HDFC Equity Savings Direct Plan-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 1.75%
NAV: ₹75.83 as on Wed Jun 17, 2026
Fund NAV

Fund Overview of HDFC Equity Savings Direct Plan-growth

  • ₹5,643.8 Cr
    AUM
  • ₹75.83
    NAV
  • 1.25%
    Expense Ratio
  • Hybrid
    Fund Category
As on Wed Jun 17, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
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Returns of HDFC Equity Savings Direct Plan-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 1.75% NA 2.16%
6 Months 0.00% NA 6.52%
1 Year 3.40% 3.40% 5.99%
2 Years 10.67% 5.20% 11.48%
3 Years 31.45% 9.54% 11.07%
5 Years 54.84% 9.14% 11.50%
7 Years 92.87% 9.84% NA
10 Years 170.21% 10.45% 9.04%
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As on Wed Jun 17, 2026

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Asset Allocation

equities

32.89%

debt instruments

26.33%

other assets or cash equivalents

38.78%
Large Cap: 90.74%
Mid Cap: 3.16%
Small Cap: 6.10%
Other: 0.00%
Top Holdings
Cash Margin
32.57%
Hdfc Bank Ltd
7.11%
Reliance Industries Ltd
5.71%
Repo
5.28%
Icici Bank Ltd
5.10%
 
Top Sectors
Unspecified
38.78%
Financial
28.14%
Entities
8.60%
Technology
5.74%
Consumer Discretionary
4.82%
Detailed Portfolio Analysis
As on Wed Jun 17, 2026
Invest Now

About Fund

About HDFC Equity Savings Direct Plan-growth

HDFC Equity Savings Direct Plan-growth is one Hybrid mutual fund offered by HDFC Mutual Fund. Launched on 01 Jan 2013, the fund aims Positive returns over medium term with low risk of capital loss over medium term. Investment in debt and money market instruments with maturity of 1 year (85%) as well as equity and equity related instruments (15%). It manages assets worth ₹5,643.8 crore as on Sun May 31, 2026. The expense ratio stands at 1.25%.
The portfolio allocation consists of 32.89% in equities, 26.33% in debt instruments, 38.78% in other assets or cash equivalents.Managed by Anil Bamboli, it has delivered a return of 3.40% in the last year, a total return since inception of 9.98%.
Choosing an appropriate best sip plans has a vital part in systematic investing.

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  • Nandita Menezes

    Fund Manager

  • CA (ICAI, INDIA), B.Com (University of Mumbai)

    Manager Education

  • Dhruv Muchhal

    Fund Manager

  • Mr. Dhruv has done B.Com, CA and CFA

    Manager Education

  • Srinivasan Ramamurthy

    Fund Manager

  • Mr. Ramamurthy is an engineer by qualification from Jadavpur University and has done his MBA from IIM - Calcutta.

    Manager Education

  • Arun Agarwal

    Fund Manager

  • Mr. Agarwal is a B.Com. and Chartered Accountant

    Manager Education

  • Anil Bamboli

    Fund Manager

  • 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.

