HDFC Mutual Fund
HDFC Asset Management Company Ltd., or HDFC Mutual Fund,
In the last 5 years, the CAGR of:
- Revenue from operators was 17.41%.
- Operating profit was 20.08%.
- Profit before tax was 21.35%.
- Profit after tax was 21.07%.
- Assets under management (AuM) was 25.86%.
- Active equity AuM was 32.27%.
The company serviced more than 75000 empanelled distribution partners through 210 branches spread across more than 200 cities in India.
HDFC Asset Management Company Ltd. received approval to act as an AMC from SEBI back on 30 June 2000 under the registration number MF/044/00/6. It also offers portfolio management/non-binding investment advisory services since 18 September 2016 under the registration code PM /INP000000506 from SEBI.
HDFC Asset Management Company Ltd., or HDFC Mutual Fund,
In the last 5 years, the CAGR of:
- Revenue from operators was 17.41%.
- Operating profit was 20.08%.
- Profit before tax was 21.35%.
- Profit after tax was 21.07%.
- Assets under management (AuM) was 25.86%.
- Active equity AuM was 32.27%.
The company serviced more than 75000 empanelled distribution partners through 210 branches spread across more than 200 cities in India.
HDFC Asset Management Company Ltd. received approval to act as an AMC from SEBI back on 30 June 2000 under the registration number MF/044/00/6. It also offers portfolio management/non-binding investment advisory services since 18 September 2016 under the registration code PM /INP000000506 from SEBI.
List of HDFC Mutual Fund in India
Fund Name Category Risk 1Y Returns Rating Fund Size(in Cr) HDFC Retirement Savings Fund Solution Oriented Very High 23.5% 5 ₹3,570 HDFC Dynamic PE Ratio FoF Fund Other High 17.5% 5 ₹36 HDFC Mid-Cap Opportunities Fund Equity Very High 29.2% 4 ₹45,449 HDFC Focused 30 Fund Equity Very High 20.1% 4 ₹5,828 HDFC Flexi Cap Fund Equity Very High 19.6% 4 ₹38,266 HDFC Large and Mid Cap Fund Equity Very High 20.2% 4 ₹10,680 HDFC Balanced Advantage Fund Hybrid Very High 20.1% 4 ₹60,641 HDFC Top 100 Fund Equity Very High 15.5% 4 ₹25,776 HDFC Retirement Savings Fund Solution Oriented Very High 18.7% 4 ₹1,127 HDFC Hybrid Equity Fund Hybrid Very High 13.2% 4 ₹21,038 HDFC Index S&P BSE Sensex Fund Other Very High 9.3% 4 ₹5,289 HDFC Multi Asset Fund Hybrid Very High 11.6% 4 ₹1,913 HDFC Equity Savings Fund Hybrid Moderately High 9.8% 4 ₹2,844 HDFC Hybrid Debt Fund Hybrid Moderately High 11.0% 4 ₹2,869 HDFC Retirement Savings Fund Solution Oriented Moderately High 9.9% 4 ₹154 View All
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
| HDFC Retirement Savings Fund | Solution Oriented | Very High | 23.5% | 5 | ₹3,570 |
| HDFC Dynamic PE Ratio FoF Fund | Other | High | 17.5% | 5 | ₹36 |
| HDFC Mid-Cap Opportunities Fund | Equity | Very High | 29.2% | 4 | ₹45,449 |
| HDFC Focused 30 Fund | Equity | Very High | 20.1% | 4 | ₹5,828 |
| HDFC Flexi Cap Fund | Equity | Very High | 19.6% | 4 | ₹38,266 |
| HDFC Large and Mid Cap Fund | Equity | Very High | 20.2% | 4 | ₹10,680 |
| HDFC Balanced Advantage Fund | Hybrid | Very High | 20.1% | 4 | ₹60,641 |
| HDFC Top 100 Fund | Equity | Very High | 15.5% | 4 | ₹25,776 |
| HDFC Retirement Savings Fund | Solution Oriented | Very High | 18.7% | 4 | ₹1,127 |
| HDFC Hybrid Equity Fund | Hybrid | Very High | 13.2% | 4 | ₹21,038 |
| HDFC Index S&P BSE Sensex Fund | Other | Very High | 9.3% | 4 | ₹5,289 |
| HDFC Multi Asset Fund | Hybrid | Very High | 11.6% | 4 | ₹1,913 |
| HDFC Equity Savings Fund | Hybrid | Moderately High | 9.8% | 4 | ₹2,844 |
| HDFC Hybrid Debt Fund | Hybrid | Moderately High | 11.0% | 4 | ₹2,869 |
| HDFC Retirement Savings Fund | Solution Oriented | Moderately High | 9.9% | 4 | ₹154 |
| View All |
Key information about HDFC Asset Management Company Ltd.
