Top 10 Hdfc Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
HDFC Small Cap FundEquityModerately High-15.3%star8,427
HDFC Nifty ETFOthersModerately High-3.4%star320
HDFC Sensex ETFOthersModerately High-1.3%star51
HDFC Balanced FundHybridModerately High8.3%star20,081
HDFC Small Cap FundEquityModerately High-16.4%star8,427
HDFC Short Term Debt Fund DebtModerately Low9.6%star7,992
HDFC Mid-Cap Opportunities FundEquityModerately High-13.8%star22,599
HDFC Balanced FundHybridModerately High7.0%star20,081
HDFC Top 100 Fund EquityModerately High-1.1%star17,912
HDFC Index Fund - NIFTY 50 Plan OthersModerately High-3.6%star805
HDFC Short Term Debt Fund DebtModerately Low9.4%star7,992
HDFC Index Fund - Sensex Plus PlanOthersModerately High16.0%star110
HDFC Balanced Advantage Fund HybridModerately High0.0%star43,168
HDFC Capital Builder Value FundEquityModerately High-12.4%star4,585
HDFC Liquid FundDebtLow7.4%star80,625
View All Top 10 Hdfc Mutual Funds

HDFC Mutual Fund

HDFC Asset Management Company Ltd. or HDFC Mutual Fund is currently the largest mutual fund and actively managed equity mutual fund in India. It is the most profitable asset management company (AMC) in the country as of 31 March, 2018. The company manages assets worth Rs. 3.43 Lakh Crore as of 31 March 2019.

According to SEBI, its net worth stood at Rs. 61,402 Crore, total income at Rs. 35,229 Crore, profit (after tax) at Rs. 12,163 Crore in March 2018.

During FY 2018-19, the AMC reported a YoY increase in profit of 61%. They registered a profit of Rs. 930 Crore in March 2019, a 31% YoY growth. For the March 2019 quarter alone, their profits stood at Rs. 276 Crore.

HDFC AMC recorded a 16.2% market share in the actively-managed equity oriented schemes in FY 2018-19.

In the last 5 years, the CAGR of:

  • Revenue from operators was 17.41%.
  • Operating profit was 20.08%.
  • Profit before tax was 21.35%.
  • Profit after tax was 21.07%.
  • Assets under management (AuM) was 25.86%.
  • Active equity AuM was 32.27%.
  • The company has around 210 branches located in more than 200 cities around India. It has 53 Lakh investors with 91 Lakh live accounts.

    HDFC Asset Management Company Ltd. received approval to act as an AMC from SEBI back in 30 June 2000 under the registration number MF/044/00/6. It also offers portfolio management/non-binding investment advisory services since 18 September 2016 under the registration code PM /INP000000506 from SEBI.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

HDFC Small Cap Fund Direct- Growth

Fund Performance: This fund has consistently beaten its benchmark in Small Cap segment and provided 9.75% annualized returns in the last 3 years. In the last 1 year, it gave -15.27% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -15.27% returns in the last 1 year. Groww rated this fund as Star. This is one of the best Equity mutual fund in India.

Fund Manager: Chirag Setalvad

Launch Date01 Jan 2013
Min Investment AmtNaN
Groww Ratingstar
AUM8,427Cr
1Y Returns-15.3%

HDFC Nifty 50 ETF-Dividend

Fund Performance: This fund has consistently beaten its benchmark in ETFs segment and provided 9.06% annualized returns in the last 3 years. In the last 1 year, it gave -3.43% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.43% returns in the last 1 year. Groww rated this fund as Star. This is one of the best Others mutual fund in India.

Fund Manager: Krishan Daga

Launch Date09 Dec 2015
Min Investment AmtNaN
Groww Ratingstar
AUM320Cr
1Y Returns-3.4%

HDFC Sensex ETF-Dividend

Fund Performance: This fund has consistently beaten its benchmark in ETFs segment and provided 10.67% annualized returns in the last 3 years. In the last 1 year, it gave -1.3% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.3% returns in the last 1 year. Groww rated this fund as Star. This is one of the best Others mutual fund in India.

