HDFC Mutual Fund

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.

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Top Performing HDFC Mutual Fund

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

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About HDFC Mutual Fund

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.

Key Information About HDFC Mutual Fund

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

What are the Documents Required to Invest in HDFC Mutual Fund?

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.

How to Invest in HDFC Mutual Fund?

There are two ways to invest in HDFC Mutual Fund:

  1. Through Policybazaar:

    • 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.

  2. Directly through HDFC Mutual Fund:

    • 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.

FAQ's

  • Which is the best HDFC Mutual Fund?

    Some of the most popular and well-performing HDFC Mutual Funds include:
    • 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

  • What is the return of HDFC Mutual Fund for 5 years?

    The returns of HDFC Mutual Funds vary depending on the scheme and the market conditions. However, many HDFC Mutual Fund schemes have outperformed their respective benchmarks over the long term. 

    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. 

  • Is HDFC Mutual Fund a good investment?

    HDFC Mutual Fund is a good investment option for investors who are looking for a reliable and well-performing mutual fund company. HDFC Mutual Fund offers a wide range of schemes to choose from, so you can find one that is suited to your investment goals and risk appetite. 
  • Which Mutual Fund is best?

    The best mutual fund for you will depend on your individual investment goals and risk appetite. Some factors to consider when choosing a mutual fund include:
    • 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 plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.

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