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The scheme seeks to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments.

If the mutual fund units are sold after 3 years from the date of investment, gains are taxed at the rate of 20% after providing the benefit of inflation indexation.

If the mutual units are sold within 3 years from the date of investment, entire amount of gain is added to the investors income and taxed according to the applicable slab rate.

No tax is to be paid as long as you continue to hold the units.

Dividends paid by the mutual fund scheme are taxed at the rate of 25% (effectively 29.12%, including surcharge and cess). This is known as Dividend Distribution Tax (DDT). Though the investor does not pay this tax directly, it is deducted from the dividend income before passing on to the investor.

The Risk Measures have been calculated using calendar month returns for the last three years.

Highest grade ratings: Sovereign, AAA, A1+/P1+, AA+

Indicates an increase or decrease or no change in holding since last portfolio

Indicates an increase or decrease or no change in holding since last portfolio

Education: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.

Experience:Prior to joining HDFC AMC he has worked with SBI Fund Management for 11 years.

HDFC Banking and PSU Debt Fund – Regular Plan- since Mar 2014

HDFC Dynamic PE Ratio Fund of Funds – Regular Plan- since Jun 2014

HDFC Dual Advantage Fund Series III 1304D August 2016 – Regular Plan- since Aug 2016

HDFC Dual Advantage Fund Series III 1267D October 2016 – Regular Plan- since Oct 2016

HDFC Dual Advantage Fund Series III 1224D November 2016 – Regular Plan- since Nov 2016

HDFC Charity Fund For Cancer Cure – Debt Plan – Regular Plan- since Mar 2017

HDFC Ultra Short Term Fund – Regular Plan- since Sep 2018

Experience:Prior to joining HDFC AMC he has worked with Reliance Mutual Fund, Reliance Capital Ltd., Deutsche Securities, B&K Securities, Brics Securities, JP Morgan Securities and HSBC Securities.

HDFC Arbitrage Fund – Wholesale Plan- since Sep 2015

HDFC Gold Exchange Traded Fund- since Oct 2015

HDFC Index Fund Nifty 50 Plan- since Oct 2015

HDFC Index Fund – Sensex Plan- since Oct 2015

HDFC Dual Advantage Fund Series III 1304D August 2016 – Regular Plan- since Aug 2016

HDFC Dual Advantage Fund Series III 1267D October 2016 – Regular Plan- since Oct 2016

HDFC Dual Advantage Fund Series III 1224D November 2016 – Regular Plan- since Nov 2016

HDFC Charity Fund For Cancer Cure – Arbitrage Plan – Regular Plan- since Mar 2017

Education:Mr. Kulkarni is a B.Tech from IIT, Mumbai and PGDM from IIT Bangalore.

Experience:Prior to joining HDFC Mutual Fund he has worked with Tata AMC, Deutsche Mutual Fund, UTI Mutual Fund and Patni Computer Systems Ltd.

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The scheme seeks to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments.

For units in excess of 15% of the investment,1% will be charged for redemption within 365 days

NIFTY 50 Arbitrage (40), NIFTY 50 Total Return (30), CRISIL Short-Term Bond (30)

Change in Benchmark of HDFC Equity Savings Fund

HDFC Equity Savings Fund announces dividend at Rs. 0.5 per unit

HDFC Equity Savings Fund declares dividend at Rs. 1 per unit

Address:HDFC House-2nd Floor, H.T. Parekh Marg – 165-166, Backbay Reclamation, Churchgate Mumbai – 400020

Registrar & Transfer Agent: Computer Age Management Services Ltd.

Address:7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002