Compare Mutual Funds
Up to 4 funds, side-by-side. Best value in each row is highlighted in emerald with a ⭐.
Building your comparison…
| Field | HDFC Equity Savings Fund Option HDFC Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 4.9/10 · Below Average |
| Fund house | HDFC Mutual Fund |
| Category | Hybrid Scheme - Equity Savings · other_equity |
| Type | Open Ended Schemes |
| Plan | Direct |
| Launch date | Jan 2013 |
| AUM | ₹5.9K Cr |
| Morningstar | 5★ |
| Performance returns | |
| 1Y return | +4.38% |
| 3Y return (CAGR) | +10.37% |
| 5Y return (CAGR) | +10.39% |
| 10Y return (CAGR) | +10.57% |
| Category avg 1Y | +8.12% |
| SIP returns | |
| SIP 1Y | +1.67% |
| Risk metrics | |
| Risk level | Moderately High risk |
| Volatility (Std Dev 1Y) | 4.59% |
| Sharpe ratio (1Y) | -0.46 |
| Sharpe ratio (3Y) | 0.84 |
| Sortino ratio (1Y) | -0.44 |
| Max drawdown (1Y) | -4.77% |
| Category rank (1Y) | #5 of 7 |
| Quartile (1Y) | Q3 |
| Costs | |
| Expense ratio | 0.95% |
| Exit load | 0 - 1 Months : 1.0 % |
| Portfolio | |
| NAV | ₹75.2 |
| Min SIP | ₹100 |
| Min lump sum | ₹100 |
| Tax & redemption | |
| Tax treatment | STCG 20% · LTCG 12.5% above ₹1.25L |
| Lock-in period | None |