9 Best Equity Funds by HDFC Mutual Fund 2025

Updated on October 27, 2025 , 47430 views

Equity Funds are ideal for investors wanting to build a Portfolio that gives them superior returns over the long-term. Such investors can invest in the top performing HDFC’s equity funds.

HDFC Mutual Fund is India’s leading fund house that offers some of the Best equity funds. Equity funds by HDFC MF allows investors to participate in the stock markets. Though these funds are categorised as a high risk, equity funds also have potential to deliver high returns in the long run.

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Why Invest in HDFC Equity Funds?

Some of the major benefits that HDFC Mutual Fund schemes offer are:

a. Tax Benefits

HDFC Mutual Fund offers tax benefits under sec 80C to the investors. The tax saving fund name HDFC tax saver Fund wherein investors can plan their tax savings as well as seek advantage of long-term Capital growth.

b. Catering to the Need of Investor

Investors can plan their long-term Financial goals by Investing in HDFC's equity funds. But, to accomplish these goals well, one should plan their investments for a longer duration.

c. Excellent Ratings

Many of the HDFC schemes have a CRISIL rating of three and above

d. Variety of Options

Investing in HDFC Mutual Fund comes with a broad Range of choices

Let's have a look at the top performing HDFC equity funds that have been shortlisted by undertaking certain criteria such as past performance, AUM, quantitative analysis like expense ratio, Alpha, Beta, Sharpe Ratio, etc.

Best HDFC Equity Mutual Funds FY 25 - 26

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
HDFC Infrastructure Fund Growth	₹49.019 ↑ 0.49	₹2,483	2.7	9.5	3.8	28.8	35.6	23
HDFC Mid-Cap Opportunities Fund Growth	₹201.7 ↑ 0.63	₹83,105	3.6	12.9	8.3	26.6	30	28.6
HDFC Small Cap Fund Growth	₹144.835 ↑ 0.88	₹36,294	2.2	16	6.7	23.6	30.8	20.4
HDFC Equity Fund Growth	₹2,091.18 ↑ 10.02	₹81,936	6	9.1	10.6	22.9	29.7	23.5
HDFC Focused 30 Fund Growth	₹241.454 ↑ 1.20	₹22,444	5.7	9.2	10.5	22.5	29.6	24
HDFC Tax Saver Fund Growth	₹1,474.5 ↑ 5.95	₹16,525	5.2	8.3	9	22.2	26.2	21.3
HDFC Growth Opportunities Fund Growth	₹352.785 ↑ 2.16	₹26,158	4	9.9	6.2	21.5	27.1	19.4
HDFC Long Term Advantage Fund Growth	₹595.168 ↑ 0.28	₹1,318	1.2	15.4	35.5	20.6	17.4
HDFC Capital Builder Value Fund Growth	₹771.493 ↑ 5.29	₹7,179	4.1	9.4	6.2	19.8	23.1	20.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 25