Fund Manager: Krishan Daga

Launch Date09 Dec 2015
Min Investment AmtNaN
Groww Ratingstar
AUM51Cr
1Y Returns-1.3%

HDFC Balanced Direct Plan-Growth

Fund Performance: This fund has consistently beaten its benchmark in Aggressive segment and provided 12.07% annualized returns in the last 3 years. In the last 1 year, it gave 8.25% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.25% returns in the last 1 year. Groww rated this fund as Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Chirag Setalvad

Launch Date01 Jan 2013
Min Investment AmtNaN
Groww Ratingstar
AUM20,081Cr
1Y Returns8.3%

HDFC Small Cap Fund Regular-Growth

Fund Performance: This fund has consistently beaten its benchmark in Small Cap segment and provided 8.34% annualized returns in the last 3 years. In the last 1 year, it gave -16.38% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -16.38% returns in the last 1 year. Groww rated this fund as Star. This is one of the best Equity mutual fund in India.

Fund Manager: Chirag Setalvad

Launch Date03 Apr 2008
Min Investment AmtNaN
Groww Ratingstar
AUM8,427Cr
1Y Returns-16.4%

HDFC Short Term Debt Fund Direct Plan-Growth

Fund Performance: This fund has consistently beaten its benchmark in Short Duration segment and provided 7.9% annualized returns in the last 3 years. In the last 1 year, it gave 9.59% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.59% returns in the last 1 year. Groww rated this fund as Star. This is one of the best Debt mutual fund in India.

Fund Manager: Anil Bamboli

Launch Date01 Jan 2013
Min Investment AmtNaN
Groww Ratingstar
AUM7,992Cr
1Y Returns9.6%

HDFC Mid-Cap Opportunities Direct Plan-Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 5.67% annualized returns in the last 3 years. In the last 1 year, it gave -13.77% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -13.77% returns in the last 1 year. Groww rated this fund as Star. This is one of the best Equity mutual fund in India.

Fund Manager: Chirag Setalvad

Launch Date01 Jan 2013
Min Investment AmtNaN
Groww Ratingstar
AUM22,599Cr
1Y Returns-13.8%

HDFC Balanced Fund-Growth

Fund Performance: This fund has consistently beaten its benchmark in Aggressive segment and provided 10.83% annualized returns in the last 3 years. In the last 1 year, it gave 6.97% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.97% returns in the last 1 year. Groww rated this fund as Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Chirag Setalvad

Launch Date11 Sep 2000
Min Investment AmtNaN
Groww Ratingstar
AUM20,081Cr
1Y Returns7.0%

HDFC Top 100 Fund Direct Plan-Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 9.24% annualized returns in the last 3 years. In the last 1 year, it gave -1.12% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.12% returns in the last 1 year. Groww rated this fund as Star. This is one of the best Equity mutual fund in India.

Fund Manager: Prashant Jain

Launch Date01 Jan 2013
Min Investment AmtNaN
Groww Ratingstar
AUM17,912Cr
1Y Returns-1.1%

HDFC Index Fund Nifty 50 Plan Direct -Growth

Fund Performance: This fund has consistently beaten its benchmark in Index segment and provided 8.82% annualized returns in the last 3 years. In the last 1 year, it gave -3.61% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.61% returns in the last 1 year. Groww rated this fund as Star. This is one of the best Others mutual fund in India.

Fund Manager: Krishan Daga

Launch Date31 Dec 2012
Min Investment AmtNaN
Groww Ratingstar
AUM805Cr
1Y Returns-3.6%

HDFC Short Term Debt Fund-Growth

Fund Performance: This fund has consistently beaten its benchmark in Short Duration segment and provided 7.74% annualized returns in the last 3 years. In the last 1 year, it gave 9.43% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.43% returns in the last 1 year. Groww rated this fund as Star. This is one of the best Debt mutual fund in India.

Fund Manager: Anil Bamboli

Launch Date25 Jun 2010
Min Investment AmtNaN
Groww Ratingstar
AUM7,992Cr
1Y Returns9.4%

HDFC Index Sensex Plus Direct Plan-Growth

Fund Performance: This fund has consistently beaten its benchmark in Index segment and provided 8.92% annualized returns in the last 3 years. In the last 1 year, it gave 15.99% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 15.99% returns in the last 1 year. Groww rated this fund as Star. This is one of the best Others mutual fund in India.