Mutual fund name HDFC Mutual Fund Asset management company name HDFC Asset Management Company Ltd. AMC Incorporation Date December 10, 1999 Sponsor name HDFC Ltd. Abrdn Investment Management Limited (AIML) erstwhile (Standard Life Investments) Trustee organisation HDFC Trustee Company Limited Name of trustees Mr. Vimal Bhandari (Chairman) Mr. V.Srinivasa Rangan (Director) Mr. Mehernosh Kapadia (Independent Director) Mr. Dindayal Jalan (Independent Director) MD and CEO Mr. Navneet Munot CIO Mr. Prashant Jain Compliance Officer Ms. Supriya Sapre Investor Service Officer Mr. Sameer Sakseria Total AUM (as of end of last quarter) Rs. 415566.1 Cr.
| Mutual fund name | HDFC Mutual Fund | |||
| Asset management company name | HDFC Asset Management Company Ltd. | |||
| AMC Incorporation Date | December 10, 1999 | |||
| Sponsor name | HDFC Ltd. | Abrdn Investment Management Limited (AIML) erstwhile (Standard Life Investments) | ||
| Trustee organisation | HDFC Trustee Company Limited | |||
| Name of trustees | Mr. Vimal Bhandari (Chairman) | Mr. V.Srinivasa Rangan (Director) | Mr. Mehernosh Kapadia (Independent Director) | Mr. Dindayal Jalan (Independent Director) |
| MD and CEO | Mr. Navneet Munot | |||
| CIO | Mr. Prashant Jain | |||
| Compliance Officer | Ms. Supriya Sapre | |||
| Investor Service Officer | Mr. Sameer Sakseria | |||
| Total AUM (as of end of last quarter) | Rs. 415566.1 Cr. |
How can you invest in HDFC Mutual Fund
Mutual Fund investment not only provides a lot of benefits but can also help in reducing the risk by investing in diverse portfolios. If you are looking to invest in HDFC Bank Mutual funds, such an investment can be made online as well as offline. The HDFC mutual fund application via offline mode can be done by filling up an investment application form. If you prefer to do it online, the prerequisites of how can you invest in HDFC MF online is given below.
- The applicant should be an existing HDFC Bank account holder
- The applicant should be KYC Compliant
- The status of the Savings Bank Account needs to be Single or Either/Survivor
- The Account Opening Application Form needs to be signed by all the Bank Account Holders
However, you can also invest in HDFC Mutual Funds online on Groww; the steps for which are given below:
Mutual Fund investment not only provides a lot of benefits but can also help in reducing the risk by investing in diverse portfolios. If you are looking to invest in HDFC Bank Mutual funds, such an investment can be made online as well as offline. The HDFC mutual fund application via offline mode can be done by filling up an investment application form. If you prefer to do it online, the prerequisites of how can you invest in HDFC MF online is given below.
- The applicant should be an existing HDFC Bank account holder
- The applicant should be KYC Compliant
- The status of the Savings Bank Account needs to be Single or Either/Survivor
- The Account Opening Application Form needs to be signed by all the Bank Account Holders
However, you can also invest in HDFC Mutual Funds online on Groww; the steps for which are given below:
How to Invest in HDFC MF on Groww
Investing in HDFC Bank Mutual Fund online is a convenient process and you can do so by following the few simple steps mentioned below:
Step 1. Log-in to your Groww account or register if you don’t have one.
