HDFC

HDFC Mutual Fund

Check list of all schemes, latest NAV, Returns and other important information

  • Total Funds 165
  • Average annual returns 23.24%

About HDFC Mutual Fund

HDFC mutual fund is one of the largest AMC in India, and was established on December 10-1999. This AMC holds the third position in the mutual fund industry. Mr Navneet Munot is the current MD & CEO. Offering a diverse range, HDFC mutual fund manages 179 schemes, including 47 equity schemes, 24 debt schemes, and 11 hybrid schemes. After receiving regulatory approvals, the schemes of Zurich India Mutual Fund were transferred to HDFC AMC on June 19, 2003. The HDFC Mutual schemes stock investment strategy is founded on the belief that stock prices would eventually reflect their true value. They conduct in-depth research on a company's fundamentals to assist us in making investment decisions over the medium to long term. The HDFC Balanced Advantage Fund, the flagship scheme, has exhibited an impressive average annualized return of 18.57% since its inception. 

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Top Performing HDFC Mutual Fund in India for High Returns

Asset Type

  • Equity
  • Commodities
  • Debt
  • Solution Oriented
  • Hybrid
  • Others

Category Type

  • Large Cap
  • Mid Cap
  • Small Cap
  • Flexi Cap
  • Index Fund
  • Large and Mid Cap
  • Multi Cap
  • ELSS
  • Banking & Financial
  • IT & Technology
  • Pharma & Healthcare
  • Infrastructure
  • FMCG
  • Focused
  • Value
  • Contra
  • Consumption Theme
  • Energy Sector
  • PSU Themes
  • MNC Themes
  • Others Sector
  • Other Themes
  • Dividend Yield
  • International Funds
  • Thematic-Infrastructure
  • Close ended equity scheme
  • ETFs
  • Manufacturing
  • Thematic Transportation
  • Overnight
  • Liquid
  • Ultra Short Duration
  • Low Duration
  • Money Market
  • Short Duration
  • Dynamic Bond
  • Corporate Bond
  • Medium Duration
  • Medium to Long Duration
  • Long Duration
  • Gilt
  • 10 yrs Gilt Fund
  • Credit Risk
  • Banking and PSU
  • Floater
  • FMP
  • Aggressive
  • Balanced Hybrid
  • Conservative
  • Equity Savings
  • Dynamic Asset Allocation
  • Multi Asset Allocation
  • Arbitrage Funds
  • Gold
  • Silver
  • Retirement Funds
  • Childrens Funds
  • Domestic Equity FoF
  • Domestic Deb FoF
  • Domestic Hybrid FoF
  • Domestic FoF
  • International FoF

Minimum SIP Amt.

  • ₹100 - ₹500
  • ₹500 - ₹1000
  • ₹1000 - ₹5000

Fund Option

  • Growth
  • Dividend
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Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Lumpsum 3Y P.a 21.77%
SIP 3Y P.a. -
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Lumpsum 3Y P.a -
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Lumpsum 3Y P.a 19.77%
SIP 3Y P.a. 26.09%
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Lumpsum 3Y P.a 30.22%
SIP 3Y P.a. -
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Lumpsum 3Y P.a 29.42%
SIP 3Y P.a. 33.37%
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Short Term

