HDFC Mutual Fund
With a steadfast commitment to wealth management, HDFC Mutual Fund emerges as a reliable companion on your journey to financial well-being.
History of HDFC Mutual Fund
HDFC Asset Management Company Limited (HDFC AMC) is one of India’s preferred mutual fund. houses in India. It was registered with SEBI in the year 2000 . Over the past two decades, they have been delivering simple and accessible investment solutions to Indians. Backed by HDFC bank, which is one of the most trustedbanks in India, HDFC Mutual Funds are known for their transparency, best in-class governance, and effective risk management. They offer Portfolio Management Services and Separately Managed Account (SMA) Services to Indian customers
Their total AUM as of Mar 2023 is ₹ 4.4 Trillion and they have more than 75 thousand empaneled distributors. HDFC MF has their presence across 200 cities in India and has more than 1100 employees.
Vision
HDFC Mutual Fund envisions becoming a beacon of financial prosperity, committed to delivering excellence, trust, and sustainable wealth creation for our investors.
Mission
HDFC Mutual Fund is committed to fostering financial well-being by delivering innovative, client-centric investment solutions for long-term wealth creation.
Journey & Milestones of HDFC Mutual Fund
- 2000 - Registered with SEBI
- 2001 – A joint collab between HDFC Limited &abrdn Investment Management Limited
- 2003 – Acquired Zurich Mutual funds
- 2014 – Acquired Morgan Stanley Mutual Fund
- 2018 – Launched IPO and become a listed company
Achievements and awards of HDFC Mutual Fund
- DDB Mudra Grab Award For HDFC Mutual Fund at IAA IndIAA Awards 2023
- Best fund house in the “Television” category of Nivesh Manthan Investor Education Awards, 2022
- HDFC Mutual Fund has bagged the best overall fund award by Lipper in the year 2012
Types of HDFC Mutual Funds available
Following categories of Mutual Funds are available at HDFC Mutual Fund
- Equity Funds
- Debt Funds
- Hybrid Funds
- Index Funds
Top Performing HDFC Equity Mutual Funds
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| HDFC Mid-Cap Opportunities Fund | 47.10% | 56.33% | 56032.00 |
| HDFC Top 100 Fund | 30.70% | 44.25% | 49512.00 |
| HDFC Focused 30 Fund | 31.80% | 45.12% | 8689.00 |
| HDFC Large and Mid-Cap Fund | 40.60% | 52.74% | 15021.00 |
| HDFC Small Cap Fund | 43.20% | 53.82% | 26837.00 |
Top Performing HDFC Debt Mutual Funds
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| HDFC Banking & PSU Debt Fund | 7.40% | 8.24% | 6155.00 |
| HDFC Short Duration Fund | 5.02% | 6.17% | 13582.00 |
| HDFC Savings Bond Fund | 4.54% | 5.60% | 3201.00 |
| HDFC Credit Risk Fund | 5.42% | 7.48% | 3954.00 |
| HDFC Income Advantage Fund | 4.25% | 5.73% | 8602.00 |
Top Performing HDFC Hybrid Mutual Funds
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| HDFC Balanced Advantage Fund | 33.50% | 43.75% | 73348.00 |
| HDFC Hybrid Equity Fund | 18.90% | 27.52% | 8472.00 |
| HDFC Multi Asset Fund - Balanced 65 | 18.90% | 27.34% | 4025.00 |
| HDFC Hybrid Debt Fund | 14.80% | 19.72% | 2205.00 |
| HDFC Multi Asset Fund - Hybrid 75 | 21.20% | 29.47% | 3127.00 |
Top Performing HDFC Index Mutual Funds
| Fund Name (Direct-Growth) | 1-Year Return (%) | 3-Year Return (%) | AUM (Cr.) |
|---|---|---|---|
| HDFC Nifty 50 Index Fund | 31.49% | 21.67% | 795.05 |
| HDFC Sensex Index Fund | 31.41% | 21.59% | 482.42 |
Why Invest in HDFC Mutual Fund?
- Strong AUM Growth: Managing over Rs. 4.74 lakh crore in assets under management (AUM) as of October 31, 2023, making it one of the largest mutual fund houses in India.
- Diversified Product Portfolio: Offering a comprehensive range of over 80 mutual fund schemes across various categories, catering to diverse investor needs and risk appetites.
How to Invest in the HDFC Mutual Fund Online?
To invest in a HDFC Mutual Fund from the comfort of your home, just follow these quick and easy steps:
- Log in to your Fincover account.
- Complete the KYC verification process by Uploading valid documentation and identity proofs as per requirements.
- Click on Mutual Funds under investments, enter a few details
- Select the best HDFC Mutual Fund scheme as per your investment horizon and risk appetite.
- If you’re making a lump sum investment, click on the ‘Buy Now’ option.
- If you are starting an SIP (Systematic Investment Plan), select ‘Start SIP’.