    Manager Education

Key Metrics of HDFC Equity Savings Direct Plan-growth

  • Standard Deviation
    5.32%
  • Sharpe Ratio
    0.63%
  • Beta
    0.99%

Fund Details

Fund Names HDFC Equity Savings Direct Plan-growth
Inception Date 01 Jan 2013
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at moderately high risk
Category Average Annual Returns 5.99
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Start An Sip Today Watch Your Money Grow Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
HSBC Equity Savings Fund Direct-growth trend ₹1,016 2.13% 6.99% 12.93% 14.00% 11.98%
HSBC Equity Savings Fund Direct-idcw Monthly trend ₹1,016 2.13% 6.99% 12.93% 14.00% 11.98%
HSBC Equity Savings Fund Direct-idcw Quarterly trend ₹1,016 2.13% 6.99% 12.93% 14.00% 11.98%
HSBC Equity Savings Fund-growth trend ₹1,016 2.05% 6.76% 11.98% 13.01% 11.00%
HSBC Equity Savings Fund-idcw Monthly trend ₹1,016 2.05% 6.76% 11.98% 13.01% 11.00%
HSBC Equity Savings Fund-idcw Quarterly trend ₹1,016 2.05% 6.76% 11.98% 13.01% 11.00%
Kotak Equity Savings Fund Direct-growth trend ₹10,108 0.53% 3.16% 6.19% 11.06% 10.64%
Kotak Equity Savings Fund Direct-idcw Monthly trend ₹10,108 0.53% 3.16% 6.19% 11.06% 10.64%
Edelweiss Equity Savings Fund Direct-growth trend ₹1,365 1.34% 4.38% 8.29% 11.83% 10.20%
Edelweiss Equity Savings Fund Direct-idcw trend ₹1,365 1.34% 4.38% 8.29% 11.83% 10.20%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from HDFC Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
HDFC Equity Savings Fund Regular-growth increase ₹5,644 1.21% 1.52% -0.46% 2.43% 8.52%
HDFC Equity Savings Fund Regular-idcw increase ₹5,644 1.21% 1.52% -0.46% 2.43% 8.52%
HDFC Equity Savings Direct Plan-idcw increase ₹5,644 1.29% 1.75% 0.00% 3.40% 9.54%
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Equity Savings Fund-growth trend ₹16,733 ₹23.09 7.25% 7.24% 7.87%
ICICI Prudential Equity Savings Fund Direct-growth trend ₹16,733 ₹24.89 7.76% 7.78% 8.53%
ICICI Prudential Equity Savings Fund-idcw Quarterly trend ₹16,733 ₹13.05 7.25% 7.24% 7.87%
ICICI Prudential Equity Savings Fund Direct-idcw Quarterly trend ₹16,733 ₹15.56 7.76% 7.78% 8.53%
Kotak Equity Savings Fund Direct-growth trend ₹10,108 ₹30.09 11.06% 10.64% 10.21%
Kotak Equity Savings Fund Regular-growth trend ₹10,108 ₹27.13 9.86% 9.47% 9.19%
Kotak Equity Savings Fund Direct-idcw Monthly trend ₹10,108 ₹21.60 11.06% 10.64% 10.21%
Kotak Equity Savings Fund Regular-idcw Monthly trend ₹10,108 ₹19.86 9.86% 9.47% 9.19%
HDFC Equity Savings Fund Regular-growth trend ₹5,644 ₹67.16 8.52% 8.14% 9.31%
HDFC Equity Savings Direct Plan-growth trend ₹5,644 ₹75.83 9.54% 9.14% 10.45%
View More
Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow Start Small & Build Your Wealth For A Brighter Tomorrow