Long Term

SIP

Rolling Term

1 Week -4.07%
1 Month 2.31%
3 Months -6.92%
6 Months 21.06%
1 Year 53.41%
Invest
1 Week 0.65%
1 Month 3.47%
3 Months 2.88%
6 Months 25.79%
1 Year 51.93%
Invest
1 Week -4.73%
1 Month 5.04%
3 Months -0.36%
6 Months -9.63%
1 Year 48.83%
Invest
1 Week -3.78%
1 Month 5.86%
3 Months 2.04%
6 Months 25.04%
1 Year 36.46%
Invest
1 Week -5.85%
1 Month 1.37%
3 Months -9%
6 Months -3.96%
1 Year 35.1%
Invest
1 Week -3.92%
1 Month 2.67%
3 Months -5.87%
6 Months 2.06%
1 Year 34.88%
Invest
1 Week -3.52%
1 Month 0.58%
3 Months -11.45%
6 Months -5.61%
1 Year 34.33%
Invest
1 Week -2.93%
1 Month 3.46%
3 Months -2.33%
6 Months 4.61%
1 Year 31.74%
Invest
1 Week -3.13%
1 Month 4.92%
3 Months -4.39%
6 Months 3.44%
1 Year 30.75%
Invest
1 Week -3.22%
1 Month 3.83%
3 Months -5.58%
6 Months 1.16%
1 Year 28.21%
Invest
2 Years 29.35%
3 Years 21.77%
5 Years 24.65%
Annual Rt 19.61%
Invest
2 Years -
3 Years -
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Annual Rt 56.27%
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2 Years -
3 Years -
5 Years -
Annual Rt 91.26%
Invest
2 Years -
3 Years -
5 Years -
Annual Rt 41.88%
Invest
2 Years 25.97%
3 Years 19.77%
5 Years -
Annual Rt 22.34%
Invest
2 Years 38.16%
3 Years 30.22%
5 Years 24.02%
Annual Rt 10.17%
Invest
2 Years -
3 Years -
5 Years -
Annual Rt 62.26%
Invest
2 Years 34.47%
3 Years 29.42%
5 Years 28.99%
Annual Rt 18.63%
Invest
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5 Years -
Annual Rt 64.71%
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Annual Rt 57.18%
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Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 0.8%
Fund Manager Nirman Morakhia
Launch Date 23-Aug 2024
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 2.17%
Fund Manager Dhruv Muchhal
Launch Date 28-Sep 2023
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.88%
Fund Manager Abhishek Poddar
Launch Date 02-Jun 2023
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 2.18%
Fund Manager Dhruv Muchhal
Launch Date 05-Sep 2023
Invest
Min SIP ₹200000
Min Lumpsum ₹100
Expense Ratio 0.3%
Fund Manager Arun Agarwal
Launch Date 03-Nov 2021
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 2.05%
Fund Manager Srinivasan Ramamurthy
Launch Date 10-Mar 2008
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 2.18%
Fund Manager Priya Ranjan
Launch Date 17-Aug 2023
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.39%
Fund Manager Chirag Setalvad
Launch Date 25-Jun 2007
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 0.81%
Fund Manager Arun Agarwal
Launch Date 18-Apr 2023
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 0.83%
Fund Manager Arun Agarwal
Launch Date 18-Apr 2023
Invest
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HDFC Mutual Fund Funds Return Calculator

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  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145
Comparison of Top HDFC Mutual Fund

Investing Strategy

HDFC Mutual Funds aims for solid returns by focusing on operational excellence, customer satisfaction, product leadership, people, and sustainability. The objective is to achieve healthy profit growth within the company's risk limits. They prioritize excellence, customer happiness, innovation, employee value, and sustainability, aiming for consistent financial gains with smart risk management.

Head of Debt and Equity Fund

Mr. Roshi Jain (CIO equity)

Roshi Jain, Senior Fund Manager of  Equities, provides the new viewpoint at HDFC Bank Mutual Fund. Jain is optimistic about the medium- to long-term prospects for corporate India. Instead of attempting to time the markets, she suggests taking a methodical approach to investing.

Mr. Anil Bamboli (head of debt)

Mr. Anil Bambolia is not only an experienced expert at HDFC Asset Management Company but also a veteran of the finance industry. With exceptional skill and considerable experience, he is a mainstay in the investing industry, notably in the income and debt fund areas. Currently monitoring 24 schemes at HDFC Bank Mutual Fund, all of them are classified as income or debt funds.

List of All Fund Managers

List of HDFC Mutual Fund

 

Top 5 HDFC Mutual Funds 

 Top 5 HDFC Mutual Funds

 

History of HDFC Mutual Fund?