Fund Manager: Krishan Daga

Launch Date31 Dec 2012
Min Investment AmtNaN
Groww Ratingstar
AUM110Cr
1Y Returns16.0%

HDFC Balanced Advantage Fund Direct Plan-Growth

Fund Performance: This fund has consistently beaten its benchmark in Balanced Advantage segment and provided 8.85% annualized returns in the last 3 years. In the last 1 year, it gave NA returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided NA returns in the last 1 year. Groww rated this fund as Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Srinivas Rao Ravuri

Launch Date01 Jan 2013
Min Investment AmtNaN
Groww Ratingstar
AUM43,168Cr
1Y ReturnsNA

HDFC Capital Builder Value Fund Direct Plan-Growth

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 7.68% annualized returns in the last 3 years. In the last 1 year, it gave -12.42% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -12.42% returns in the last 1 year. Groww rated this fund as Star. This is one of the best Equity mutual fund in India.

Fund Manager: Miten Lathia

Launch Date01 Jan 2013
Min Investment AmtNaN
Groww Ratingstar
AUM4,585Cr
1Y Returns-12.4%

HDFC Liquid Direct Plan-Growth

Fund Performance: This fund has consistently beaten its benchmark in Liquid segment and provided 7.05% annualized returns in the last 3 years. In the last 1 year, it gave 7.41% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.41% returns in the last 1 year. Groww rated this fund as Star. This is one of the best Debt mutual fund in India.

Fund Manager: Anupam Joshi

Launch Date31 Dec 2012
Min Investment AmtNaN
Groww Ratingstar
AUM80,625Cr
1Y Returns7.4%

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How can you invest in HDFC Mutual Funds?

<p>Investing in <strong>HDFC Bank Mutual Fund online</strong> is a convenient process and you can do so by following the few simple steps mentioned below:</p> <p>Step 1. Log-in to your Groww account or register if you don’t have one.</p> <p>Step 2. Upload your identity proof documents (Aadhaar, Voter ID, PAN, Passport, Driving License, Central or State Government ID card, etc.)</p> <p>Step 3. Upload your proof of address documents (any identity proof documents with your permanent address, etc.)</p> <p>Step 4. Select the investment period of your preference.</p> <p>Step 5. Choose your risk appetite - low, mid, or high.</p> <p>Step 6. Choose your preferred <strong>HDFC Bank Mutual Fund</strong>.</p> <p>Step 7. Click on “Invest One Time” if you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.</p> <p>The <strong>HDFC Mutual Fund in India</strong> you have invested in will show in your Groww account within 3 to 4 working days.</p>

