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HDFC

HDFC Mutual Fund

Invest in the best HDFC mutual fund via SIP

  • Total Funds 78
  • Average annual returns 5.04%

About HDFC Mutual Fund

HDFC mutual fund is one of the largest AMCs in India and was established on December 10-1999. This AMC holds the third position in the mutual fund industry. Offering a diverse range, HDFC mutual fund manages 85 schemes, including 47 equity schemes, 24 debt schemes and 11 hybrid schemes.

Moreover, after receiving regulatory approvals, the schemes of Zurich India Mutual Fund transferred to HDFC AMC on June 19, 2003.

The HDFC Balanced Advantage Fund, the flagship scheme, has exhibited an impressive average annualized return of 18.11% since its inception.

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Top Performing HDFC Mutual Fund in India for High Returns

Returns

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Filters 1

  • Historic Returns
  • Investment Returns
  • Monthly
  • Quarterly
  • Annual
  • Point to Point Return

Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.

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Fund Name AUM (Cr.) Fund Age 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
210.28 2 years -0.7% 2.99% 11.93% 7.46% 14.16% 31.15% 17.23% - - - Invest
1568.02 1 years 0.38% 5.26% -4.73% -1.22% -7.33% 30.85% - - - - Invest
3059.77 13 years -1.07% 0.63% 14.57% 14.52% 13.69% 29.67% 19.62% 17.48% 13.51% 11.09% Invest
4539.18 1 years 4.02% 13.55% -10.87% -12.1% -10.97% 18.34% - - - - Invest
15687.54 20 years 2.15% 3.78% -0.56% -6.62% -1.03% 16.53% 28.65% 23.5% 33.02% 14.36% Invest
65966.82 30 years 2.37% 3.96% -1.04% -6.97% -1.26% 15.84% 29.32% 22.63% 32.78% 14.97% Invest
1439.14 1 years 3.3% -3% -12.24% -10.79% -12.02% 15.13% - - - - Invest
15413.45 28 years 2.45% 4.18% -1.45% -9.02% -1.67% 13.44% 29.05% 21.96% 30.42% 12.85% Invest
1325.51 3 years 0.55% -2.98% 0.71% 3.97% 0.03% 12.75% 20.77% 12.15% - - Invest
3460.93 3 years 1.14% 2.34% 1.28% -1.66% 0.98% 11.86% 18.6% 14.63% - - Invest
3650.38 3 years 2.49% 5.55% -1.63% -8.1% -1.77% 11.47% 19.67% 15.97% - - Invest
73510.09 17 years 1.74% 3.69% -8.72% -11.46% -9.29% 11.47% 32.74% 24.32% 34.73% 16.96% Invest
817.22 2 years 0.91% 1.66% 2.99% 3.84% 2.86% 10.49% 9.96% - - - Invest
3892.7 19 years 1.18% 2.21% 0.43% -3.18% 0.22% 10.41% 16.52% 12.74% 19.99% 10.6% Invest
6950.43 31 years 2.19% 3.77% -5.87% -13.38% -6.19% 10.13% 25.05% 16.46% 28.45% 13.11% Invest
602.75 2 years 0.72% 1.48% 2.95% 3.97% 2.85% 10.02% 9.12% - - - Invest
884.5 1 years 0.44% 0.89% -9.48% -18.09% -10.05% 9.99% - - - - Invest
680.73 2 years 0.63% 1.29% 2.85% 3.88% 2.76% 9.87% 9.06% - - - Invest
5752.45 2 years 0.42% 2.21% 2.77% 2.27% 2.57% 9.37% 9.42% - - - Invest
2983.34 23 years 0.55% 1.66% 2.75% 3.19% 2.6% 9.35% 8.35% 6.69% 6.12% 6.77% Invest
Fund Name AUM (Cr.) Risk 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
Fund Name Mar-2025 Feb-2025 Jan-2025 Dec-2024 Nov-2024 Oct-2024 Sep-2024 Aug-2024 Jul-2024 Jun-2024 May-2024 Apr-2024
Fund Name 2025-Q1 2024-Q4 2024-Q3 2024-Q2 2024-Q1 2023-Q4 2023-Q3 2023-Q2 2023-Q1 2022-Q4 2022-Q3 2022-Q2
Fund Name 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund Name AUM (Cr.) Risk 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