Step 2. Upload your identity proof documents (Aadhaar, Voter ID, PAN, Passport, Driving License, Central or State Government ID card, etc.)
Step 3. Upload your proof of address documents (any identity proof documents with your permanent address, etc.)
Step 4. Select the investment period of your preference.
Step 5. Choose your risk appetite - low, mid, or high.
Step 6. Choose your preferred HDFC Bank Mutual Fund.
Step 7. Click on “Invest One Time” if you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.
The HDFC Mutual Fund in India you have invested in will show in your Groww account within 3 to 4 working days.
Investing in HDFC Bank Mutual Fund online is a convenient process and you can do so by following the few simple steps mentioned below:
Step 1. Log-in to your Groww account or register if you don’t have one.
Step 2. Upload your identity proof documents (Aadhaar, Voter ID, PAN, Passport, Driving License, Central or State Government ID card, etc.)
Step 3. Upload your proof of address documents (any identity proof documents with your permanent address, etc.)
Step 4. Select the investment period of your preference.
Step 5. Choose your risk appetite - low, mid, or high.
Step 6. Choose your preferred HDFC Bank Mutual Fund.
Step 7. Click on “Invest One Time” if you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.
The HDFC Mutual Fund in India you have invested in will show in your Groww account within 3 to 4 working days.
Top Fund Managers
1. Mr. Chirag Setalvad
Chirag Setalvad has a B.Sc degree in Business Administration from the University of North Carolina.
Not only fund management but he also has extensive experience in investment banking and equity research. He joined HDFC Asset Management Company Ltd. as a Fund Manager in 2000. In 2004, he left the company to become the Vice President at New Vernon Advisory Services Pvt. Ltd. Mr. Setalvad came back to HDFC Mutual Fund in 2007 as the Senior Fund Manager of Equities.
Chirag Setalvad currently manages Rs. 57,928 Crore in 15 schemes like - Small Cap Fund, Retirement Savings Fund, Multi Asset Fund, Mid-Cap Opportunities Fund, Long Term Advantage Fund, Hybrid Equity Fund, Children's Gift Fund, etc.
2. Mr. Prashant Jain
Prashant Jain owns a B.Tech degree from the Indian Institute of Technology, Kanpur and a PGDM degree from the Indian Institute of Management, Bangalore. He is also a Chartered Financial Analyst (CFA) from AIMR.
He started his career as a Fund In-Charge at SBI Mutual Fund in 1991. After this, he moved to Zurich Asset Management Company (India) Private Ltd. to become the Chief Investment Officer, Head of Funds Management, and Fund Manager in 1993.
Mr. Jain joined HDFC Asset Management Company Ltd. as the Head of Equities in 2003. He became the Chief Investment Officer, Executive Director, and Fund Manager in 2004.
As of 2019, Prashant Jain is the only Fund Manager in India to have managed a fund (HDFC Balanced Advantage Fund) for 25 years. The HDFC Balanced Advantage Fund is the largest equity fund in India with an AuM of R. 37,395 crore. As per Morningstar Direct, it has generated an alpha of 9.5% over the Sensex since 1994.
He currently manages an AuM of Rs. 90,640 Crore invested in around 17 HDFC Mutual Funds.
3. Mr. Vinay R. Kulkarni
Vinay R. Kulkarni is a B.Tech from Indian Institute of Technology, Bombay and PGDM from Indian Institute of Management, Bangalore.
He initially began his career as a Software Engineer in Patni Computer Systems Ltd. in 1988. Mr. Kulkarni became a Fund Manager at UTI Asset Management Company Private Ltd. in 1992. Later, he joined Deutsche Asset Management (India) Pvt. Ltd. in 2005 as a Senior Fund Manager. A year later, he moved to Tata Asset Management Ltd. also as a Senior Fund Manager. He joined HDFC in the same year (2006) as the Senior Fund Manager of Equities.
