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 - 1^st January, 1995. The Scheme has been managed by Mr. Prashant Jain since 19^th 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

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