Research Highlights & Commentary of 9 Funds showcased

Commentary	HDFC Infrastructure Fund	HDFC Mid-Cap Opportunities Fund	HDFC Small Cap Fund	HDFC Equity Fund	HDFC Focused 30 Fund	HDFC Tax Saver Fund	HDFC Growth Opportunities Fund	HDFC Long Term Advantage Fund	HDFC Capital Builder Value Fund
Point 1	Bottom quartile AUM (₹2,483 Cr).	Highest AUM (₹83,105 Cr).	Upper mid AUM (₹36,294 Cr).	Top quartile AUM (₹81,936 Cr).	Lower mid AUM (₹22,444 Cr).	Lower mid AUM (₹16,525 Cr).	Upper mid AUM (₹26,158 Cr).	Bottom quartile AUM (₹1,318 Cr).	Bottom quartile AUM (₹7,179 Cr).
Point 2	Established history (17+ yrs).	Established history (18+ yrs).	Established history (17+ yrs).	Established history (30+ yrs).	Established history (21+ yrs).	Established history (29+ yrs).	Oldest track record among peers (31 yrs).	Established history (24+ yrs).	Established history (31+ yrs).
Point 3	Rating: 3★ (top quartile).	Rating: 3★ (upper mid).	Top rated.	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 35.59% (top quartile).	5Y return: 30.03% (upper mid).	5Y return: 30.79% (top quartile).	5Y return: 29.70% (upper mid).	5Y return: 29.61% (lower mid).	5Y return: 26.24% (bottom quartile).	5Y return: 27.07% (lower mid).	5Y return: 17.39% (bottom quartile).	5Y return: 23.09% (bottom quartile).
Point 6	3Y return: 28.81% (top quartile).	3Y return: 26.62% (top quartile).	3Y return: 23.64% (upper mid).	3Y return: 22.94% (upper mid).	3Y return: 22.49% (lower mid).	3Y return: 22.22% (lower mid).	3Y return: 21.46% (bottom quartile).	3Y return: 20.64% (bottom quartile).	3Y return: 19.81% (bottom quartile).
Point 7	1Y return: 3.77% (bottom quartile).	1Y return: 8.25% (lower mid).	1Y return: 6.71% (lower mid).	1Y return: 10.59% (top quartile).	1Y return: 10.51% (upper mid).	1Y return: 9.01% (upper mid).	1Y return: 6.24% (bottom quartile).	1Y return: 35.51% (top quartile).	1Y return: 6.23% (bottom quartile).
Point 8	Alpha: 0.00 (bottom quartile).	Alpha: 3.39 (upper mid).	Alpha: 0.00 (bottom quartile).	Alpha: 4.96 (top quartile).	Alpha: 5.69 (top quartile).	Alpha: 3.05 (upper mid).	Alpha: -0.70 (bottom quartile).	Alpha: 1.75 (lower mid).	Alpha: 0.37 (lower mid).
Point 9	Sharpe: -0.64 (bottom quartile).	Sharpe: -0.28 (upper mid).	Sharpe: -0.33 (lower mid).	Sharpe: -0.16 (upper mid).	Sharpe: -0.07 (top quartile).	Sharpe: -0.35 (lower mid).	Sharpe: -0.61 (bottom quartile).	Sharpe: 2.27 (top quartile).	Sharpe: -0.58 (bottom quartile).
Point 10	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.88 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 1.74 (top quartile).	Information ratio: 1.54 (upper mid).	Information ratio: 1.80 (top quartile).	Information ratio: 1.11 (lower mid).	Information ratio: -0.15 (bottom quartile).	Information ratio: 1.35 (upper mid).

HDFC Infrastructure Fund

Bottom quartile AUM (₹2,483 Cr).
Established history (17+ yrs).
Rating: 3★ (top quartile).
Risk profile: High.
5Y return: 35.59% (top quartile).
3Y return: 28.81% (top quartile).
1Y return: 3.77% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.64 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹83,105 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 30.03% (upper mid).
3Y return: 26.62% (top quartile).
1Y return: 8.25% (lower mid).
Alpha: 3.39 (upper mid).
Sharpe: -0.28 (upper mid).
Information ratio: 0.88 (lower mid).

HDFC Small Cap Fund

Upper mid AUM (₹36,294 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 30.79% (top quartile).
3Y return: 23.64% (upper mid).
1Y return: 6.71% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.33 (lower mid).
Information ratio: 0.00 (bottom quartile).

HDFC Equity Fund

Top quartile AUM (₹81,936 Cr).
Established history (30+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 29.70% (upper mid).
3Y return: 22.94% (upper mid).
1Y return: 10.59% (top quartile).
Alpha: 4.96 (top quartile).
Sharpe: -0.16 (upper mid).
Information ratio: 1.74 (top quartile).

