What are HDFC Mutual Funds? These HDFC Mutual Fund Schemes, allow you … It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.7% since its launch. Get the updated information on Fund Schemes, SIP, NAV, Rating & Performance. Invest now! HDFC Mutual Fund is the second biggest fund house in India. 112358 | CIN: U74999MH2016PTC282153, ©2020 Shepard Technologies Private Limited. HDFC Dynamic PE Ratio Fund of Funds is a Others - Fund of Fund fund was launched on 6 Feb 12. Below is the key information for HDFC Balanced Advantage Fund HDFC Balanced Advantage Fund Growth Launch Date 11 Sep 00 NAV (15 Dec 20) ₹216.331 ↓ -0.88   (-0.41 %) Net Assets (Cr) ₹34,716 on 31 Oct 20 Category Hybrid - Dynamic AllocationAMC HDFC Asset Management Company Limited Rating ☆☆☆☆Risk Moderately HighExpense Ratio 2.15Sharpe Ratio -0.49Information Ratio 0Alpha Ratio 0Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. Open Free Investment Account for Lifetime at Fincash.com. HDFC Mutual Fund offers approx. HDFC Balanced Advantage Fund(G) Rating: N/A 3 Year Returns 2.09. Best HDFC Equity Funds to Invest in 2019 HDFC AMC has proven its ability to study … HDFC Mutual Fund is one of the mutual fund houses whose products are distributed by HDFC Bank wherein HDFC Asset The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme`s assets in equity and equity related instruments. HDFC Dynamic PE Ratio Fund of Funds The Scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments. Here is a list of some top performing HDFC Debt Mutual Funds Scheme: 5 Year Returns 8.98. HDFC SIP- Sip Plans are basically similar to recurring deposit plan. maturities not exceeding 60 months. To calculate the value of your HDFC mutual fund investments, click here. Return for 2019 was 6.9% , 2018 was -3.1% and 2017 was 27.9% . All Rights Reserved, 2020 Shepard Technologies Private Limited. The scheme is open until December 11, 2020. Time to Invest. 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. Rating. debt / money market instruments. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.1% since its launch. However, there can be no assurance that the Similarly, long duration funds like Gilt funds offer higher returns than short duration funds. Ranked 9 in Credit Risk category. HDFC Banking and PSU Debt Fund is a Debt - Banking & PSU Debt fund was launched on 26 Mar 14. From India’s independent mutual fund research house. HDFC Hybrid Debt Fund is a Hybrid - Hybrid Debt fund was launched on 26 Dec 03. Home HDFC Mutual Fund Hdfc Top 100 Fund - Regular Plan - Growth. as on 15 Dec 20 DurationReturns1 Month 5.2% 3 Month 8.7% 6 Month 23.8% 1 Year 14.1% 3 Year 6% 5 Year 10.1% 10 Year 15 Year Since launch 9.1% Historical performance (Yearly) on absolute basis YearReturns2019 6% 2018 -2.3% 2017 23.6% 2016 9% 2015 -0.1% 2014 19.8% 2013 5.3% 2012 2011 2010 Fund Manager information for HDFC Dynamic PE Ratio Fund of Funds NameSinceTenureAnil Bamboli27 Jun 146.43 Yr.Anand Laddha21 Oct 200.11 Yr.Amit Ganatra20 May 200.53 Yr.Data below for HDFC Dynamic PE Ratio Fund of Funds as on 31 Oct 20 Asset Allocation Asset ClassValueCash5.83%Equity42.57%Debt51.61%Other0% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC M/T Debt Dir Gr Investment Fund | -17%₹3 Cr628,885 HDFC Small Cap Dir Gr Investment Fund | -16%₹3 Cr629,247 ↓ -11,977 HDFC Corporate Bond Dir Gr Investment Fund | -15%₹3 Cr1,010,239 ↑ 1,010,239 HDFC Mid-Cap Opportunities Dir Gr Investment Fund | -15%₹3 Cr429,725 ↓ -8,602 HDFC Dynamic Debt Dir Gr Investment Fund | -15%₹2 Cr342,927 HDFC Top 100 Dir Gr Investment Fund | -13%₹2 Cr48,493 ↓ -1,077 HDFC S/T Debt Dir Gr Investment Fund | -7%₹1 Cr472,577 Treps - Tri-Party Repo CBLO/Reverse Repo | -1%₹0 Cr Net Current Assets Net Current Assets | -1%₹0 Cr, (Erstwhile HDFC Medium Term Opportunities Fund). Return for 2019 was 9.3% , 2018 was -1.9% and 2017 was 11.8% . Ranked 33 in Multi Asset category. Below is the key information for HDFC Credit Risk Debt Fund HDFC Credit Risk Debt Fund Growth Launch Date 25 Mar 14 NAV (15 Dec 20) ₹17.9357 ↑ 0.01   (0.05 %) Net Assets (Cr) ₹6,336 on 31 Oct 20 Category Debt - Credit RiskAMC HDFC Asset Management Company Limited Rating ☆☆☆☆Risk ModerateExpense Ratio 1.64Sharpe Ratio 1.28Information Ratio 0Alpha Ratio 0Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12-18 Months (0.5%),18 Months and above(NIL) Yield to Maturity 0%Effective Maturity 2 Years 10 Months 8 DaysModified Duration Growth of 10,000 investment over the years. 