Vinay R. Kulkarni manages an AuM of Rs. 14,950 Crore in 10 HDFC Mutual Funds including Equity Savings Direct Plan, Taxsaver Direct Plan, Focused 30 Fund, Growth Opportunities Fund, etc.
4. Mr. Shobhit Mehrotra
Shobhit Mehrotra holds a B.Tech, MS, and MBA degree from the Clemson University. His primary areas of expertise include credit ratings and fixed income markets.
Mr. Mehrotra was initially the Business Investment Analyst at ICRA Ltd. back in 1992. In 1997, he became the Assistant Vice President and Portfolio Manager of Fixed Income at Templeton Asset Management (India) Pvt. Ltd. He joined HDFC Asset Management Company Ltd. in 2004 as the Head of Credit and Senior Fund Manager of Fixed Income.
Shobhit Mehrotra manages an AuM of Rs. 36,709 Crore invested in 22 HDFC schemes like Retirement Savings Fund, Medium Term Debt Fund, Credit Risk Debt Fund, Floating Rate Debt Fund, Income Direct Plan, Medium Term Debt Fund, etc.
5. Mr. Anupam Joshi
Anupam Joshi has a PGDBM degree from the Chetana's Institute of Management & Research.
He joined as the Fixed Income Dealer at Asit C. Mehta Investment Intermediates Ltd. back in 2001. Mr. Joshi joined ICAP India Pvt. Ltd. as a Dealer in 2003. He became the Assistant Manager of Fixed Income at Principal PNB Asset Management Company in 2005, where is also played the role of Portfolio Manager. In 2008, he joined IDFC Asset Management Company Private Limited as the Associate Director of Investments, Director of Fund Management, and Fund Manager.
Anupam Joshi is currently the Portfolio Manager and Fund Manager of Fixed Income at HDFC Mutual Fund since 2015. He manages an AuM of Rs. 1.23 Lakh Crore in 11 schemes like Corporate Bond, Low Duration Fund, Liquid Direct Plan, etc.
6. Mr. Anil Bamboli
Anil Bamboli is a Chartered Financial Analyst (CFA) and also holds a B.Com and MMS in Finance degree.
He joined SBI Funds Management Pvt. Ltd. as an Assistant Vice President in 1994. Mr. Bamboli joined HDFC Asset Management Company Ltd. as a Senior Fund Manager in 2003. He manages AuM of Rs. 44,541 Crore in 22 schemes like Banking and PSU Debt Fund, Short Term Debt Fund, Gilt Fund, Money Market Fund, Overnight Fund, Dynamic Debt Fund, Equity Savings, Dynamic PE Ratio Fund of Funds, Multi Asset Fund, etc.
1. Mr. Chirag Setalvad
Chirag Setalvad has a B.Sc degree in Business Administration from the University of North Carolina.
Not only fund management but he also has extensive experience in investment banking and equity research. He joined HDFC Asset Management Company Ltd. as a Fund Manager in 2000. In 2004, he left the company to become the Vice President at New Vernon Advisory Services Pvt. Ltd. Mr. Setalvad came back to HDFC Mutual Fund in 2007 as the Senior Fund Manager of Equities.
Chirag Setalvad currently manages Rs. 57,928 Crore in 15 schemes like - Small Cap Fund, Retirement Savings Fund, Multi Asset Fund, Mid-Cap Opportunities Fund, Long Term Advantage Fund, Hybrid Equity Fund, Children's Gift Fund, etc.
2. Mr. Prashant Jain
Prashant Jain owns a B.Tech degree from the Indian Institute of Technology, Kanpur and a PGDM degree from the Indian Institute of Management, Bangalore. He is also a Chartered Financial Analyst (CFA) from AIMR.
He started his career as a Fund In-Charge at SBI Mutual Fund in 1991. After this, he moved to Zurich Asset Management Company (India) Private Ltd. to become the Chief Investment Officer, Head of Funds Management, and Fund Manager in 1993.