Detailed Portfolio

Stocks Sector % of Holding Value
Cash MarginUnspecified32.57%₹1,837.96 Cr
Hdfc Bank LtdFinancial7.11%₹401.08 Cr
Reliance Industries LtdEnergy & Utilities5.71%₹322.17 Cr
RepoUnspecified5.28%₹297.88 Cr
Icici Bank LtdFinancial5.10%₹287.75 Cr
Larsen & Toubro LtdIndustrials3.75%₹211.59 Cr
Ntpc LtdEnergy & Utilities3.74%₹211.19 Cr
Sun Pharmaceutical Industries LtdHealthcare3.62%₹204.12 Cr
Titan Company LtdConsumer Discretionary2.79%₹157.31 Cr
Goi Sec 7.18 14/08/2033Entities2.34%₹132.17 Cr
Maruti Suzuki India LtdConsumer Discretionary2.10%₹118.47 Cr
Bharti Airtel LtdTechnology1.99%₹112.48 Cr
Central Government Loan 31568 Goi 18ap29 7.10 Fv Rs 100Entities1.98%₹111.63 Cr
Bajaj Finance LtdFinancial1.64%₹92.30 Cr
Axis Bank LtdFinancial1.60%₹90.06 Cr
Kotak Mahindra Bank LtdFinancial1.57%₹88.60 Cr
State Bank Of IndiaFinancial1.54%₹86.80 Cr
Hindalco Industries LtdMaterials1.37%₹77.45 Cr
Muthoot Finance Limited 8.05 Ncd 25nv27 Fvrs1lacFinancial1.32%₹74.35 Cr
State Bank Of India Sr 2 7.33 Bd 20sp39 Fvrs1crFinancial1.21%₹68.53 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.19%₹67.03 Cr
Goi Sec 7.17 17/04/2030Entities1.08%₹60.96 Cr
Infosys LtdTechnology1.03%₹58.05 Cr
Hyundai Motor India Ltd.Consumer Discretionary1.02%₹57.72 Cr
Tata Consultancy Services LtdTechnology1.00%₹56.47 Cr
Government Of India 31719 Goi 20ju27 7.38 Fv Rs 100Entities0.94%₹53.20 Cr
Net Current AssetsUnspecified0.94%₹53.04 Cr
Mahindra And Mahindra Financial Services Limited Sr Ac2026 Rr Ncd 18my29 Fvrs1lacFinancial0.89%₹50.20 Cr
Muthoot Finance Limited Rr Ncd 26jl29 Fvrs1lacFinancial0.89%₹50.01 Cr
360 One Prime Limited Rr Ncd 25jl28 Fvrs1lacFinancial0.89%₹50.00 Cr
Smfg India Credit Company Limited Sr 109 Op I 8.30 Ncd 30ju27 Fvrs1lacFinancial0.89%₹49.96 Cr
Lic Housing Finance Ltd Tr 440 7.87 Ncd 14my29 Fvrs1lacFinancial0.88%₹49.87 Cr
Lic Housing Finance Ltd Tr 447 7.57 Ncd 18ot29 Fvrs1lacFinancial0.88%₹49.39 Cr
Sundaram Finance Limited Sr Z8 7.45 Ncd 16mr29 Fvrs1lacFinancial0.87%₹49.14 Cr
Goi Sec 7.23 15/04/2039Entities0.80%₹45.07 Cr
Invit Powergrid Infrastructure Investment TrustIndustrials0.74%₹41.89 Cr
Mahindra & Mahindra LtdConsumer Discretionary0.74%₹41.72 Cr
Hcl Technologies LtdTechnology0.73%₹41.43 Cr
Divi's Laboratories LtdHealthcare0.72%₹40.87 Cr
Power Grid Corporation Of India LtdEnergy & Utilities0.69%₹38.88 Cr
Sbi Life Insurance Company LtdFinancial0.65%₹36.60 Cr
Embassy Office Parks ReitReal Estate0.64%₹36.31 Cr
Cholamandalam Investment And Fin. Co. Ltd Sr 636 8.65 Ncd 28fb29 Fvrs1lacFinancial0.62%₹35.20 Cr
Max Financial Services LtdFinancial0.59%₹33.48 Cr
Interglobe Aviation LtdIndustrials0.59%₹33.04 Cr
Itc LtdConsumer Staples0.58%₹32.71 Cr
Zomato LtdTechnology0.58%₹32.54 Cr
Eicher Motors LtdConsumer Discretionary0.57%₹32.30 Cr
Brookfield India Real Estate Trust ReitReal Estate0.57%₹31.89 Cr
Bajaj Auto LtdConsumer Discretionary0.56%₹31.38 Cr
United Spirits LtdConsumer Staples0.55%₹31.10 Cr