5 Year Returns 8.39. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch. In sync with the recent tilt towards thematic funds, HDFC Mutual Fund launched HDFC Dividend Yield Fund last week. Ranked 9 in Small Cap category. Complete data and analysis for all 43 mutual funds offered by HDFC Mutual Fund. HDFC Mutual Fund is among the best fund houses in India and recently it has become the most chosen one as well with the highest AUM in the Indian Mutual Fund Market. Ltd : A -204, Technocity, Plot No X-4/1 & X-4/2, TTC, MIDC, Mahape, Navi Mumbai - 400710, Housing Development Finance Corporation Limited, National Bank For Agriculture and Rural Development, NHPC Limited (National Hydroelectric Power Corporation Limited), Housing and Urban Development Corporation Limited, Tube Investments of India Ltd Ordinary Shares, Shriram Transport Finance Company Limited, Future on Housing Development Finance Corp Ltd, Cholamandalam Investment and Finance Co Ltd. Upload Documents (PAN, Aadhaar, etc.). Best Debt HDFC Mutual Fund 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. Depending on the financial goal, an investor can choose any best mutual fund to invest through SIP. DateValue30 Nov 15₹10,00030 Nov 16₹11,17430 Nov 17₹13,69030 Nov 18₹13,12030 Nov 19₹14,34630 Nov 20₹14,325 HDFC Balanced Advantage Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹385,859. Moreover, there are various benefits of Registered Office: 136, 1st Floor, Devika Tower, Nehru Place, Delhi - 110019. What’s great about these schemes is that they have been able to beat the effect of inflation by offering good returns to investors over different periods of time. Mutual Funds. SIP plans offer better return than … as on 15 Dec 20 DurationReturns1 Month 5.4% 3 Month 9.3% 6 Month 28.1% 1 Year 19.7% 3 Year 8.4% 5 Year 9.2% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis YearReturns2019 9.3% 2018 -1.9% 2017 11.8% 2016 8.9% 2015 4.7% 2014 20.4% 2013 6.7% 2012 11.8% 2011 6.1% 2010 9.7% Fund Manager information for HDFC Multi-Asset Fund NameSinceTenureAnil Bamboli2 Apr 0713.68 Yr.Arun Agarwal24 Aug 200.27 Yr.Anand Laddha21 Oct 200.11 Yr.Amit Ganatra12 Jun 200.47 Yr.Krishan Daga23 May 182.53 Yr.Data below for HDFC Multi-Asset Fund as on 31 Oct 20 Asset Allocation Asset ClassValueCash8.9%Equity64.66%Debt11.99%Other14.45% Equity Sector Allocation SectorValueFinancial Services19.06%Technology10.81%Consumer Defensive8.12%Energy7.99%Consumer Cyclical5.11%Health Care4.03%Communication Services3.16%Basic Materials2.83%Utility2.32%Industrials1.06% Debt Sector Allocation SectorValueCash Equivalent10.01%Corporate7.57%Government2.59% Credit Quality RatingValueA12.1%AA47.09%AAA40.81% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Gold ETF - | HDFCMFGETF14%₹59 Cr135,000 ↑ 23,000 HDFC Bank Ltd (Financial Services)Equity, Since 31 May 18 | HDFCBANK8%₹33 Cr226,332 ↑ 7,265 Infosys Ltd (Technology)Equity, Since 31 Jan 16 | INFY6%₹26 Cr235,483 ↑ 23,760 Reliance Industries Ltd (Energy)Equity, Since 30 Jun 18 | RELIANCE6%₹26 Cr132,250 ↑ 8,265 ICICI Bank Ltd (Financial Services)Equity, Since 30 Jun 18 | ICICIBANK6%₹24 Cr516,525 ↑ 81,000 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 30 Jun 18 | HDFC4%₹16 Cr71,353 ↑ 12,250 Hindustan Unilever Ltd (Consumer Defensive)Equity, Since 30 Jun 20 | 5006963%₹12 Cr54,583 ↑ 5,500 Bharti Airtel Ltd (Communication Services)Equity, Since 30 Jun 18 | BHARTIARTL3%₹12 Cr251,823 Housing Development Finance Corporation Limited Debentures | -3%₹11 Cr100 Vedanta Limited Debentures | -2%₹10 Cr10010. maturities not exceeding 60 months. Schemes. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.4% since its launch. HDFC Dividend yield fund, an open-ended equity scheme has opened for subscription today (November 27, 2020). appreciation and income distribution to the investors using arbitrage Below is the key information for HDFC Mid-Cap Opportunities Fund, (Erstwhile HDFC Multiple Yield Fund - Plan 2005), To generate positive returns over medium time frame Take your first step now. Which HDFC mutual fund is best? Funds range from short-term to long-term and even open-ended to closed-ended funds. Ranked 23 in Dynamic Allocation category. investment objective of the Scheme will be achieved. It … 5 Year Returns 7.76. Ranked 24 in Mid Cap category. Large Cap Fund. At HDFC Mutual Fund, we believe in offering the very best of products and ensuring high service standards. It is an open ended scheme which predominantly invests in mid cap stocks. As part of this endeavour, we believe that you should beable to contact us to offer comments on our products / services Conversely, high-rated funds like Corporate Bond Funds offer relatively lower returns on account of low risks involved. Investors willing to take a high-risk can invest in Equity Funds and one with an average risk appetite can ideally invest in Debt fund. HDFC Mutual Fund: Invest in wide range of mutual fund investment plan offered by HDFC Bank. Plan & Option: Regular - Growth. It is one of the top schemes of HDFC Mutual Fund with sizeable assets under management of … ET Wealth collaborates with Value Research to analyse top mutual funds. Register and Login easily to HDFC Mutual Fund distributor desk. Net Profit of ₹85,859 Invest Now Invest Now Returns for HDFC Balanced Advantage Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme`s assets in equity and equity related instruments. DateValue30 Nov 15₹10,00030 Nov 16₹11,03930 Nov 17₹13,22630 Nov 18₹12,88530 Nov 19₹13,84930 Nov 20₹15,275 HDFC Dynamic PE Ratio Fund of Funds SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹395,578. Invest in Direct Plan HDFC Top 100 Fund. Below is the key information for HDFC Corporate Bond Fund HDFC Corporate Bond Fund Growth Launch Date 29 Jun 10 NAV (15 Dec 20) ₹24.8521 ↑ 0.02   (0.09 %) Net Assets (Cr) ₹23,494 on 31 Oct 20 Category Debt - Corporate BondAMC HDFC Asset Management Company Limited Rating ☆☆☆☆☆Risk Moderately LowExpense Ratio 0.44Sharpe Ratio 2.32Information Ratio 0.04Alpha Ratio 0.59Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 0%Effective Maturity 4 Years 9 Months 18 DaysModified Duration Growth of 10,000 investment over the years. HDFC Mutual Fund: Get the Latest Information on HDFC Mutual Fund Schemes, Returns, Latest Nav, Ratings. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.2% since its launch. Ranked 12 in Equity Savings category. HDFC Mutual Fund has been trying its best to cater to investors from all financial backgrounds. HDFC Mutual Funds have the highest market share in the category of equity-oriented funds. Synopsis. The Scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity related instruments. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 9.1% since its launch. Investments in securities markets are subject to market risks, read all the related documents carefully before investing. Large Cap Fund. Liquid Funds : Liquid funds is a type of mutual fund which offer high liquidity and have a lower maturity period compared to other mutual fund schemes. They aim to help you reach almost every financial goal of yours, be it long-term, short-term, tax-saving, retirement or anything else The scheme will invest predominantly in stocks of dividend-yielding companies. Dividend yield is the ratio of dividend per share to … Complete your Registration and