HDFC Asset Management Company Ltd. is among the most popular fund houses in India. The company offers an extensive range of mutual funds and is home to some of the most trustworthy fund managers who ensure that your hard-earned money is invested in the right schemes. Whether you seek growth funds, income funds, or even retirement funds, HDFC AMC Ltd. has it all. HDFC Mutual Fund has left no stone unturned to cater to investors from all walks of life. Be it any financial goal – long-term, short-term, retirement, tax-saving and so on – HDFC has that plan for you.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
HDFC Small Cap Fund-Direct | Small-Cap | Moderately High | 17.38 | 7543.56 |
HDFC Equity Fund -Direct Plan | Multi-Cap | Moderately High | 16.69 | 22502.63 |
HDFC Top 100 Fund -Direct Plan | Large-Cap | Moderately High | 16.58 | 16609.7 |
HDFC Balanced Adv Direct Plan | Dynamic Asset Allocation | Moderately High | 16.46 | 40894.01 |
HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan | Retirement | Moderately High | 15.82 | 255.86 |
HDFC Long Term Advantage Fund -Direct Plan | ELSS (Tax Savings) | Moderately High | 15.73 | 1481.97 |
HDFC Retirement Savings Fund - Equity Plan - Direct Plan | Retirement | Moderately High | 15.2 | 679.22 |
HDFC Index Fund Sensex Plan-Direct Plan | Index Funds | Moderately High | 15.15 | 347.41 |
HDFC Index Fund Nifty 50 Plan-Direct Plan | Index Funds | Moderately High | 14.28 | 691.81 |
HDFC Capital Builder Value Fund -Direct Plan | Value | Moderately High | 14.2 | 4624.22 |
HDFC Mutual Fund AMC offers some of the best mutual fund schemes in India. Some of the top-performing mutual funds of HDFC Mutual Fund given below.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
HDFC Equity Savings Fund -Direct Plan | Equity Savings | Moderately High | 12.14 | 5960.42 |
HDFC Mid-Cap Opportunities Fund -Direct Plan | Mid-Cap | Moderately High | 12.5 | 22790.79 |
HDFC Capital Builder Value Fund -Direct Plan | Value | Moderately High | 14.2 | 4624.22 |
HDFC Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
HDFC Small Cap Fund-Direct | Small-Cap | Moderately High | 17.38 | 7543.56 |
HDFC Equity Fund -Direct Plan | Multi-Cap | Moderately High | 16.69 | 22502.63 |
HDFC Top 100 Fund -Direct Plan | Large-Cap | Moderately High | 16.58 | 16609.7 |
HDFC Long Term Advantage Fund -Direct Plan | ELSS (Tax Savings) | Moderately High | 15.73 | 1481.97 |
HDFC Index Fund Sensex Plan-Direct Plan | Index Funds | Moderately High | 15.15 | 347.41 |
Hybrid Schemes or balanced schemes bridge the gap between equity and debt schemes. This category is characterized by a portfolio that is made up of a mix of equity stocks and bonds and will suit investors looking for debt plus returns with higher levels of risk than fixed income schemes.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
HDFC Balanced Adv Direct Plan | Dynamic Asset Allocation | Moderately High | 16.46 | 40894.01 |
HDFC Retirement Savings Fund - Hybrid Equity Plan - Direct Plan | Retirement | Moderately High | 15.82 | 255.86 |
HDFC Retirement Savings Fund - Equity Plan - Direct Plan | Retirement | Moderately High | 15.2 | 679.22 |
HDFC Equity Savings Fund -Direct Plan | Equity Savings | Moderately High | 12.14 | 5960.42 |
HDFC Dynamic PE Ratio Fund of Funds- Plan A - Direct Growth Plan | Fund of Funds | Moderately High | 11.94 | 21.4 |
HDFC Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
HDFC Medium Term Debt Direct Plan | Medium Duration | Moderate | 8.3 | 1100.04 |
HDFC Corporate Bond Fund -Direct Plan | Corporate Bond | Moderately Low | 8.29 | 11796.1 |
HDFC Credit Risk Debt Fund Direct Plan | Credit Risk | Moderate | 8.26 | 16194.41 |
HDFC Banking & PSU Debt Fund Direct Plan | Banking & PSU | Moderate | 8.21 | 2994.05 |
HDFC Low Duration Direct Plan | Low Duration | Moderately Low | 7.9 | 12970.81 |
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 4.8 | 9.41 | 8.25 |
Category Average Returns | 5.41 | 8.28 | 6.97 |
Benchmark Returns (S&P BSE 500 TRI) | 5.59 | 8.79 | 9.72 |
HDFC Balanced Advantage Fund aims to provide their investors with long term capital appreciation and consistent income by employing a mixture of equity and debt instruments.