HDFC Focused 30 Fund

Lower mid AUM (₹22,444 Cr).
Established history (21+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 29.61% (lower mid).
3Y return: 22.49% (lower mid).
1Y return: 10.51% (upper mid).
Alpha: 5.69 (top quartile).
Sharpe: -0.07 (top quartile).
Information ratio: 1.54 (upper mid).

HDFC Tax Saver Fund

Lower mid AUM (₹16,525 Cr).
Established history (29+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 26.24% (bottom quartile).
3Y return: 22.22% (lower mid).
1Y return: 9.01% (upper mid).
Alpha: 3.05 (upper mid).
Sharpe: -0.35 (lower mid).
Information ratio: 1.80 (top quartile).

HDFC Growth Opportunities Fund

Upper mid AUM (₹26,158 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 27.07% (lower mid).
3Y return: 21.46% (bottom quartile).
1Y return: 6.24% (bottom quartile).
Alpha: -0.70 (bottom quartile).
Sharpe: -0.61 (bottom quartile).
Information ratio: 1.11 (lower mid).

HDFC Long Term Advantage Fund

Bottom quartile AUM (₹1,318 Cr).
Established history (24+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.39% (bottom quartile).
3Y return: 20.64% (bottom quartile).
1Y return: 35.51% (top quartile).
Alpha: 1.75 (lower mid).
Sharpe: 2.27 (top quartile).
Information ratio: -0.15 (bottom quartile).

HDFC Capital Builder Value Fund

Bottom quartile AUM (₹7,179 Cr).
Established history (31+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 23.09% (bottom quartile).
3Y return: 19.81% (bottom quartile).
1Y return: 6.23% (bottom quartile).
Alpha: 0.37 (lower mid).
Sharpe: -0.58 (bottom quartile).
Information ratio: 1.35 (upper mid).

1. HDFC Infrastructure Fund

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure.

Research Highlights for HDFC Infrastructure Fund

Bottom quartile AUM (₹2,483 Cr).
Established history (17+ yrs).
Rating: 3★ (top quartile).
Risk profile: High.
5Y return: 35.59% (top quartile).
3Y return: 28.81% (top quartile).
1Y return: 3.77% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.64 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund Growth
Launch Date	10 Mar 08
NAV (29 Oct 25)	₹49.019 ↑ 0.49 (1.01 %)
Net Assets (Cr)	₹2,483 on 31 Aug 25
Category	Equity - Sectoral
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	2.06
Sharpe Ratio	-0.64
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹18,908
30 Sep 22	₹20,652
30 Sep 23	₹29,739
30 Sep 24	₹46,335
30 Sep 25	₹43,823

HDFC Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906 Invest Now

Returns for HDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25

Duration	Returns
1 Month	4%
3 Month	2.7%
6 Month	9.5%
1 Year	3.8%
3 Year	28.8%
5 Year	35.6%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2024	23%
2023	55.4%
2022	19.3%
2021	43.2%
2020	-7.5%
2019	-3.4%
2018	-29%
2017	43.3%
2016	-1.9%
2015	-2.5%

Fund Manager information for HDFC Infrastructure Fund

Name	Since	Tenure
Srinivasan Ramamurthy	12 Jan 24	1.72 Yr.
Dhruv Muchhal	22 Jun 23	2.28 Yr.

Data below for HDFC Infrastructure Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Industrials	38.53%
Financial Services	19.18%
Basic Materials	10.34%
Utility	7.05%
Energy	6.49%
Communication Services	3.63%
Real Estate	2.48%
Health Care	1.76%
Technology	1.57%
Consumer Cyclical	0.49%