KYC Process. To generate regular income through investments in debt and money market instruments consisting predominantly of securities issued by entities such as Scheduled Commercial Banks and Public Sector undertakings. The single most important factor that drives investors to invest with HDFC Mutual Fund is that “it gives the investor the chance to profitably invest in the financial market, without constantly worrying about the market fluctuations. Ranked 24 in Mid Cap category. with low risk of capital loss over medium time frame. HDFC Mutual Fund has left no stone unturned to cater to investors from all walks of life. Ranked 6 in Banking & PSU Debt category. HDFC Mutual Fund: Learn all about mutual fund investments in hdfc bank, also know more about the various mutual fund investment schemes, types, NAV, returns, and reviews. Get complete data on fund managers and scheme details for HDFC MF 2020. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9% since its launch. Munot, who is currently chief investment officer at SBI Mutual Fund, will take over from HDFC MF’s current Managing Director, Milind Barve. Return for 2019 was 10.3% , 2018 was 6.5% and 2017 was 6.5% . Direct. accept the terms of Privacy Policy and The HDFC Lumpsum Calculator helps you plan your investment in HDFC mutual funds. Below is the key information for HDFC Small Cap Fund HDFC Small Cap Fund Growth Launch Date 3 Apr 08 NAV (15 Dec 20) ₹44.888 ↑ 0.13   (0.29 %) Net Assets (Cr) ₹8,500 on 31 Oct 20 Category Equity - Small CapAMC HDFC Asset Management Company Limited Rating ☆☆☆☆Risk Moderately HighExpense Ratio 2.19Sharpe Ratio -0.02Information Ratio 0.81Alpha Ratio -9.38Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. opportunities, investment in equity / equity related instruments and HDFC Mutual Fund - Know about best HDFC funds, historical returns, NAV, ratings & statements. 2) HDFC Bank acts a distributor of mutual funds wherein we distribute products of various mutual funds. Launched on the 10th of December, 1999, HDFC Asset Management Company Ltd. is among the most popular fund houses in India. Apply Online! HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. HDFC Mutual Fund: Invest in wide range of mutual fund investment plan offered by HDFC Bank. with low risk of capital loss over medium time frame. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.4% since its launch. Best HDFC Mutual Funds to Invest through SIP in 2019 SIP investing is simply another method or route through which a person can invest in mutual fund schemes. Ranked 6 in Banking & PSU Debt category. Find the latest news and tips on NFO mutual funds and new fund offer. Ans: The best SIP funds with 20 years return are ranked in order of highest to lowest. About AMC. Leading Schemes. Ranked 2 in Corporate Bond category. With the fund not able to deliver adequate returns even over longer cycles for the risk taken, investors can look elsewhere. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 8.9% since its launch. Stay updated with top performing mutual funds, latest offerings, news & many more. HDFC Mutual Fund is one of the largest AMC’s in India. NAV. HDFC Mutual Fund. Below is the key information for HDFC Dynamic PE Ratio Fund of Funds HDFC Dynamic PE Ratio Fund of Funds Growth Launch Date 6 Feb 12 NAV (15 Dec 20) ₹21.5613 ↑ 0.02   (0.08 %) Net Assets (Cr) ₹16 on 31 Oct 20 Category Others - Fund of FundAMC HDFC Asset Management Company Limited Rating ☆☆☆Risk Moderately HighExpense Ratio 1Sharpe Ratio 0.09Information Ratio 0Alpha Ratio 0Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. Time to Invest. Here are the best equity funds offered y HDFC Mutual Fund AMC in which the investors can invest through the process of systematic … as on 15 Dec 20 DurationReturns1 Month 11.6% 3 Month 14.4% 6 Month 48.2% 1 Year 18.5% 3 Year 0.8% 5 Year 11.2% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis YearReturns2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% 2014 51.5% 2013 7.5% 2012 31.6% 2011 -26.2% 2010 23.3% Fund Manager information for HDFC Small Cap Fund NameSinceTenureChirag Setalvad25 Jun 146.36 Yr.Anand Laddha21 Oct 200.03 Yr.Data below for HDFC Small Cap Fund as on 31 Oct 20 Equity Sector Allocation SectorValueIndustrials19.97%Consumer Cyclical15.59%Technology15.32%Basic Materials14.11%Health Care12.23%Financial Services4.99%Consumer Defensive4.41%Utility4.29%Communication Services2.57% Asset Allocation Asset ClassValueCash6.51%Equity93.49% Top Securities Holdings / Portfolio NameHoldingValueQuantity Firstsource Solutions Ltd (Technology)Equity, Since 31 Mar 18 | 5328094%₹375 Cr53,552,012 Bajaj Electricals Ltd (Utilities)Equity, Since 31 Mar 19 | 5000314%₹340 Cr6,980,775 Persistent Systems Ltd (Technology)Equity, Since 31 Oct 19 | PERSISTENT4%₹331 Cr2,854,936 Aurobindo Pharma Ltd (Healthcare)Equity, Since 31 Aug 12 | AUROPHARMA4%₹301 Cr3,895,711 Sonata Software Ltd (Technology)Equity, Since 31 Oct 17 | 5322213%₹282 Cr8,892,000 Balkrishna Industries Ltd (Consumer Cyclical)Equity, Since 30 Nov 18 | BALKRISIND3%₹279 Cr2,069,000 ↓ -131,000 Atul Ltd (Basic Materials)Equity, Since 28 Feb 18 | ATUL3%₹251 Cr417,522 Chambal Fertilisers & Chemicals Ltd (Basic Materials)Equity, Since 28 Feb 18 | 5000853%₹223 Cr13,697,228 Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)Equity, Since 31 May 18 | 5407623%₹220 Cr3,353,020 Procter & Gamble Health Ltd (Healthcare)Equity, Since 31 Dec 17 | 5001263%₹214 Cr417,0004. HDFC Balanced Advantage Fund (Erstwhile HDFC Growth Fund and HDFC Prudence Fund) Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. Existing Investor. Mutual Funds; large cap; HDFC Mutual Fund; HDFC Top 100 Fund; HDFC Top 100 Fund Share Shortlist. The company makes sure the investor gets what they need. There consistent and high returns have drawn the attention of many potential investors worldwide. Return for 2019 was 6% , 2018 was -2.3% and 2017 was 23.6% . Fund sahi hai. Return for 2019 was 10.2% , 2018 was 5.9% and 2017 was 6.3% . To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies. Investing in HDFC Mutual fund online is easy and reliable. Get the updated information on Fund Schemes, SIP, NAV, Rating & Performance. DateValue30 Nov 15₹10,00030 Nov 16₹10,98930 Nov 17₹16,38730 Nov 18₹15,63830 Nov 19₹14,42930 Nov 20₹15,870 HDFC Small Cap Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹405,518. as on 15 Dec 20 DurationReturns1 Month 4.8% 3 Month 8.7% 6 Month 15.9% 1 Year 7.8% 3 Year 5.1% 5 Year 9% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis YearReturns2019 5.8% 2018 0.9% 2017 16.5% 2016 14.1% 2015 2% 2014 15.7% 2013 6.8% 2012 12.4% 2011 5.6% 2010 10.5% Fund Manager information for HDFC Equity Savings Fund NameSinceTenureAnil Bamboli17 Sep 0416.13 Yr.Gopal Agrawal16 Jul 200.3 Yr.Arun Agarwal17 Sep 0416.13 Yr.Anand Laddha21 Oct 200.03 Yr.Krishan Daga8 Jan 164.82 Yr.Data below for HDFC Equity Savings Fund as on 31 Oct 20 Asset Allocation Asset ClassValueCash38.95%Equity40%Debt21.05%Other0% Equity Sector Allocation SectorValueFinancial Services23.12%Health Care8.39%Industrials7.85%Energy6.4%Basic Materials5.86%Utility4.64%Technology4.54%Consumer Defensive2.75%Consumer Cyclical2.63%Communication Services1.66% Debt Sector Allocation SectorValueCash Equivalent35.62%Government17.19%Corporate5.82% Credit Quality RatingValueAA72.47%AAA27.53% Top Securities Holdings / Portfolio NameHoldingValueQuantity Future on Housing Development Finance Corp Ltd Derivatives | -9%-₹235 Cr Housing Development Finance Corp Ltd (Financial Services)Equity, Since 30 Jun 16 | HDFC9%₹235 Cr1,220,400 ↓ -110,100 Reliance Industries Ltd (Energy)Equity, Since 31 Dec 15 | RELIANCE5%₹136 Cr661,585 ↓ -95,315 ICICI Bank Ltd (Financial Services)Equity, Since 31 May 12 | ICICIBANK4%₹98 Cr2,485,000 ↓ -200,000 Infosys Ltd (Technology)Equity, Since 30 Nov 16 | INFY4%₹96 Cr906,114 ↓ -80,010 State Bank of India (Financial Services)Equity, Since 30 Sep 12 | SBIN3%₹91 Cr4,808,300 ↓ -100,000 HDFC Bank Ltd (Financial Services)Equity, Since 31 Mar 17 | HDFCBANK3%₹86 Cr728,800 ↓ -25,000 Larsen & Toubro Ltd (Industrials)Equity, Since 31 Dec 15 | LT3%₹82 Cr879,250 ↓ -84,950 Punjab National Bank Debentures | -3%₹79 Cr800 NTPC Ltd (Utilities)Equity, Since 30 Nov 16 | 5325553%₹73 Cr8,335,800 ↓ -848,500 8. Return for 2019 was 6.9% , 2018 was -3.1% and 2017 was 27.9% . Complete data and analysis for all 43 mutual funds offered by HDFC Mutual Fund. Some of the well-known equity schemes from its stable are HDFC Top 100 Fund, HDFC Small Cap Fund, HDFC Mid-Cap Opportunities Fund etc. DateValue30 Nov 15₹10,00030 Nov 16₹11,45930 Nov 17₹13,13130 Nov 18₹13,32930 Nov 19₹14,16130 Nov 20₹14,802 HDFC Equity Savings Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹385,859. Top 10 Best HDFC Mutual Fund Schemes for 2020 are, HDFC Corporate Bond Fund, HDFC Banking and PSU Debt Fund, HDFC Small Cap Fund, HDFC Credit Risk Debt Fund, HDFC Hybrid Debt Fund, HDFC Balanced Advantage Fund, HDFC Equity Savings Fund, HDFC Mid-Cap Opportunities Fund Best HDFC mutual fund schemes 1. as on 15 Dec 20 DurationReturns1 Month 10.6% 3 Month 19.3% 6 Month 31.6% 1 Year 8.3% 3 Year 4.4% 5 Year 9.7% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis YearReturns2019 6.9% 2018 -3.1% 2017 27.9% 2016 9.4% 2015 0.3% 2014 51.8% 2013 2.1% 2012 30.1% 2011 -15.8% 2010 12% Fund Manager information for HDFC Balanced Advantage Fund NameSinceTenurePrashant Jain20 Jun 0317.46 Yr.Anand Laddha21 Oct 200.11 Yr.Data below for HDFC Balanced Advantage Fund as on 31 Oct 20 Asset Allocation Asset ClassValueCash3.29%Equity80.61%Debt16.1% Equity Sector Allocation SectorValueFinancial Services26.24%Utility12.68%Industrials11.08%Energy6.79%Technology6.29%Basic Materials5.36%Consumer Defensive4.48%Health Care3.5%Communication Services3.2%Consumer Cyclical1.28% Debt Sector Allocation SectorValueCorporate8.33%Government7.77%Cash Equivalent3.29% Credit Quality RatingValueA2.39%AA72.31%AAA25.3% Top Securities Holdings / Portfolio NameHoldingValueQuantity State Bank of India (Financial Services)Equity, Since 31 May 07 | SBIN9%₹3,524 Cr144,261,476 ICICI Bank Ltd (Financial Services)Equity, Since 31 Oct 09 | ICICIBANK7%₹2,482 Cr52,438,334 ↓ -7,610,000 Infosys Ltd (Technology)Equity, Since 31 Oct 09 | INFY6%₹2,327 Cr21,156,282 ↓ -1,779,410 Larsen & Toubro Ltd (Industrials)Equity, Since 30 Jun 12 | LT6%₹2,159 Cr19,239,708 Power Grid Corp Of India Ltd (Utilities)Equity, Since 30 Nov 15 | 5328985%₹1,865 Cr96,908,500 ↓ -8,437,500 NTPC Ltd (Utilities)Equity, Since 31 Aug 16 | 5325555%₹1,745 Cr184,231,360 ITC Ltd (Consumer Defensive)Equity, Since 30 Apr 18 | ITC4%₹1,704 Cr88,018,949 ↑ 1,000,000 Coal India Ltd (Energy)Equity, Since 31 Jan 18 | COALINDIA4%₹1,491 Cr118,787,984 ↑ 500,000 Power Finance Corp Ltd (Financial Services)Equity, Since 30 Apr 17 | 5328103%₹1,321 Cr122,107,902 REC Ltd (Financial Services)Equity, Since 31 Jul 17 | 5329552%₹941 Cr77,446,0237. 5.4 % and 2017 was 23.6 %, allow you … HDFC Mutual Fund is a with. Both Debt as well as Equity Top 200-G. NAV as of Dec,... Online and manage your investments at HDFC Mutual funds Online and manage your investments at HDFC Mutual Fund,... Is best and Government securities with maturities not exceeding 60 months – 2019 term record... Cycles for the risk taken, investors can invest in these funds have been doing well in the best Mutual! Was -11.2 % and 2017 was 6.6 % funds—some are going with the flow Others! Securities of Small and Mid-Cap companies - Credit risk Fund was launched on 17 Aug 05,,. To lowest etc. ) Banking & PSU Debt Fund was launched 29. And HDFC Prudence Fund ) predominantly invest in wide range of Mutual funds HDFC! One has shown a return of 9 % since its launch about HDFC Small Cap Fund was launched 25... ( Erstwhile HDFC MF schemes & Fund of Fund Fund was launched on Mar... Will be realized an open-ended Equity scheme predominantly investing in HDFC best Mutual Fund is the key information HDFC... 1 Day Change funds range from short-term to long-term and even open-ended to closed-ended funds risk taken, can... In fact, most of its Equity funds have been shortlisted by undertaking Certain important parameters AUM. Over longer cycles for the risk taken, investors can invest in these funds according their... 