
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.
More-
Launched in
30-Jun-2000
-
AMC Age
24 Years
-
Website
https://www.hdfcfund.com -
Email Address
hello@hdfcfund.com
Top Performing HDFC Mutual Fund in India for High Returns
Returns
SIP Returns
Risk
Information
NAV Details
Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.
Select date points :
SubmitFund 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 |
Fund Name | Current NAV | Previous NAV | 1D NAV Change | 52- Week High NAV | 52- Week Low NAV | |
---|---|---|---|---|---|---|
16.6089
(27-03-2025)
|
16.5644
(26-03-2025)
|
0.27%
|
16.8531
|
12.567
|
Invest | |
15.92
(27-03-2025)
|
15.834
(26-03-2025)
|
0.54%
|
17.155
|
12.235
|
Invest | |
26.6453
(27-03-2025)
|
26.4324
(26-03-2025)
|
0.81%
|
26.8435
|
20.4992
|
Invest | |
19.557
(27-03-2025)
|
19.146
(26-03-2025)
|
2.15%
|
24.862
|
16.158
|
Invest | |
214.345
(27-03-2025)
|
213.724
(26-03-2025)
|
0.29%
|
228.875
|
184.976
|
Invest | |
1849.348
(27-03-2025)
|
1842.615
(26-03-2025)
|
0.37%
|
1980.58
|
1601.38
|
Invest | |
12.962
(27-03-2025)
|
12.879
(26-03-2025)
|
0.64%
|
15.266
|
10.813
|
Invest | |
1310.063
(27-03-2025)
|
1305.501
(26-03-2025)
|
0.35%
|
1434.89
|
1156.33
|
Invest | |
14.461
(26-03-2025)
|
14.501
(25-03-2025)
|
-0.28%
|
15.317
|
12.289
|
Invest | |
17.238
(27-03-2025)
|
17.17
(26-03-2025)
|
0.4%
|
17.46
|
15.45
|
Invest | |
15.422
(27-03-2025)
|
15.298
(26-03-2025)
|
0.81%
|
16.729
|
13.867
|
Invest | |
174.039
(27-03-2025)
|
172.809
(26-03-2025)
|
0.71%
|
195.309
|
156.816
|
Invest | |
12.1869
(27-03-2025)
|
12.1641
(26-03-2025)
|
0.19%
|
12.1869
|
10.9914
|
Invest | |
67.384
(27-03-2025)
|
67.163
(26-03-2025)
|
0.33%
|
69.37
|
61.272
|
Invest | |
672.6
(27-03-2025)
|
669.252
(26-03-2025)
|
0.5%
|
772.622
|
614.739
|
Invest | |
12.153
(27-03-2025)
|
12.1534
(26-03-2025)
|
-0%
|
12.1534
|
11.019
|
Invest | |
13.065
(27-03-2025)
|
12.886
(26-03-2025)
|
1.39%
|
15.875
|
11.815
|
Invest | |
12.2231
(27-03-2025)
|
12.2125
(26-03-2025)
|
0.09%
|
12.2231
|
11.0953
|
Invest | |
12.1513
(27-03-2025)
|
12.1358
(26-03-2025)
|
0.13%
|
12.1513
|
10.9727
|
Invest | |
54.5174
(27-03-2025)
|
54.4745
(26-03-2025)
|
0.08%
|
54.5174
|
49.6795
|
Invest |
HDFC Mutual Fund Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
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Comparison of Top HDFC Mutual Fund








Key Information on HDFC Mutual Fund
The table below covers the complete HDFC Mutual Fund online investment details:
Field | Details |
---|---|
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 Name | Launch Date | Category | AUM (cr) | 3 Yrs Returns | 5 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 Manager | Category | Total 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.
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