Asset Allocation

Asset Class	Value
Cash	8.47%
Equity	91.53%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| 532174	6%	₹148 Cr	1,100,000 ↓ -200,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 12 \| LT	6%	₹139 Cr	380,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 23 \| HDFCBANK	5%	₹133 Cr	1,400,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 31 Jan 23 \| 522287	4%	₹95 Cr	758,557 ↑ 272
J Kumar Infraprojects Ltd (Industrials) Equity, Since 31 Oct 15 \| JKIL	4%	₹89 Cr	1,403,084 ↑ 3,084
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Dec 21 \| INDIGO	3%	₹84 Cr	150,000
NTPC Ltd (Utilities) Equity, Since 31 Dec 17 \| 532555	3%	₹75 Cr	2,200,646 ↑ 646
Reliance Industries Ltd (Energy) Equity, Since 31 May 24 \| RELIANCE	3%	₹68 Cr	500,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 20 \| BHARTIARTL	3%	₹66 Cr	350,000
State Bank of India (Financial Services) Equity, Since 31 Mar 08 \| SBIN	2%	₹61 Cr	704,361

2. HDFC Mid-Cap Opportunities Fund

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.

Research Highlights for HDFC Mid-Cap Opportunities Fund

Highest AUM (₹83,105 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 30.03% (upper mid).
3Y return: 26.62% (top quartile).
1Y return: 8.25% (lower mid).
Alpha: 3.39 (upper mid).
Sharpe: -0.28 (upper mid).
Information ratio: 0.88 (lower mid).

Below is the key information for HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (29 Oct 25)	₹201.7 ↑ 0.63 (0.31 %)
Net Assets (Cr)	₹83,105 on 31 Aug 25
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	-0.28
Information Ratio	0.88
Alpha Ratio	3.39
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹16,703
30 Sep 22	₹17,974
30 Sep 23	₹24,234
30 Sep 24	₹35,709
30 Sep 25	₹35,254

HDFC Mid-Cap Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 Invest Now

Returns for HDFC Mid-Cap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25

Duration	Returns
1 Month	5.6%
3 Month	3.6%
6 Month	12.9%
1 Year	8.3%
3 Year	26.6%
5 Year	30%
10 Year
15 Year
Since launch	17.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	28.6%
2023	44.5%
2022	12.3%
2021	39.9%
2020	21.7%
2019	0.2%
2018	-11.2%
2017	41.7%
2016	11.3%
2015	5.8%

Fund Manager information for HDFC Mid-Cap Opportunities Fund

Name	Since	Tenure
Chirag Setalvad	25 Jun 07	18.28 Yr.
Dhruv Muchhal	22 Jun 23	2.28 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	24.7%
Consumer Cyclical	17.92%
Health Care	12.55%
Industrials	10.55%
Technology	9.82%
Consumer Defensive	5.67%
Basic Materials	5.54%
Energy	2.9%
Communication Services	2.73%
Utility	1.24%

Asset Allocation

Asset Class	Value
Cash	6.37%
Equity	93.63%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| 500271	5%	₹4,040 Cr	25,647,718 ↑ 8,951
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	4%	₹3,006 Cr	13,097,471 ↑ 50,000
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| 532814	3%	₹2,767 Cr	36,834,856 ↓ -19,626
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| 532843	3%	₹2,699 Cr	27,822,569 ↑ 802,357
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| 540611	3%	₹2,685 Cr	36,704,929 ↑ 1,497,926
Coforge Ltd (Technology) Equity, Since 30 Jun 22 \| COFORGE	3%	₹2,485 Cr	15,622,564 ↑ 201,964
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	3%	₹2,466 Cr	127,824,999 ↓ -01
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 21 \| HINDPETRO	3%	₹2,462 Cr	55,530,830
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| 532296	3%	₹2,435 Cr	12,470,138 ↑ 75,935
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| 524494	3%	₹2,377 Cr	17,718,376 ↑ 83,465

3. HDFC Small Cap Fund

To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies.

Research Highlights for HDFC Small Cap Fund

Upper mid AUM (₹36,294 Cr).
Established history (17+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 30.79% (top quartile).
3Y return: 23.64% (upper mid).
1Y return: 6.71% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.33 (lower mid).
Information ratio: 0.00 (bottom quartile).