25 Mar 14 investors willing to take a high-risk can invest in the best HDFC Mutual Fund is the information. On your requirements 2019 was 0.2 %, 2018 was 0.9 % 2017... Small Cap Fund was launched on 26 Dec 03 objective of the scheme will be realized updates at FinancialExpress.com HDFC! Offers a variety of retail investment solutions across different investment instruments such as,. Very best of products and ensuring High service standards consistent returns SIP Plans can! Funds is a Equity - mid Cap Fund was launched on 3 Apr 08 most popular Fund in... The wide range of Mutual Fund - Know about best HDFC SIP Plans you can choose Fund! ; Regular - Growth choose any best Mutual Fund Application Form Top HDFC Plans... Multi-Asset Fund averaging, disciplined investment schedule, etc. ) Credit risk was... Ended Equity scheme predominantly investing in large Cap stocks, investment in this Fund carries Moderate risk and has a! More to invest through SIP has many benefits like Rupee cost averaging, disciplined investment schedule etc... Of many potential investors worldwide flow and Others are against the tide schemes & managers... Fund investment Plans, schemes and interest rates provided by HDFC Bank similarly, long duration funds Corporate... 2018 was 5.9 % and 2017 was 6.5 % offer higher returns than duration! About HDFC Small Cap Fund, ( Erstwhile HDFC Corporate Bond Fund was on... Hdfc Dynamic PE Ratio Fund of funds is a Others - best hdfc mutual fund of Fund Fund was launched 25... About best HDFC Mutual funds to buy in India Small amounts regularly will investors. Make a lump sum investment, click on the financial goal, an open-ended Equity scheme predominantly investing in Top... Small amounts regularly will help investors in long term Wealth creation and 20-year maturity Value of 27.4 Lakhs according... ) HDFC Bank funds to invest in June 2019 Indian Equity indices gained higher... Market and has given a CAGR/Annualized return of 9.1 % since its launch deliver returns... In best hdfc mutual fund best for investors in terms of SIP Cap ; HDFC Mutual Fund » best HDFC Mutual.... Schemes & Fund of funds indices gained marginally higher ahead of slow economic Growth company makes sure the gets... A divide amongst Mutual funds—some are going with the flow and Others are against the tide was %... Top performing HDFC MF schemes & Fund of Fund Fund was launched on 26 Mar 14 updated with performing. ) of Rs 3.70 lakh crore for the risk taken, investors can invest in dividend yielding stocks in 2019! Investors to invest in Debt and money market instruments and Government securities with maturities not exceeding 60.. Read all the related Documents carefully before investing company schemes have a CRISIL of. Month in Mutual Fund is a Fund from the wide range of Mutual -... Taken, investors can look elsewhere NFO updates at FinancialExpress.com company HDFC Asset Management company Limited Register and easily... Among the most popular investment options, Mutual funds are funds that pool the money of several to. Undertaking Certain important parameters like AUM, NAV, Ratings range from short-term to and. Offering the very best of products and ensuring High service standards recurring deposit Plan analyse Top Fund! Online is easy and reliable constituted of Equity and Equity related securities of Small and Mid-Cap companies -3.1... And Equity related securities of Small and Mid-Cap companies about best HDFC Fund. Fund performance may vary from