HDFC bank introduced HDFC mutual fund & HDFC insurance in 2000. The Asset Management Company (AMC) extended its registration with SEBI (Securities and Exchange Board of India) on December 21, 2009.  In 2002 the Insurance Regulatory and Development Authority of India (IRDA) registered HDFC Standard Life Insurance, marking it as the first private-sector life insurance company in the country. Zurich Insurance Company (ZIC), the sponsor of the Zurich India Mutual Fund, has opted to exit its Asset Management business in India as part of its overall strategy. The Asset Management Company (AMC) has signed a deal with ZIC to buy this firm, subject to regulatory approvals.

  • It has 210 branches, 75,000 partners, and 200+ cities in India.
  • The AMC stresses long-term wealth growth as a key principle.
  • HDFC mutual fund believes in strong governance principles.
  • This AMC has a wide range of varieties of Fund schemes
  • All HDFC funds are top-performing in their respective category

How to Select the Best HDFC Mutual Fund?

Here are some easy steps to choose an HDFC Mutual Fund-

Defining Objectives: Set reasonable goals for your financial choices. Clearly identify them and design a plan to meet their needs.

Risk Tolerance Assessment: Assess your risk comfort level, knowing higher risk can lead to higher returns within your chosen limits.

Implementing Diversification: Spread your assets across other sectors to reduce risk and increase possible profits.

Self-education: Prioritize understanding funds through self-education. Analyze past performance and fund workings.

Regular Monitoring: Consistently monitor your investments and make changes as the market conditions change.

Seeking Advice: Because fluctuations in the market might have an impact on mutual funds, connect with professionals.

To set realistic goals in mutual funds you can also use the SIP Calculator to see annual returns and seek assistance for better financial decisions.

How to Invest in HDFC Mutual Fund with mysiponline?

You can invest in HDFC Mutual Funds in a variety of methods, and mysiponline stands out for its easy and simple means of investing.

  • Visit mysiponline.com and choose mutual fund plans based on goals.
  • Register for free, complete your profile, and add preferred funds.
  • Complete your KYC procedure, for the further procedure 
  • Select and add funds to your basket based on your risk tolerance.
  • Make your payment, wait for confirmation of your investment.
  • Keep track of your investments at mysiponline.com.

Investing in mutual funds through Online SIP is easy. It's a hassle-free process with quick KYC and user-friendly features.

Taxation of HDFC Mutual fund?

HDFC mutual schemes are taxed differently depending on whether they are categorized as equity or debt.

For Equity-oriented Mutual Funds

  • Short-term Capital Gains (STCG): They are taxed at a flat 15% rate if sold within one year after purchase.
  • Long-term Capital Gains (LTCG): Gains more than Rs. 1 lakh in a fiscal year are taxed at 10% without indexation if sold after one year.

For Debt-oriented Mutual funds

  • Short-term Capital Gains (STCG): They are taxed at the investor's income tax rate if sold within three years after acquisition.
  • Long-term Capital Gains (LTCG): Taxed at 20% with indexation if sold after three years.

Frequently Asked Questions

How to invest in HDFC mutual fund?

Investment in any scheme of HDFC MF can be started by registering & completing the profile at MySIPonline after verifying the KYC details.

How to start or stop SIP in HDFC Mutual Fund online

Once the KYC is completed, the SIP investments can be started, stopped, or increased anytime by the investors.
What is STP in HDFC Mutual Fund?
With the facility of STP, the units purchased of one mutual fund can be periodically transferred at regular intervals. The amount, schemes, and periodicity can be chosen by the investor.

How to check investment in HDFC Mutual Fund online

The investments made in the schemes of HDFC Mutual Funds can be tracked online from any device through the dashboard facility at MySIPonline.
What is HDFC Mutual Fund and its Objective?
HDFC Mutual Fund is an investment company that offers various investment schemes to investors. Its objective is to provide growth opportunities by investing in a diversified portfolio of securities.

Can I switch between different mutual funds of HDFC ?

Switching facility is available for all schemes of HDFC in which the investments in one scheme can be transferred to another scheme of HDFC Mutual Fund.
Why Does HDFC Mutual Funds have Highest AUM?
HDFC MF is the most prominent AMC with significant experience and a superior track record. The top-performing mutual funds of HDFC have allowed the AMC to become largest in India in terms of AUM.
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