakhia
Education Mr. Morakhia has done BMS and MBA - Financial Markets
Experience Prior to joining HDFC Mutual Fund, he has worked with Mirae Asset Global Investment Management India Pvt. Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderately high risk
AMC and Fund details
Rank (total sets) 14
Date of Incorporation 2013-01-01
Total AUM 952319.77
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