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund Growth
Launch Date	3 Apr 08
NAV (29 Oct 25)	₹144.835 ↑ 0.88 (0.61 %)
Net Assets (Cr)	₹36,294 on 31 Aug 25
Category	Equity - Small Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	-0.33
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹19,232
30 Sep 22	₹19,913
30 Sep 23	₹27,468
30 Sep 24	₹37,138
30 Sep 25	₹36,557

HDFC Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 Invest Now

Returns for HDFC Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25

Duration	Returns
1 Month	4.1%
3 Month	2.2%
6 Month	16%
1 Year	6.7%
3 Year	23.6%
5 Year	30.8%
10 Year
15 Year
Since launch	16.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	20.4%
2023	44.8%
2022	4.6%
2021	64.9%
2020	20.2%
2019	-9.5%
2018	-8.1%
2017	60.8%
2016	5.4%
2015	6.4%

Fund Manager information for HDFC Small Cap Fund

Name	Since	Tenure
Chirag Setalvad	28 Jun 14	11.27 Yr.
Dhruv Muchhal	22 Jun 23	2.28 Yr.

Data below for HDFC Small Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Industrials	22.54%
Consumer Cyclical	19.02%
Technology	12.85%
Health Care	12.29%
Financial Services	11.35%
Basic Materials	7.07%
Consumer Defensive	2.9%
Communication Services	1.79%

Asset Allocation

Asset Class	Value
Cash	10.19%
Equity	89.81%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Firstsource Solutions Ltd (Technology) Equity, Since 31 Mar 18 \| FSL	5%	₹1,806 Cr	54,953,617 ↑ 341,783
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Jun 19 \| 540975	4%	₹1,513 Cr	24,129,059 ↑ 1,925
eClerx Services Ltd (Technology) Equity, Since 31 Mar 18 \| ECLERX	4%	₹1,479 Cr	3,688,859 ↓ -80,224
Bank of Baroda (Financial Services) Equity, Since 31 Mar 19 \| 532134	3%	₹1,211 Cr	46,817,927 ↓ -10,865
Gabriel India Ltd (Consumer Cyclical) Equity, Since 31 Oct 18 \| GABRIEL	3%	₹1,167 Cr	9,890,488 ↓ -1,049,702
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 31 Jul 23 \| 540596	3%	₹1,005 Cr	6,326,172 ↑ 248,248
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Jul 23 \| 532843	3%	₹977 Cr	10,068,979 ↓ -4,153
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Jul 23 \| 543308	2%	₹779 Cr
Sudarshan Chemical Industries Ltd (Basic Materials) Equity, Since 29 Feb 24 \| 506655	2%	₹772 Cr	5,789,635 ↑ 22,455
Indian Bank (Financial Services) Equity, Since 31 Jul 16 \| 532814	2%	₹727 Cr	9,682,969 ↓ -5,159

4. HDFC Equity Fund

Aims at providing capital appreciation through investments predominantly in equity oriented securities

Research Highlights for HDFC Equity Fund

Top quartile AUM (₹81,936 Cr).
Established history (30+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 29.70% (upper mid).
3Y return: 22.94% (upper mid).
1Y return: 10.59% (top quartile).
Alpha: 4.96 (top quartile).
Sharpe: -0.16 (upper mid).
Information ratio: 1.74 (top quartile).

Below is the key information for HDFC Equity Fund

HDFC Equity Fund Growth
Launch Date	1 Jan 95
NAV (29 Oct 25)	₹2,091.18 ↑ 10.02 (0.48 %)
Net Assets (Cr)	₹81,936 on 31 Aug 25
Category	Equity - Multi Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	-0.16
Information Ratio	1.74
Alpha Ratio	4.96
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹17,596
30 Sep 22	₹19,104
30 Sep 23	₹23,926
30 Sep 24	₹34,948
30 Sep 25	₹35,891