Mr. Jain joined HDFC Asset Management Company Ltd. as the Head of Equities in 2003. He became the Chief Investment Officer, Executive Director, and Fund Manager in 2004.
As of 2019, Prashant Jain is the only Fund Manager in India to have managed a fund (HDFC Balanced Advantage Fund) for 25 years. The HDFC Balanced Advantage Fund is the largest equity fund in India with an AuM of R. 37,395 crore. As per Morningstar Direct, it has generated an alpha of 9.5% over the Sensex since 1994.
He currently manages an AuM of Rs. 90,640 Crore invested in around 17 HDFC Mutual Funds.
3. Mr. Vinay R. Kulkarni
Vinay R. Kulkarni is a B.Tech from Indian Institute of Technology, Bombay and PGDM from Indian Institute of Management, Bangalore.
He initially began his career as a Software Engineer in Patni Computer Systems Ltd. in 1988. Mr. Kulkarni became a Fund Manager at UTI Asset Management Company Private Ltd. in 1992. Later, he joined Deutsche Asset Management (India) Pvt. Ltd. in 2005 as a Senior Fund Manager. A year later, he moved to Tata Asset Management Ltd. also as a Senior Fund Manager. He joined HDFC in the same year (2006) as the Senior Fund Manager of Equities.
Vinay R. Kulkarni manages an AuM of Rs. 14,950 Crore in 10 HDFC Mutual Funds including Equity Savings Direct Plan, Taxsaver Direct Plan, Focused 30 Fund, Growth Opportunities Fund, etc.
4. Mr. Shobhit Mehrotra
Shobhit Mehrotra holds a B.Tech, MS, and MBA degree from the Clemson University. His primary areas of expertise include credit ratings and fixed income markets.
Mr. Mehrotra was initially the Business Investment Analyst at ICRA Ltd. back in 1992. In 1997, he became the Assistant Vice President and Portfolio Manager of Fixed Income at Templeton Asset Management (India) Pvt. Ltd. He joined HDFC Asset Management Company Ltd. in 2004 as the Head of Credit and Senior Fund Manager of Fixed Income.
Shobhit Mehrotra manages an AuM of Rs. 36,709 Crore invested in 22 HDFC schemes like Retirement Savings Fund, Medium Term Debt Fund, Credit Risk Debt Fund, Floating Rate Debt Fund, Income Direct Plan, Medium Term Debt Fund, etc.
5. Mr. Anupam Joshi
Anupam Joshi has a PGDBM degree from the Chetana's Institute of Management & Research.
He joined as the Fixed Income Dealer at Asit C. Mehta Investment Intermediates Ltd. back in 2001. Mr. Joshi joined ICAP India Pvt. Ltd. as a Dealer in 2003. He became the Assistant Manager of Fixed Income at Principal PNB Asset Management Company in 2005, where is also played the role of Portfolio Manager. In 2008, he joined IDFC Asset Management Company Private Limited as the Associate Director of Investments, Director of Fund Management, and Fund Manager.
Anupam Joshi is currently the Portfolio Manager and Fund Manager of Fixed Income at HDFC Mutual Fund since 2015. He manages an AuM of Rs. 1.23 Lakh Crore in 11 schemes like Corporate Bond, Low Duration Fund, Liquid Direct Plan, etc.
6. Mr. Anil Bamboli
Anil Bamboli is a Chartered Financial Analyst (CFA) and also holds a B.Com and MMS in Finance degree.
He joined SBI Funds Management Pvt. Ltd. as an Assistant Vice President in 1994. Mr. Bamboli joined HDFC Asset Management Company Ltd. as a Senior Fund Manager in 2003. He manages AuM of Rs. 44,541 Crore in 22 schemes like Banking and PSU Debt Fund, Short Term Debt Fund, Gilt Fund, Money Market Fund, Overnight Fund, Dynamic Debt Fund, Equity Savings, Dynamic PE Ratio Fund of Funds, Multi Asset Fund, etc.
