HDFC Mutual Fund, one of the largest mutual fund companies in India, has assets under the management of Rs 4,23,716 crore. The company was incorporated in 1999 as a joint venture between HDFC Limited and Investment Management Limited and became a public company in August 2018.
The fund company is strong in equity investments with 11% of assets under management in the industry. As of March 31, 2022, the retail and institutional client base had 9.9 million active accounts.
- HDFC mutual funds offer about 89 major programs.
- Of the 89 plans, 52 are bonus plans, 22 are stock plans, 6 are hybrid plans, and 9 are other plans (ETF, Gold, FoF, etc.).
- Corporate Vision: To be the most trusted wealth management company in the world with a mission to create wealth for all Indians.
key information
- HDFC Mutual Fund Mutual Fund Name
- Founded on December 10, 1999
- HDFC Ltd. trustworthy company.
- Managing Director and CEO of Navneet Munot
- CIO Prashant Jain
- Yazidi Hariura Compliance Officer
What documents are required to invest in HDFC mutual funds?
Know-Your-Customer (KYC) documents include proof of address and identity. Below is a list of Officially Accepted Documents (OVDs).
identification card
- PAN card (mandatory)
- language ID
- driver’s license
- passport
- random card
- Other valid identification documents issued by the central or state government
proof of address
- language ID
- driver’s license
- passport
- limited cards
- random card
- Account statement or account book
- Services such as electricity or gas bills
These are some standard checklists, but going through them all is a tedious process and can delay your investment planning. Here ET Money offers a fast and paperless solution.
You can submit your KYC in less than 2 minutes by uploading your photo ID and proof of address. These include PAN and Aadhaar, voter ID, driver’s license, and passport, as well as live video for signatures, selfies, and identification. ET Money’s fast KYC app makes investing easy.
Since the verification is done by a government certification body, the KYC verification takes 3-5 business days.
How to invest in HDFC funds?
There are three ways to invest in the HDFC Mutual Fund Scheme.
1. Through the HDFC Investment Fund website
2. About Seller
3. Through the ET Money platform
To invest through the HDFC Mutual Fund website, you must register and create an account. Then follow these steps:
However, if you invest in multiple mutual funds from different AMCs, it can be difficult to affiliate with each fund house. Investment monitoring and analysis are also a challenge.
On the other hand, if you do the same thing through a dealer, you pay more and therefore make less profit. A simpler, more effective, and efficient way to invest in HDFC mutual funds or any other fund house is through the ET Money platform.
You only need to register once and invest in other AMC programs. There are a variety of HDFC mutual fund programs to choose from and ET Money is a direct investment platform with low operating costs. You can also keep track of your existing portfolio on ET Money. See all your existing and new investments in one place, making it easy to track and make informed decisions.
In addition, the ET Money investment platform provides valuable details such as historical fund performance, performance stability, loss protection, fund history, expense ratios, exit costs, and other important information.