This product is suitable for investors who are seeking:
After the re-categorization, HDFC Balanced Advantage fund has the ability to invest in both equity and debt. The fund holds 80% of its assets in equity and the remaining in debt. Prashant Jain is the manager of the fund and is considered to be a star fund manager. He is known to select stocks with a long-term view. Based on the prevailing market condition and economic situation, the fund manager will determine the asset allocation between equity and debt. The fund holds more than 70 securities in its portfolio which decreases the concentration risk. HDFC Balanced Advantage Fund has been able to beat its peers and maintain its position as the top performing fund in its category.
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 3.2 | 9.1 | 9.16 |
Category Average Returns | 4.51 | 9.58 | 9.13 |
Benchmark Returns (S&P BSE 500 TRI) | -14.53 | 6.27 | 3.14 |
HDFC Top 100 Fund’s main goal is to provide long-term capital appreciation and consistent income by investing heavily in Large-Cap companies.
This product is suitable for investors who are seeking:
An open-ended equity scheme, HDFC Top 100 fund predominantly invests in large cap stocks and aims to provide long-term capital appreciation. As defined by SEBI, the fund will have to maintain a minimum exposure of 80% to Large Cap stocks, which are the 100 largest companies in India in terms of market capitalization. Large cap companies are generally well established businesses that have been in operation for a long period of time and have the ability to absorb business pressures across varying market cycles. Their size also helps them benefit from economies of scale. The Scheme will be well diversified across key sectors and economic variables.
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 3.2 | 9.1 | 9.16 |
Category Average Returns | 4.51 | 9.58 | 9.13 |
Benchmark Returns (S&P BSE 500 TRI) | 3.72 | 9.23 | 9.85 |
HDFC Mid-Cap opportunities Fund aims to provide their investors with long term capital appreciation and consistent income by employing a mixture of equity and debt instruments.
This product is suitable for investors who are seeking:
An open-ended equity scheme, HDFC Mid-Cap Opportunities fund predominantly invests in mid cap stocks and follows a Mid - Cap strategy. The fund must maintain a minimum exposure of 65% in Mid-Cap stocks. The Scheme may also seek participation in other equity and equity related securities to arrive at an optimal portfolio construction. The equity strategy employed will be to build a portfolio of mid-cap companies which have reasonable growth prospects, sound financial strength, a sustainable business model and an acceptable valuation that offers the potential for appreciation in the capital.
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | -6.36 | 13.15 | 9.76 |
Category Average Returns | -6.36 | 13.15 | 9.76 |
Benchmark Returns (S&P BSE 500 TRI) | -27.4 | -8.46 | -13.3 |
HDFC Small Cap Fund aims to provide long-term capital appreciation by investing majorly in Small-Cap companies.
This product is suitable for investors who are seeking:
An open-ended equity scheme, HDFC Small-Cap fund invests in small cap stocks and follows a small cap strategy. The fund must maintain a minimum exposure of 65% in small cap stocks. The Scheme may also seek participation in other equity and equity related securities to arrive at an optimal portfolio construction. The equity strategy employed will be to build a portfolio of mid-cap companies which have reasonable growth prospects, sound financial strength, a sustainable business model and an acceptable valuation that offers the potential for appreciation in the capital.
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 3.4 | 8.98 | 8.93 |
Category Average Returns | 4.76 | 10.42 | 8.37 |
Benchmark Returns (S&P BSE 500 TRI) | -9.4 | 16.2 | 1.1 |
HDFC Equity Fund is suitable for investors who are seeking to generate long-term capital appreciation and also be invested in equity and equity related instruments.
This product is suitable for investors who are seeking:
An open-ended equity scheme, HDFC Equity Fund invests across large cap, mid cap and small cap stocks by following an equity strategy to build their portfolio. This represents a cross section of companies which are diversified across major industries, economic sectors and market capitalization. They also offer an acceptable risk reward balance.
Due to the campaign Mutual Funds Sahi hai launched by AMFI mutual funds investments have gained popularity, a lot of investors are now aware of the factors involved in selecting the right mutual fund to meet their financial goals. One of the most important factors among all the factors is the Fund Manager. HDFC Mutual Fund has a management team that has consistently delivered value to its investors.
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