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HDFC Equity Fund

HDFC Equity Fund Performance


Past performance may or may not be sustained in future. The start date of the period for above simulation taken is November 3, 1995 (base date: NIFTY 50) wherein the base value is 1000 (NIFTY 50), NAV Rs. 7.84 (HDFC Equity Fund – Regular Plan – Growth Option) and 712 (NIFTY 500). The investment amount on the start date for the above calculation assumed is Rs. 1,000. The benchmark of the Scheme is NIFTY 500. The above simulation is for illustrative purposes only. The AMC / Mutual Fund is not guaranteeing or promising or forecasting any returns on investment made in the Scheme.

Performance - Regular Plan - Growth Option

 NAV as on 31st July, 2017, 608.029

  Period
Scheme Returns (%)
Benchmark % #
Additional Benchmark % ##
Value of investment of () 10,000
Scheme
()		 Benchmark
() #		 Additional Benchmark
() ##
Last 1 Year 25.23 19.84 16.56 12,538 11,996 11,665
Last 3 Years 13.32 12.38 9.27 14,557 14,195 13,051
Last 5 Years 18.96 16.33 14.01 23,832 21,310 19,272
Since inception 19.94 10.10 N.A. 608,029 87,933 N.A.

Past performance may or may not be sustained in the future. Returns greater than 1 year period are compounded annualized (CAGR). Load is not taken into consideration for computation of performance. # NIFTY 500 Index ## NIFTY 50 Index. N.A. Not Available.

Inception date of the Scheme - 1st January, 1995. The Scheme has been managed by Mr. Prashant Jain since 19th June, 2003.

 
HDFC Equity Fund is suitable for investors who are seeking *
 
  • capital appreciation over long term

  • investment predominantly in equity and equity related instruments of medium to large sized companies

Riskometer
moderate high risk

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