Top Fund Managers

<p style={{fontSize: 16}}><strong>1. Mr. Chirag Setalvad</strong></p> <p>Chirag Setalvad has a B.Sc degree in Business Administration from the University of North Carolina.</p> <p>Not only fund management but he also has extensive experience in investment banking and equity research. He joined HDFC Asset Management Company Ltd. as a Fund Manager in 2000. In 2004, he left the company to become the Vice President at New Vernon Advisory Services Pvt. Ltd. Mr. Setalvad came back to HDFC Mutual Fund in 2007 as the Senior Fund Manager of Equities.</p> <p>Chirag Setalvad currently manages Rs. 57,928 Crore in 15 schemes like - Small Cap Fund, Retirement Savings Fund, Multi Asset Fund, Mid-Cap Opportunities Fund, Long Term Advantage Fund, Hybrid Equity Fund, Children's Gift Fund, etc.</p> <p style={{fontSize: 16}}><strong>2. Mr. Prashant Jain</strong></p> <p>Prashant Jain owns a B.Tech degree from the Indian Institute of Technology, Kanpur and a PGDM degree from the Indian Institute of Management, Bangalore. He is also a Chartered Financial Analyst (CFA) from AIMR.</p> <p>He started his career as a Fund In-Charge at SBI Mutual Fund in 1991. After this, he moved to Zurich Asset Management Company (India) Private Ltd. to become the Chief Investment Officer, Head of Funds Management, and Fund Manager in 1993.</p> <p>Mr. Jain joined HDFC Asset Management Company Ltd. as the Head of Equities in 2003. He became the Chief Investment Officer, Executive Director, and Fund Manager in 2004.</p> <p>As of 2019, Prashant Jain is the only Fund Manager in India to have managed a fund (HDFC Balanced Advantage Fund) for 25 years. The HDFC Balanced Advantage Fund is the largest equity fund in India with an AuM of R. 37,395 crore. As per Morningstar Direct, it has generated an alpha of 9.5% over the Sensex since 1994.</p> <p>He currently manages an AuM of Rs. 90,640 Crore invested in around 17 <strong>HDFC Mutual Funds</strong>.</p> <p style={{fontSize: 16}}><strong>3. Mr. Vinay R. Kulkarni</strong></p> <p>Vinay R. Kulkarni is a B.Tech from Indian Institute of Technology, Bombay and PGDM from Indian Institute of Management, Bangalore.</p> <p>He initially began his career as a Software Engineer in Patni Computer Systems Ltd. in 1988. Mr. Kulkarni became a Fund Manager at UTI Asset Management Company Private Ltd. in 1992. Later, he joined Deutsche Asset Management (India) Pvt. Ltd. in 2005 as a Senior Fund Manager. A year later, he moved to Tata Asset Management Ltd. also as a Senior Fund Manager. He joined HDFC in the same year (2006) as the Senior Fund Manager of Equities.</p> <p>Vinay R. Kulkarni manages an AuM of Rs. 14,950 Crore in 10 <strong>HDFC Mutual Funds</strong> including Equity Savings Direct Plan, Taxsaver Direct Plan, Focused 30 Fund, Growth Opportunities Fund, etc.</p> <p style={{fontSize: 16}}><strong>4. Mr. Shobhit Mehrotra</strong></p> <p>Shobhit Mehrotra holds a B.Tech, MS, and MBA degree from the Clemson University. His primary areas of expertise include credit ratings and fixed income markets.</p> <p>Mr. Mehrotra was initially the Business Investment Analyst at ICRA Ltd. back in 1992. In 1997, he became the Assistant Vice President and Portfolio Manager of Fixed Income at Templeton Asset Management (India) Pvt. Ltd. He joined HDFC Asset Management Company Ltd. in 2004 as the Head of Credit and Senior Fund Manager of Fixed Income.</p> <p>Shobhit Mehrotra manages an AuM of Rs. 36,709 Crore invested in 22 HDFC schemes like Retirement Savings Fund, Medium Term Debt Fund, Credit Risk Debt Fund, Floating Rate Debt Fund, Income Direct Plan, Medium Term Debt Fund, etc.</p> <p style={{fontSize: 16}}><strong>5. Mr. Anupam Joshi</strong></p> <p>Anupam Joshi has a PGDBM degree from the Chetana's Institute of Management & Research.</p> <p>He joined as the Fixed Income Dealer at Asit C. Mehta Investment Intermediates Ltd. back in 2001. Mr. Joshi joined ICAP India Pvt. Ltd. as a Dealer in 2003. He became the Assistant Manager of Fixed Income at Principal PNB Asset Management Company in 2005, where is also played the role of Portfolio Manager. In 2008, he joined IDFC Asset Management Company Private Limited as the Associate Director of Investments, Director of Fund Management, and Fund Manager.</p> <p>Anupam Joshi is currently the Portfolio Manager and Fund Manager of Fixed Income at <strong>HDFC Mutual Fund</strong> since 2015. He manages an AuM of Rs. 1.23 Lakh Crore in 11 schemes like Corporate Bond, Low Duration Fund, Liquid Direct Plan, etc.</p> <p style={{fontSize: 16}}><strong>6. Mr. Anil Bamboli</strong></p> <p>Anil Bamboli is a Chartered Financial Analyst (CFA) and also holds a B.Com and MMS in Finance degree.</p> <p>He joined SBI Funds Management Pvt. Ltd. as an Assistant Vice President in 1994. Mr. Bamboli joined HDFC Asset Management Company Ltd. as a Senior Fund Manager in 2003. He manages AuM of Rs. 44,541 Crore in 22 schemes like Banking and PSU Debt Fund, Short Term Debt Fund, Gilt Fund, Money Market Fund, Overnight Fund, Dynamic Debt Fund, Equity Savings, Dynamic PE Ratio Fund of Funds, Multi Asset Fund, etc.</p>

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