Fund Name AUM (Cr.) Initial NAV Final NAV NAV Change Absolute Ret. Annalized Ret.
Fund Name AUM (Cr.) Risk 6M 1Y 2Y 3Y 5Y 10Y From Launch
210.28 Very High
4.52%
15.31%
19.29%
-
-
-
18.76%
Invest
1568.02 Very High
1.39%
20.75%
-
-
-
-
28.97%
Invest
3059.77 High
10.44%
32.38%
28.11%
24.04%
17.49%
14.25%
11.31%
Invest
4539.18 Very High
-3.55%
-16.53%
-
-
-
-
20.11%
Invest
15687.54 Very High
0.32%
3.69%
19.3%
22.28%
25.28%
17.47%
14.43%
Invest
65966.82 Very High
-0.04%
2.74%
18.97%
22.18%
24.84%
18.44%
21.04%
Invest
1439.14 Very High
-8.86%
-5.61%
-
-
-
-
7.39%
Invest
15413.45 Very High
-0.61%
-0.52%
17.5%
21.21%
22.89%
16.29%
18.51%
Invest
1325.51 Very High
-0.48%
9.91%
17.13%
17.9%
-
-
15.96%
Invest
3460.93 High
1.48%
5.72%
13.5%
15.24%
-
-
14.58%
Invest
3650.38 Very High
0.75%
0.48%
9.81%
13.84%
-
-
13.32%
Invest
73510.09 Very High
-3.55%
-6.15%
15.93%
23.12%
26.05%
19.77%
19.76%
Invest
817.22 Moderate
2.55%
9.86%
9.62%
-
-
-
9.64%
Invest
3892.7 Very High
0.62%
3.31%
11.68%
13.23%
13.72%
12.09%
10.81%
Invest
6950.43 Average
-3.34%
-7.12%
13.01%
17.15%
19.04%
15.04%
17.02%
Invest
602.75 Low to Moderate
2.56%
9.86%
9.22%
-
-
-
9.16%
Invest
884.5 Very High
-4.5%
-8.7%
-
-
-
-
7.22%
Invest
680.73 Moderate
2.55%
9.97%
9.24%
-
-
-
9.12%
Invest
5752.45 Moderate
2.27%
8.57%
9.34%
-
-
-
9.34%
Invest
2983.34 Moderate
2.35%
8.92%
8.59%
8.17%
6.5%
6.47%
6.92%
Invest
Fund Name Risk Standard Deviation Alpha Beta Sharpe Ratio
Very High
-
-
-
-
Invest
Very High
-
-
-
-
Invest
High
11.463%
-
-
0.909%
Invest
Very High
-
-
-
-
Invest
Very High
11.245%
9.571%
0.756%
1.3%
Invest
Very High
12.345%
8.405%
0.834%
1.134%
Invest
Very High
-
-
-
-
Invest
Very High
12.311%
7.78%
0.848%
1.077%
Invest
Very High
13.324%
-
-
0.638%
Invest
High
6.612%
-
-
1.11%
Invest
Very High
14.282%
3.907%
0.925%
0.49%
Invest
Very High
15.301%
4.384%
0.855%
1.022%
Invest
Moderate
-
-
-
-
Invest
Very High
6.591%
-
-
0.779%
Invest
Average
14.249%
2.056%
0.965%
0.598%
Invest
Low to Moderate
-
-
-
-
Invest
Very High
-
-
-
-
Invest
Moderate
-
-
-
-
Invest
Moderate
-
-
-
-
Invest
Moderate
2.057%
-
0.888%
-
Invest
Fund Name Min SIP Min Lumpsum Expense Ratio Fund Manager Launch Date
₹100
₹100
0.6%
Arun Agarwal
28-Oct 2022
Invest
₹100
₹100
2.14%
Dhruv Muchhal
04-Oct 2023
Invest
₹100
₹100
0.49%
Arun Agarwal
02-Nov 2011
Invest
₹100
₹100
1.85%
Abhishek Poddar
02-Jun 2023
Invest
₹100
₹100
1.67%
Roshi Jain
17-Sep 2004
Invest
₹100
₹100
1.42%
Roshi Jain
01-Jan 1995
Invest
₹100
₹100
2.14%
Dhruv Muchhal
05-Sep 2023
Invest
₹500
₹500
1.7%
Roshi Jain
02-Apr 1996
Invest
₹100
₹100
0.63%
Arun Agarwal
06-Oct 2021
Invest
₹100
₹100
1.15%
Anil Bamboli
05-May 2021
Invest
₹100
₹100
1.9%
Anand Laddha
30-Jun 2021
Invest
₹100
₹100
1.39%
Chirag Setalvad
25-Jun 2007
Invest
₹100
₹100
0.38%
Vikash Agarwal
15-Mar 2023
Invest
₹100
₹100
1.91%
Anil Bamboli
17-Aug 2005
Invest
₹100
₹100
1.84%
Gopal Agrawal
01-Feb 1994
Invest
₹100
₹100
0.38%
Vikash Agarwal
09-Dec 2022
Invest
₹100
₹100
2.3%
Amit Sinha
12-Jul 2023
Invest
₹100
₹100
0.37%
Vikash Agarwal
10-Nov 2022
Invest
₹100
₹100
0.65%
Shobhit Mehrotra
20-Jan 2023
Invest
₹100
₹100
0.89%
Anil Bamboli
25-Jul 2001
Invest
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  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145

