HDFC Mutual Fund is one of the largest mutual fund houses in India, with assets under management (AUM) of over ₹4.8 lakh crore as of March 31, 2023. It is a part of the HDFC Group, one of the leading financial services groups in the country.
Guaranteed Tax SavingsUnder sec 80C & 10(10D)
₹1 CroreInvest ₹10k per month*
Zero LTCG TaxUnlike 10% in Mutual Funds
Top performing plans with High Returns*
Invest ₹10K/month & Get ₹1 Crore returns*
|Fund Name||Category||1-Year Returns||5-Years Return||Fund Size|
|HDFC Flexi Cap Fund||Equity||23.50%||18.33%||₹38,668|
|HDFC Balanced Advantage Fund||Hybrid||25.30%||17.30%||₹61,599|
|HDFC Hybrid Equity Fund||Hybrid||17.10%||15.08%||₹20,789|
|HDFC Mid-Cap Opportunities Fund||Equity||33.00%||22.25%||₹47,236|
|HDFC Retirement Savings Fund||Solution Oriented||21.10%||20.81%||₹1,139|
|HDFC Multi-Asset Fund||Hybrid||13.90%||14.11%||₹1,913|
|HDFC Focused 30 Fund||Equity||21.70%||17.74%||₹6,166|
|HDFC Dynamic PE Ratio FoF Fund||Other||19.60%||14.61%||₹37|
|HDFC Hybrid Debt Fund||Hybrid||12.80%||10.38%||₹2,893|
|HDFC Retirement Savings Fund||Solution Oriented||25.60%||20.81%||₹3,656|
|HDFC Banking and PSU Debt Fund||Debt||7.20%||7.66%||₹6,485|
|HDFC Dynamic Debt Fund||Debt||7.60%||6.76%||₹642|
|HDFC Retirement Savings Fund||Solution Oriented||11.10%||20.81%||₹153|
|HDFC Large and Mid Cap Fund||Equity||26.10%||19.48%||₹11,198|
|HDFC Top 100 Fund||Equity||21.90%||15.18%||₹25,423|
Invest For (in Years)
Stay invested for (in Years)
Expected rate of return (in %)
HDFC Mutual Fund offers a wide range of mutual fund schemes across various categories, including equity, debt, hybrid, and money market funds.
HDFC Mutual Fund is known for its strong track record of performance. Many of its schemes have outperformed their respective benchmarks over the long term. HDFC Mutual Fund is also known for its investor-friendly approach and its commitment to providing excellent customer service.
Highlights of HDFC Mutual Fund:
The company's aspiration is to become the globally acclaimed Asset Manager. Its mission is to serve as the ultimate wealth creator for every Indian investor.
With a broad presence, HDFC AMC serves a network of customers and investment partners spanning over 200 cities. This extensive reach ensures that their services are accessible to a wide audience across the country.
HDFC AMC offers a diverse range of 108 primary investment schemes. These encompass 58 debt funds, 33 equity-oriented funds, 6 hybrid schemes, and 11 other offerings, including ETFs, Gold, FoFs, and more.
The investment team at HDFC AMC comprises 29 exceptionally skilled professionals. Their performance history reflects consistent excellence, combined with a deep understanding of the business and unwavering stability.
|Asset Management Company Name||HDFC Asset Management Company Ltd.|
|Mutual fund name||HDFC Mutual Fund|
|MD and CEO||Mr. Navneet Munot|
|AMC Incorporation Date||December 10, 1999|
|Trustee Organisation||HDFC Trustee Company Limited|
|Compliance Officer||Ms. Supriya Sapre|
|Investor Service Officer||Mr. Sameer Sakseria|
|Top Fund Managers||Mr. Shobhit Mehrotra
Mr. Prashant Jain
Mr. Chirag Setalvad
Mr. Vinay R. Kulkarni
Mr. Anil Bamboli
Mr. Anupam Joshi
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
To invest in HDFC Mutual Fund, you'll need the following documents:
KYC (Know Your Customer) documents:
Proof of Identity: This can be an Aadhaar card, Passport, Voter ID card, Driving license, PAN card with photograph, or any other government-issued identity card with a photograph.
Proof of Address: You can use a Passport, Voter ID card, Ration card, Registered Lease or Sale Agreement of Residence, Driving License, Flat Maintenance bill, or Insurance Copy.
There are two ways to invest in HDFC Mutual Fund:
Go to Policybazaar's website and sign up for an account.
Input your name, city, age, and contact information in the form to receive personalized plan benefits.
Explore the variety of plans available from HDFC Life to take advantage of HDFC Mutual Funds.
Examine the plan details, then proceed by clicking "Proceed" and follow the on-screen instructions to complete your purchase.
Fill in the necessary details, deposit your chosen investment amount, and choose your preferred payment method.
Provide your KYC details and complete the payment.
Upon successful payment, you will receive confirmation of your purchase.
Visit the HDFC Mutual Fund website or download the HDFC Mutual Fund app.
Create an account and link your bank account.
Search for the HDFC mutual fund scheme you want to invest in and enter the amount you want to invest.
Review your investment details and confirm the investment.
HDFC Flexi Cap Fund
HDFC Balanced Advantage Fund
HDFC Hybrid Equity Fund
HDFC Mid-Cap Opportunities Fund
HDFC Retirement Savings Fund
HDFC Multi-Asset Fund
HDFC Focused 30 Fund
For example, the HDFC Top 100 Fund has given an annualized return of 14.57% over the past 5 years. The HDFC Small Cap Fund has given an annualized return of 23.28% over the past 5 years. The HDFC Balanced Advantage Fund has given an annualized return of 17.3% over the past 5 years.
You can use the SIP calculator to calculate your returns on your mutual fund SIP.
The investment objective of the fund
The asset allocation of the fund
The track record of the fund manager
The expense ratio of the fund
The risk rating of the fund
*All savings are provided by the insurer as per the IRDAI approved insurance
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