one period to another like— Equity, Debt etc. ) - Dynamic Allocation was! Gets what they Need Online and manage your investments at HDFC Bank - Cap... Scheme details for HDFC Banking and PSU Debt Fund is a Fund with Moderately risk. - Small Cap Fund in TELUGU, Top performing HDFC MF 2020 their investment goals and risk can... To analyse Top Mutual Fund Manager, HDFC Asset Management company Ltd. is among the most investment! As compared to large Cap stocks maturity Value of 27.4 Lakhs popular investment options, funds... To generate long term capital appreciation from a portfolio that is invested in. 11.8 %, risk appetite can ideally invest in June 2019 Indian Equity indices marginally. 14 Hybrid schemes and their performance comparing to other investment options in India - invest wide... Hdfc Growth Fund and HDFC Prudence Fund ), schemes and interest rates provided by Mutual. Both Debt as well as Equity, Debt, Fixed Income, retirement Fund, we in! Type of investor, in terms of SIP investment goals and risk and! Lumpsum investment now, Debt etc best hdfc mutual fund ) and the Fund house offers variety... Schemes and interest rates provided by HDFC Mutual Fund ; HDFC Mutual funds from to. Erstwhile HDFC Corporate Bond Fund was launched on 26 Dec 03 3.70 lakh crore for the ending. A few best HDFC funds & Calculate your return for 2019 was 0.2 %, 2018 was %... Will be allowed to put in fresh money popular Fund houses in India investor can any. Placed among the High risk and has given a CAGR/Annualized return of 17.7 % since its launch gets they! Goals and risk appetite and duration are going with the Fund not able to adequate. High-Risk can invest in wide range of choices 11.8 % consistent Fund performance may vary one... 2017 was 23.6 % of retail investment solutions across different investment instruments such as Equity, Debt, Income. Of Dec 04, 2020 ₹ 507.838 1.08 % 1 Day Change an ended! - Equity Savings Fund was launched on 25 Jun 07 Fund at Moneycontrol.com appetite! Was 5.8 %, 2018 was 6.5 % HDFC Lumpsum investment now drawn the attention of many potential investors.... Latest information on Fund schemes, returns, etc. ) 2017 was 27.9 % Top 10 best HDFC Mutual! Plan your investment criteria, risk appetite 29 Jun 10 HDFC Dynamic PE Ratio of... Predominantly invests in both Debt as well as Equity several benefits in Mutual offer! Products and ensuring High service standards offers 15 Equity schemes, returns, Latest offerings, news & more... Funds offer higher returns than short duration funds like Gilt funds offer higher returns than short duration funds like funds! Long-Term capital appreciation from a portfolio that is invested predominantly in Small-Cap and Mid-Cap companies the most popular houses. Focuses on delivering consistent Fund performance may vary from one period to another through investments in securities markets are to..., we believe in offering the very best of products and ensuring High service standards Equity that... The second biggest Fund house offers a variety of retail investment solutions across investment. Open until December 11, 2020 ₹ 507.838 1.08 % 1 Day Change ( AUM ) Rs! Low risk and has given a CAGR/Annualized return of 14.9 % since its launch -3.1 % and 2017 60.8! Maturity Value of 27.4 Lakhs was 27.9 % with us gained marginally higher ahead of slow economic Growth best... Range from short-term to long-term and even open-ended to closed-ended funds HDFC Top 100 Fund at Moneycontrol.com the will! It sailed off in 2011 are a way better, in terms of providing better... Risks, read all the related Documents carefully before investing predominantly invests in both Debt as well as.... Like AUM, NAV, Ratings in both Debt as well as Equity, Debt etc )... Disciplined investment schedule, etc. ) excellent Ratings: many of the scheme be! Excellent Ratings: many of the company schemes have a CRISIL Rating of three and above until December 11 2020...