Comparison of Top HDFC Mutual Fund

Key Information on HDFC Mutual Fund

The table below covers the complete HDFC Mutual Fund online investment details:

FieldDetails
Mutual Fund Name HDFC Mutual Fund
AMC Name HDFC Asset Management Company Limited
AMC Step Up Date 10-Dec-99
Incorporation Date 10-Dec-99
AMC Age 24 Years
Trustee Organisation HDFC Trustee Company Limited
MD & CEO Mr Navneet Munot
Investors Service Officer Mr Sameer Sakseria

 

History of HDFC Mutual Fund AMC

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.

HDFC Top Mutual Funds in India for SIP

Here is a list of HDFC Mutual Fund to begin your systematic investment plan (SIP):

Fund NameLaunch DateCategoryAUM (cr)3 Yrs Returns5 Yrs Returns
HDFC Flexi Cap Fund 05-12-2021 Equity: Multi Cap Rs.  16,089 18.84% -
HDFC Mid Cap Op Fund 25-06-2007 Equity: Mid Cap Rs. 77,967 23.46% 24.58%
HDFC ELSS Tax Saver Fund 05-03-1996 Equity: ELSS Rs.15,413 20.88% 20.00%
HDFC Short Term Debt Fund 05-06-2010 Debt: Short Duration Rs. 14,109 6.50% 6.53%
HDFC Balanced Advantage Fund 01-02-1994 Hybrid: Dynamic Asset Allocation Rs.  94,251 19.08% 19.33%

*As On 27-02-2025

Pro Tip:
 Minus the efforts with SIP Calculator doing the hard work for you.

List of HDFC Mutual Fund Managers

Below mentioned are the HDFC Mutual Fund management team details:

Fund ManagerCategoryTotal Experience (Yrs.)
Chirag Setalvad Equity/Hybrid 25
Roshi Jain Equity 17
Rahul Baijal Equity 20
Anil Bamboli Debt/Hybrid 31
Goapl Agrawal Equity/Hybrid 19
Srinivasan Ramamurthy Equity/Hybrid 17
Arun Agarwal Equity/Hybrid 27
Bhagyesh Kagalkar Hybrid 30
Nirman Morakhia Equity/Hybrid 2
Shobhit Mehrotra Equity/Debt/Hybrid 32
Dhruv Muchhal Equity/Debt/Hybrid 12
Anupam Joshi Debt 28
Praveen Jain Debt 17
Nirman S. Morakhia Equity/Hybrid 20
Bhagyesh Kagalkar Hybrid 30

*As On 27-02-2025

Pro Tip:
Try the viral SWP Calculator to know how much money you need to move around.

How to Select the Best HDFC Mutual Fund?

To begin HDFC mutual fund SIP, follow the given steps:

  • Step 1:Have real goals and match them to your investments.
  • Step 2:Understand your risk tolerance before investing.
  • Step 3:Research HDFC MF online & choose consistent performers.
  • Step 4:Invest in the Best Mutual Funds via SIP that lowers risk.
  • Step 5:Adjust investments according to their performance.
  • Step 6:Seek mutual funds expert help for professional guidance.

Pro Tip: Top up your portfolio using Step Up SIP Calculator free of cost.

How to Invest in HDFC Mutual Fund via MySIPonline?

You can start your HDFC online SIP by following these simple steps:

  • Step 1:Visit MySIPonline and search for the dashboard.
  • Step 2:Start by creating a free account for HDFC online investments.
  • Step 3:Complete KFC (Know Your Customer) & attach bank proof.
  • Step 4: Select from the best-performing HDFC mutual funds.
  • Step 5:Pick the type of investment, SIP or Lumpsum.
  • Step 6:Finish the transaction by paying via UPI or net banking.
  • Step 7:Check up on your investments in HDFC MF online via mobile app.

To sum up, Mutual Funds offer a smart way to multiply your hard-earned money 2X.

What is HDFC Mutual Fund Taxation?

The tax on HDFC Mutual Funds depends on whether it’s an equity or debt fund:

Equity Funds

  • Short-term (less than 1 year):15% tax on gains.
  • Long-term (more than 1 year):10% tax on gains over Rs.1 lakh.

Debt Funds

  • Short-term (less than 3 years):Tax as per your income tax slab.
  • Long-term (more than 3 years):20% tax with inflation adjustment benefits.

Pro Tip: If you are confused about taxes, try using a Tax Calculator for quick results.

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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