Explore Other AMC's Schemes
Let's have a closer look
Now let us jump and check about these top 15 mutual fund schemes.
Now let us jump and check about these top 15 mutual fund schemes.
HDFC Retirement Savings Fund Equity Plan Direct Growth
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 31.89% & 18.48%. The HDFC Retirement Savings Fund comes under the Solution Oriented category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Retirement Savings Fund is ₹100 and for SIP, it is ₹100.
Min Investment Amt ₹100 AUM ₹3,570 Cr 1Y Returns 23.5%
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 31.89% & 18.48%. The HDFC Retirement Savings Fund comes under the Solution Oriented category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Retirement Savings Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹3,570 Cr |
| 1Y Returns | 23.5% |
HDFC Dynamic PE Ratio FoF Direct Growth
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 18.96% & 12.89%. The HDFC Dynamic PE Ratio FoF Fund comes under the Other category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Dynamic PE Ratio FoF Fund is ₹100 and for SIP, it is ₹100.
Min Investment Amt ₹100 AUM ₹36 Cr 1Y Returns 17.5%
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 18.96% & 12.89%. The HDFC Dynamic PE Ratio FoF Fund comes under the Other category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Dynamic PE Ratio FoF Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹36 Cr |
| 1Y Returns | 17.5% |
HDFC Mid Cap Opportunities Direct Plan Growth
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 34.49% & 17.29%. The HDFC Mid-Cap Opportunities Fund comes under the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Mid-Cap Opportunities Fund is ₹100 and for SIP, it is ₹100.
Min Investment Amt ₹100 AUM ₹45,449 Cr 1Y Returns 29.2%
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 34.49% & 17.29%. The HDFC Mid-Cap Opportunities Fund comes under the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Mid-Cap Opportunities Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹45,449 Cr |
| 1Y Returns | 29.2% |
HDFC Focused 30 Fund Direct Plan Growth
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 31.74% & 15.2%. The HDFC Focused 30 Fund comes under the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Focused 30 Fund is ₹100 and for SIP, it is ₹100.
Min Investment Amt ₹100 AUM ₹5,828 Cr 1Y Returns 20.1%
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 31.74% & 15.2%. The HDFC Focused 30 Fund comes under the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Focused 30 Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹5,828 Cr |
| 1Y Returns | 20.1% |
HDFC Flexi Cap Direct Plan Growth
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 31.38% & 15.77%. The HDFC Flexi Cap Fund comes under the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Flexi Cap Fund is ₹100 and for SIP, it is ₹100.
Min Investment Amt ₹100 AUM ₹38,266 Cr 1Y Returns 19.6%
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 31.38% & 15.77%. The HDFC Flexi Cap Fund comes under the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Flexi Cap Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹38,266 Cr |
| 1Y Returns | 19.6% |
HDFC Large and Mid Cap Fund Direct Growth
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 30.55% & 16.13%. The HDFC Large and Mid Cap Fund comes under the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Large and Mid Cap Fund is ₹100 and for SIP, it is ₹100.
Min Investment Amt ₹100 AUM ₹10,680 Cr 1Y Returns 20.2%
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 30.55% & 16.13%. The HDFC Large and Mid Cap Fund comes under the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Large and Mid Cap Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹10,680 Cr |
| 1Y Returns | 20.2% |
HDFC Balanced Advantage Fund Direct Plan Growth
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 26.89% & 14.87%. The HDFC Balanced Advantage Fund comes under the Hybrid category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Balanced Advantage Fund is ₹100 and for SIP, it is ₹100.
Min Investment Amt ₹100 AUM ₹60,641 Cr 1Y Returns 20.1%
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 26.89% & 14.87%. The HDFC Balanced Advantage Fund comes under the Hybrid category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Balanced Advantage Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹60,641 Cr |
| 1Y Returns | 20.1% |
HDFC Top 100 Fund Direct Plan Growth
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 25.13% & 12.94%. The HDFC Top 100 Fund comes under the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Top 100 Fund is ₹100 and for SIP, it is ₹100.