Ambuja Cements LtdMaterials0.55%₹30.95 Cr
Hdfc Life Insurance Co LtdFinancial0.54%₹30.65 Cr
Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100Entities0.53%₹30.16 Cr
Pipeline Infrastructure Limited Sr 2 7.96 Ncd 11mr28 Fvrs1acIndustrials0.53%₹30.05 Cr
Bharti Telecom Limited Sr Xvii 8.95 Ncd 04dc26 Fvrs1lacTechnology0.53%₹30.05 Cr
National Bank For Agriculture And Rural Development Sr 25a 7.70 Bd 30sp27 Fvrs1lacFinancial0.53%₹29.93 Cr
National Bank For Agriculture And Rural Development Sr F24 7.68 Bd 30ap29 Fvrs1lacFinancial0.53%₹29.88 Cr
National Bank For Agriculture And Rural Development Sr 25b 7.64 Bd 06dc29 Fvrs1lacFinancial0.53%₹29.81 Cr
Hero Motocorp LtdConsumer Discretionary0.52%₹29.42 Cr
Apollo Hospitals Enterprise LtdHealthcare0.51%₹28.82 Cr
Tata Steel LtdMaterials0.48%₹27.04 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities0.47%₹26.54 Cr
Hindustan Unilever LtdConsumer Staples0.47%₹26.49 Cr
Muthoot Finance Limited 9.02 Ncd 14jl27 Fvrs1lacFinancial0.44%₹25.10 Cr
Power Finance Corporation Ltd. Series 203 B 7.75 Bd 11ju30 Fv10lacFinancial0.44%₹24.99 Cr
Small Industries Development Bank Of India Sr Iv 7.79 Bd 19ap27 Fvrs1lacFinancial0.44%₹24.96 Cr
7.48 Sidbi 24.05.2029Financial0.44%₹24.77 Cr
Bharti Telecom Limited Sr Xxix 7.75 Ncd 29fb28 Fvrs1lacTechnology0.44%₹24.73 Cr
Siddhivinayak Securitisation Trust Sd Trust Ptc 15sept250.44%₹24.71 Cr
Power Finance Corporation Ltd. Sr 200 7.40 Bd 08my30 Fvrs10lacFinancial0.44%₹24.70 Cr
Hdfc Ergo General Insurance Company Limited 7.10 Ncd 09nv31 Fvrs10lacFinancial0.43%₹24.52 Cr
Power Finance Corporation Limited Sr 247b 7.40 Bd 15jn35 Fvrs1lacFinancial0.43%₹24.40 Cr
Union Bank Of India Cd 19jan27Financial0.42%₹23.81 Cr
Coal India LtdMaterials0.41%₹22.90 Cr
Tech Mahindra LtdTechnology0.39%₹22.26 Cr
Ultratech Cement LtdMaterials0.36%₹20.27 Cr
Cipla LtdHealthcare0.33%₹18.90 Cr
Gujarat Pipavav Port LtdIndustrials0.33%₹18.88 Cr
Aptus Value Housing Finance India LtdFinancial0.32%₹18.22 Cr
Ipca Laboratories LtdHealthcare0.30%₹17.05 Cr
Lupin LtdHealthcare0.30%₹16.87 Cr
Pvr LtdConsumer Discretionary0.29%₹16.36 Cr
Kalpataru Power Transmission LtdIndustrials0.29%₹16.20 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities0.28%₹15.75 Cr
Gland Pharma LtdHealthcare0.28%₹15.75 Cr
Paradeep Phosphates LtdMaterials0.27%₹15.12 Cr
National Bank For Agriculture And Rural Development Sr 25f 7.37 Bd 28my35 Fvrs1lacFinancial0.26%₹14.56 Cr
Jk Paper LtdMaterials0.26%₹14.40 Cr
Bank Of Baroda Cd 06jan27Financial0.25%₹14.33 Cr
Suprajit Engineering LtdConsumer Discretionary0.24%₹13.59 Cr
Bayer Cropscience LtdMaterials0.24%₹13.53 Cr
7.35% Recl 31 July 2034Financial0.24%₹13.46 Cr
Mahindra Cie Automotive LtdConsumer Discretionary0.24%₹13.39 Cr
Star Health & Allied Insurance Co. LtdFinancial0.23%₹13.20 Cr
Greenply Industries LtdMaterials0.22%₹12.27 Cr
Finolex Industries LtdIndustrials0.20%₹11.17 Cr
Government Of India 32829 Goi 10ap28 7.06 Fv Rs 100Entities0.18%₹10.13 Cr