How to invest in mutual funds with ET Money
1. Sign up to be a member by email and OTP.
2. Select backgrounds. Enter the investment amount. Choose the type of investment: Lump sum (one time only) or SIP.
3. Enter your PAN and full name and confirm your mobile number.
4. Enter your bank account information and select a payment method. For SIP, configure the task.
5. Follow the KYC process with selfies and live videos. Enter the required data and an electronic signature.
6. Transactions are processed after verification of KYC documents.
HDFC Mutual Fund NAV and Scheme Details
HDFC Giveaway Fund Investment 191.36 Core Fund 7.91% HDFC Balanced Income – Positive Growth 305.88 Equities – Diversified 16.17% HDFC Balanced Fund – Positive Dividend 29.69 Equities – Equity Fund 4.41% 4, 41% Fixed Income Fund – Mu HDtFC Growth Fund Combo 14.93 Notala – Revenue 0.32% HDFC Revenue – Consolidated Quarterly Forecast 10.98 Notala – Revenue – 2.34% HDFC Cash – Growth 4,215.51 Revenue 3.71% – 71% – HDFC Water Fund 10.8%. Mutual Fund – Compound – Weekly Fund 1031.62 Mutual Fund 0.02% HDFC Mutual Fund – Compound – Individual 1019.82 Mutual Fund 0% HDFC Mutual Fund Growth Opportunity Fund – Growth Opportunity 193.91 Equities – Equity Ownership Fund – 13.4% Golden Opportunity Mutual Fund 1.68% HDFC Gold Mutual Fund – Equity Plan 11.71 Gold Fund – Credit Rating Mutual Fund 0.86% HDFC – Growth Fund 19.57 Credit – Income 3.76% HDFC Mutual Fund Credit Rating Future Equality – Consolidated Vision. HDFC Credit Risk -1 HDFC Credit Rating -1 Debt7
Quarterly profit
A quarter of the year. quarter two Fourth quarter third quarter
2022 0.96 -6.11 – –
2021 7.52 8.67 7.23 0.34
2020 -23.17 14.85 6.66 20.46
2019 5.95 0.81 -2.39 3.14
2018 -3.89 -0.89 -0.55 2.62
10 HDFC Mutual Funds
- Fund name No. Risk 3-year return AUM (CR)
- HDFC Small Cap Fund – Mid-High Small Cap Direct Equity 17.38 7543.56
- HDFC Equity Fund – Direct Multi-Equity Plan Medium High 16.69 22502.63
- HDFC Top 100 Funds – Mid-Cap Private Equity 16.58 16609.7
- HDFC Balanced Adv Direct Plan Dynamic asset allocation Medium High 16.46 40894.01
- Pension Savings Fund HDFC – Mixed Equity Scheme – High Direct Pension Scheme 15.82 255.86
- HDFC long-term fund product – direct ELSS package (tax savings) Medium High 15.73 1481.97
- Pension Savings Fund HDFC – Equity Scheme – High Direct Pension Scheme 15.2 679.22
- HDFC Sensex Plan-Direct Index Fund Medium High 15.15 347.41
- HDFC Nifty 50 Plan-Direct Index Fund Medium High 14.28 691.81
- HDFC Capital Builder Value Fund – high average direct program cost 14.2 4624.22
The Best Guide to HDFC Mutual Funds
HDFC AMC Mutual Funds offer some of the best mutual funds in India. Below is a list of some of the best-performing HDFC mutual funds.
- Fund name No. Risk 3-year return AUM (CR)
- HDFC Equity Savings Fund – Direct Scheme Maximum Equity Savings 12.14 5960.42
- HDFC Mid Cap Opportunity Fund – Plan Mid Cap Mid High Direct 12.5 22790.79
- HDFC Capital Builder Value Fund – high average direct program cost 14.2 4624.22
The Best Day of the HDFC Mutual Funds
HDFC funds aim to generate long-term capital appreciation by investing in eligible securities that deliver high returns to investors. Most equity mutual funds have performed well in the market and generated reasonable returns. Check out the list below to see which one suits your risk appetite.
- Fund name No. Risk 3-year return AUM (CR)
- HDFC Small Cap Fund – Mid-High Small Cap Direct Equity 17.38 7543.56
- HDFC Equity Fund – Direct Multi-Equity Plan Medium High 16.69 22502.63
- HDFC Top 100 Funds – Mid-Cap Private Equity 16.58 16609.7
- HDFC long-term fund product – direct ELSS package (tax savings) Medium High 15.73 1481.97
- HDFC Sensex Plan-Direct Index Fund Medium High 15.15 347.41
Top Hybrid HDFC Funds
A hybrid or balanced strategy creates an intermediate bridge between equity and debt. This category, characterized by a combination of stocks and bonds, is suitable for investors seeking higher returns at higher risk than fixed income plans.
- Fund name No. Risk 3-year return AUM (CR)
- HDFC Balanced Adv Direct Plan Dynamic asset allocation Medium High 16.46 40894.01
- Pension Savings Fund HDFC – Mixed Equity Scheme – High Direct Pension Scheme 15.82 255.86
- Pension Savings Fund HDFC – Equity Scheme – High Direct Pension Scheme 15.2 679.22
- HDFC Equity Savings Fund – Direct Scheme Maximum Equity Savings 12.14 5960.42
- HDFC Dynamic PE Ratio Fund Plan A – Direct-Growth Fund Medium High 11.94 21.4
HDFC funds are the best debt
HDFC funds aim to generate long-term capital appreciation by investing in eligible securities that deliver high returns to investors. Most equity mutual funds have performed well in the market and generated reasonable returns. Check the list below to see which foods are at risk.
- Fund name No. Risk 3-year return AUM (CR)
- HDFC direct debit program Medium term 8.3 1100.04
- HDFC Corporate Bond Fund – Direct Program Corporate Bonds Low Medium 8.29 11796.1
- Credit risk HDFC Direct debt plan Controlled credit risk 8.26 16194.41
- HDFC direct banking program and PSU debt fund and controlled PSU 8.21 2994.05
- HDFC Low Real-time Low Medium Low 7.9 12970.81