Min Investment Amt ₹100 AUM ₹25,776 Cr 1Y Returns 15.5%
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 25.13% & 12.94%. The HDFC Top 100 Fund comes under the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Top 100 Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹25,776 Cr |
| 1Y Returns | 15.5% |
HDFC Retirement Savings Fund Hybrid Equity Plan Direct Growth
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 22.49% & 14.41%. The HDFC Retirement Savings Fund comes under the Solution Oriented category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Retirement Savings Fund is ₹100 and for SIP, it is ₹100.
Min Investment Amt ₹100 AUM ₹1,127 Cr 1Y Returns 18.7%
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 22.49% & 14.41%. The HDFC Retirement Savings Fund comes under the Solution Oriented category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Retirement Savings Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹1,127 Cr |
| 1Y Returns | 18.7% |
HDFC Hybrid Equity Fund Direct Plan Growth
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 21.95% & 12.82%. The HDFC Hybrid Equity Fund comes under the Hybrid category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Hybrid Equity Fund is ₹100 and for SIP, it is ₹100.
Min Investment Amt ₹100 AUM ₹21,038 Cr 1Y Returns 13.2%
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 21.95% & 12.82%. The HDFC Hybrid Equity Fund comes under the Hybrid category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Hybrid Equity Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹21,038 Cr |
| 1Y Returns | 13.2% |
HDFC Index S&P BSE Sensex Direct Plan Growth
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 20.77% & 12.39%. The HDFC Index S&P BSE Sensex Fund comes under the Other category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Index S&P BSE Sensex Fund is ₹100 and for SIP, it is ₹100.
Min Investment Amt ₹100 AUM ₹5,289 Cr 1Y Returns 9.3%
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 20.77% & 12.39%. The HDFC Index S&P BSE Sensex Fund comes under the Other category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Index S&P BSE Sensex Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹5,289 Cr |
| 1Y Returns | 9.3% |
HDFC Multi Asset Fund Direct Growth
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 16.61% & 12.37%. The HDFC Multi Asset Fund comes under the Hybrid category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Multi Asset Fund is ₹100 and for SIP, it is ₹100.
Min Investment Amt ₹100 AUM ₹1,913 Cr 1Y Returns 11.6%
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 16.61% & 12.37%. The HDFC Multi Asset Fund comes under the Hybrid category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Multi Asset Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹1,913 Cr |
| 1Y Returns | 11.6% |
HDFC Equity Savings Direct Plan Growth
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 14.27% & 9.6%. The HDFC Equity Savings Fund comes under the Hybrid category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Equity Savings Fund is ₹100 and for SIP, it is ₹100.
Min Investment Amt ₹100 AUM ₹2,844 Cr 1Y Returns 9.8%
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 14.27% & 9.6%. The HDFC Equity Savings Fund comes under the Hybrid category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Equity Savings Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹2,844 Cr |
| 1Y Returns | 9.8% |
HDFC Hybrid Debt Fund Direct Growth
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 12.37% & 9.69%. The HDFC Hybrid Debt Fund comes under the Hybrid category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Hybrid Debt Fund is ₹100 and for SIP, it is ₹100.
Min Investment Amt ₹100 AUM ₹2,869 Cr 1Y Returns 11.0%
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 12.37% & 9.69%. The HDFC Hybrid Debt Fund comes under the Hybrid category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Hybrid Debt Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹2,869 Cr |
| 1Y Returns | 11.0% |
HDFC Retirement Savings Fund Hybrid Debt Plan Direct Growth
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 9.95% & 8.86%. The HDFC Retirement Savings Fund comes under the Solution Oriented category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Retirement Savings Fund is ₹100 and for SIP, it is ₹100.
Min Investment Amt ₹100 AUM ₹154 Cr 1Y Returns 9.9%
Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 9.95% & 8.86%. The HDFC Retirement Savings Fund comes under the Solution Oriented category of HDFC Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for HDFC Retirement Savings Fund is ₹100 and for SIP, it is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹154 Cr |
| 1Y Returns | 9.9% |