Gujarat Gas LtdEnergy & Utilities0.18%₹10.03 Cr
National Bank For Agriculture And Rural Development Sr 24e 7.80 Bd 15mr27 Fvrs1lacFinancial0.18%₹9.98 Cr
Power Finance Corporation Limited Sr 247a 7.44 Bd 15jn30 Fvrs1lacFinancial0.18%₹9.90 Cr
Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100Entities0.17%₹9.64 Cr
Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100Entities0.17%₹9.58 Cr
G R Infraprojects LtdIndustrials0.15%₹8.47 Cr
Goi Sec 7.18 24/07/2037Entities0.14%₹8.07 Cr
Goodyear India LtdConsumer Discretionary0.13%₹7.37 Cr
Symphony LtdConsumer Discretionary0.12%₹7.03 Cr
Indian Railway Finance Corporation Limited Sr 130 8.40 Loa 08jn29 Fvrs10lacFinancial0.09%₹5.08 Cr
Government Of India 32584 Goi 06fb33 7.26 Fv Rs 100Entities0.09%₹5.07 Cr
Central Government Loan 30814 Goi Frb 04ot28 Fv Rs 100Entities0.09%₹5.04 Cr
Muthoot Finance Limited 8.78 Ncd 20my27 Fvrs1lacFinancial0.09%₹5.01 Cr
Bank Of Baroda Sr Xxv 7.75 Bd 21dc33 Fvrs1crFinancial0.09%₹4.94 Cr
Central Government Loan 31280 Goi 17jn32 6.54 Fv Rs 100Entities0.09%₹4.92 Cr
Nestle India LtdConsumer Staples0.09%₹4.90 Cr
Raajmarg Infra Investment Trust0.05%₹2.87 Cr
Coforge LtdTechnology0.04%₹2.13 Cr
Tata Consumer Products LtdConsumer Staples0.01%₹0.58 Cr
Biocon LtdHealthcare0.01%₹0.43 Cr
Kwality Walls India Ltd0.01%₹0.33 Cr
Apollo Hospitals Enterprise Ltd FuturesHealthcare0.00%₹-0.21 Cr
Biocon Ltd FuturesHealthcare-0.01%₹-0.43 Cr
Tata Global Beverages Ltd FuturesConsumer Staples-0.01%₹-0.59 Cr
Divi's Laboratories Ltd FuturesHealthcare-0.02%₹-0.88 Cr
Zomato LtdTechnology-0.02%₹-1.23 Cr
N I I T Technologies Ltd FuturesTechnology-0.04%₹-2.15 Cr
Kotak Mahindra Bank Ltd FuturesFinancial-0.04%₹-2.17 Cr
Hdfc Life Insurance Co Ltd FuturesFinancial-0.09%₹-4.81 Cr
Nestle India Ltd FuturesConsumer Staples-0.09%₹-4.96 Cr
Cipla Ltd FuturesHealthcare-0.11%₹-5.95 Cr
Ambuja Cements Ltd FuturesMaterials-0.15%₹-8.60 Cr
United Spirits Ltd FuturesConsumer Staples-0.20%₹-11.49 Cr
Lupin Ltd FuturesHealthcare-0.30%₹-16.98 Cr
Ultratech Cement Ltd FuturesMaterials-0.36%₹-20.50 Cr
Mahindra & Mahindra Ltd FuturesConsumer Discretionary-0.75%₹-42.19 Cr
Bharti Airtel Ltd FuturesTechnology-0.93%₹-52.58 Cr
Maruti Suzuki India Ltd FuturesConsumer Discretionary-0.95%₹-53.42 Cr
Adani Ports And Special Economic Zone Ltd FuturesIndustrials-1.19%₹-67.38 Cr
Hindalco Industries Ltd FuturesMaterials-1.39%₹-78.37 Cr
Bajaj Finance Ltd FuturesFinancial-1.64%₹-92.80 Cr
Icici Bank Ltd FuturesFinancial-2.45%₹-138.15 Cr
Larsen & Toubro Ltd FuturesIndustrials-2.51%₹-141.47 Cr
National Thermal Power Corp. Ltd FuturesEnergy & Utilities-2.64%₹-149.03 Cr
Titan Company Ltd FuturesConsumer Discretionary-2.81%₹-158.65 Cr
Sun Pharmaceutical Inds. Ltd FuturesHealthcare-3.01%₹-170.01 Cr
Reliance Industries Ltd FuturesEnergy & Utilities-3.27%₹-184.66 Cr
Power Grid Corpn. Of India Ltd FuturesEnergy & Utilities-3.27%₹-184.66 Cr
Hdfc Bank Ltd FuturesFinancial-4.32%₹-243.63 Cr
View More