HDFC Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 Invest Now

Returns for HDFC Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25

Duration	Returns
1 Month	4.4%
3 Month	6%
6 Month	9.1%
1 Year	10.6%
3 Year	22.9%
5 Year	29.7%
10 Year
15 Year
Since launch	18.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	23.5%
2023	30.6%
2022	18.3%
2021	36.2%
2020	6.4%
2019	6.8%
2018	-3.5%
2017	36.9%
2016	7.3%
2015	-5.1%

Fund Manager information for HDFC Equity Fund

Name	Since	Tenure
Roshi Jain	29 Jul 22	3.18 Yr.
Dhruv Muchhal	22 Jun 23	2.28 Yr.

Data below for HDFC Equity Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	39%
Consumer Cyclical	17.25%
Health Care	8.73%
Basic Materials	5.99%
Industrials	5.21%
Technology	4.98%
Real Estate	2.82%
Communication Services	2.6%
Utility	2.23%
Energy	1.28%
Consumer Defensive	0.67%

Asset Allocation

Asset Class	Value
Cash	8.64%
Equity	90.76%
Debt	0.6%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| 532174	9%	₹7,818 Cr	58,000,000 ↑ 4,000,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 13 \| HDFCBANK	8%	₹7,133 Cr	75,000,000 ↑ 3,000,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 17 \| 532215	7%	₹6,111 Cr	53,988,073 ↓ -11,927
State Bank of India (Financial Services) Equity, Since 31 Jan 03 \| SBIN	4%	₹3,752 Cr	43,000,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Oct 23 \| KOTAKBANK	4%	₹3,627 Cr	18,200,000 ↑ 700,000
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 31 Mar 21 \| 540719	4%	₹3,581 Cr	19,996,650 ↓ -3,350
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 23 \| MARUTI	4%	₹3,526 Cr	2,200,000 ↓ -300,000
Cipla Ltd (Healthcare) Equity, Since 30 Sep 12 \| 500087	4%	₹3,157 Cr	21,023,775 ↑ 23,775
HCL Technologies Ltd (Technology) Equity, Since 30 Sep 20 \| HCLTECH	3%	₹2,452 Cr	17,700,000 ↑ 1,200,000
Hyundai Motor India Ltd (Consumer Cyclical) Equity, Since 31 Oct 24 \| HYUNDAI	3%	₹2,326 Cr	9,000,000

5. HDFC Focused 30 Fund

(Erstwhile HDFC Core & Satellite Fund)

To generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value.

Research Highlights for HDFC Focused 30 Fund

Lower mid AUM (₹22,444 Cr).
Established history (21+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 29.61% (lower mid).
3Y return: 22.49% (lower mid).
1Y return: 10.51% (upper mid).
Alpha: 5.69 (top quartile).
Sharpe: -0.07 (top quartile).
Information ratio: 1.54 (upper mid).

Below is the key information for HDFC Focused 30 Fund

HDFC Focused 30 Fund Growth
Launch Date	17 Sep 04
NAV (29 Oct 25)	₹241.454 ↑ 1.20 (0.50 %)
Net Assets (Cr)	₹22,444 on 31 Aug 25
Category	Equity - Focused
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.68
Sharpe Ratio	-0.07
Information Ratio	1.54
Alpha Ratio	5.69
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹16,330
30 Sep 22	₹19,247
30 Sep 23	₹23,469
30 Sep 24	₹34,339
30 Sep 25	₹35,268

HDFC Focused 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 Invest Now

Returns for HDFC Focused 30 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25

Duration	Returns
1 Month	4.3%
3 Month	5.7%
6 Month	9.2%
1 Year	10.5%
3 Year	22.5%
5 Year	29.6%
10 Year
15 Year
Since launch	16.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	24%
2023	29.6%
2022	18.3%
2021	40.1%
2020	4.2%
2019	3.8%
2018	-14.6%
2017	38.7%
2016	2.1%
2015	5%

Fund Manager information for HDFC Focused 30 Fund

Name	Since	Tenure
Roshi Jain	13 Jan 22	3.72 Yr.
Dhruv Muchhal	22 Jun 23	2.28 Yr.

