Mutual Funds
HDFC Equity Savings Fund Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
Category_INCA000068
Total Net Assets (mil)
41,679.14 INR
Morningstar® Benchmark
Not Categorized
Used throughout report
Fund Benchmark
30% CRISIL Short Term Bond Fund TR INR,
30% IISL Nifty 50 TR INR, 40% NIFTY 50 Arbitrage PR INR


RETURNS (%) FUND CATEGORY
3M -0.87 0.44
6M 2.63 4.33
1Y 5.07 6.92
3Y* 5.40 5.68
5Y* 7.50 6.18
10Y* 8.62 6.56
*Annualised Return Data Through 26/02/2020
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2020 - - - -
2019 3.62 1.66 -1.62 2.13
2018 -1.80 0.47 1.70 0.58
2017 7.70 2.53 1.69 3.75
2016 -0.26 5.42 7.95 0.54
RISK MEASURES
3Y Alpha -
3Y Beta -
3Y R-Squared -
3Y Info Ratio -
3Y Tracking Error-
3Y Sharpe Ratio 0.65
3Y Std Dev4.55
3Y Risk Avg
5Y Risk abv avg
10Y Risk abv avg

Morningstar Style BoxTM


* Report as of 27 Feb 2020


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