Top Hybrid Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
HSBC Equity Savings Fund Direct-growth increase ₹40.63 14.00% 11.98% -
HSBC Equity Savings Fund Direct-idcw Monthly increase ₹17.66 14.00% 11.98% -
HSBC Equity Savings Fund Direct-idcw Quarterly increase ₹18.50 14.00% 11.98% -
HSBC Equity Savings Fund-growth increase ₹36.34 13.01% 11.00% -
HSBC Equity Savings Fund-idcw Monthly increase ₹15.49 13.01% 11.00% -
HSBC Equity Savings Fund-idcw Quarterly increase ₹16.62 13.01% 11.00% -
Kotak Equity Savings Fund Direct-growth increase ₹30.09 11.06% 10.64% -
Kotak Equity Savings Fund Direct-idcw Monthly increase ₹21.60 11.06% 10.64% -
Edelweiss Equity Savings Fund Direct-growth increase ₹29.73 11.83% 10.20% -
Edelweiss Equity Savings Fund Direct-idcw increase ₹21.61 11.83% 10.20% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

HDFC Equity Savings Direct Plan-growth

What is the current AUM of HDFC Equity Savings Direct Plan-growth?

As of Sun May 31, 2026, HDFC Equity Savings Direct Plan-growth manages assets worth ₹5,643.8 crore

How has HDFC Equity Savings Direct Plan-growth performed recently?

  • 3 Months: 1.75%
  • 6 Months: 0.00%

What is the long-term performance of HDFC Equity Savings Direct Plan-growth?

  • 3 Years CAGR: 9.54%
  • 5 Years CAGR: 9.14%
  • Since Inception: 9.98%

What is the portfolio composition of HDFC Equity Savings Direct Plan-growth?

Equity: 32.89%, Debt: 26.33%, Others: 38.78%.

Who manages HDFC Equity Savings Direct Plan-growth?

HDFC Equity Savings Direct Plan-growth is managed by Anil Bamboli from HDFC Mutual Fund.

What is the market-cap allocation of HDFC Equity Savings Direct Plan-growth?

Large Cap: 90.74%, Mid Cap: 3.16%, Small Cap: 6.10%.

Which are the top companies HDFC Equity Savings Direct Plan-growth has invested in?

  • Cash Margin – 32.57% of the fund's portfolio
  • HDFC Bank Ltd – 7.11% of the fund's portfolio
  • Reliance Industries Ltd – 5.71% of the fund's portfolio
  • Repo – 5.28% of the fund's portfolio
  • ICICI Bank Ltd – 5.10% of the fund's portfolio

Which are the major sectors HDFC Equity Savings Direct Plan-growth focuses on?

  • Unspecified – 38.78% of the fund's portfolio
  • Financial – 28.14% of the fund's portfolio
  • Entities – 8.60% of the fund's portfolio
  • Technology – 5.74% of the fund's portfolio
  • Consumer Discretionary – 4.82% of the fund's portfolio
View more FAQ's

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Past performance may not be indicative of future results.

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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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