Data below for HDFC Focused 30 Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	38.99%
Consumer Cyclical	22.88%
Health Care	7.5%
Industrials	4.66%
Technology	4.24%
Basic Materials	2.65%
Real Estate	2.47%
Communication Services	2.39%
Utility	2.26%

Asset Allocation

Asset Class	Value
Cash	11.74%
Equity	88.05%
Debt	0.22%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| 532174	9%	₹2,157 Cr	16,000,000 ↑ 1,500,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 17 \| HDFCBANK	8%	₹1,950 Cr	20,500,000 ↑ 1,100,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| 532215	7%	₹1,697 Cr	14,996,687 ↑ 396,687
State Bank of India (Financial Services) Equity, Since 30 Apr 12 \| SBIN	5%	₹1,178 Cr	13,500,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| MARUTI	4%	₹1,002 Cr	625,000 ↓ -25,000
HCL Technologies Ltd (Technology) Equity, Since 30 Apr 22 \| HCLTECH	4%	₹997 Cr	7,200,000 ↑ 700,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Sep 23 \| KOTAKBANK	4%	₹996 Cr	5,000,000 ↑ 400,000
Cipla Ltd (Healthcare) Equity, Since 31 Jan 22 \| 500087	4%	₹902 Cr	6,006,793 ↑ 6,793
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 31 Jan 22 \| 540719	3%	₹806 Cr	4,499,246 ↓ -754
Eicher Motors Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| EICHERMOT	3%	₹652 Cr	930,000

6. HDFC Tax Saver Fund

The fund plans to provide long term growth of capital.

Research Highlights for HDFC Tax Saver Fund

Lower mid AUM (₹16,525 Cr).
Established history (29+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 26.24% (bottom quartile).
3Y return: 22.22% (lower mid).
1Y return: 9.01% (upper mid).
Alpha: 3.05 (upper mid).
Sharpe: -0.35 (lower mid).
Information ratio: 1.80 (top quartile).

Below is the key information for HDFC Tax Saver Fund

HDFC Tax Saver Fund Growth
Launch Date	31 Mar 96
NAV (29 Oct 25)	₹1,474.5 ↑ 5.95 (0.41 %)
Net Assets (Cr)	₹16,525 on 31 Aug 25
Category	Equity - ELSS
AMC	HDFC Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	-0.35
Information Ratio	1.8
Alpha Ratio	3.05
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹16,028
30 Sep 22	₹17,159
30 Sep 23	₹21,077
30 Sep 24	₹31,174
30 Sep 25	₹31,145

HDFC Tax Saver Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 Invest Now

Returns for HDFC Tax Saver Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25

Duration	Returns
1 Month	4.5%
3 Month	5.2%
6 Month	8.3%
1 Year	9%
3 Year	22.2%
5 Year	26.2%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2024	21.3%
2023	33.2%
2022	10.5%
2021	35.3%
2020	5.8%
2019	3.7%
2018	-10.9%
2017	38.7%
2016	7.6%
2015	-6.2%

Fund Manager information for HDFC Tax Saver Fund

Name	Since	Tenure
Roshi Jain	13 Jan 22	3.72 Yr.
Dhruv Muchhal	22 Jun 23	2.28 Yr.

Data below for HDFC Tax Saver Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	41.44%
Consumer Cyclical	17.76%
Health Care	10.25%
Basic Materials	6%
Industrials	5.64%
Technology	4.93%
Communication Services	4.44%
Utility	1.69%
Energy	1.17%
Consumer Defensive	0.8%

Asset Allocation

Asset Class	Value
Cash	5.59%
Equity	94.11%
Debt	0.31%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 15 \| HDFCBANK	9%	₹1,579 Cr	16,600,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| 532174	9%	₹1,483 Cr	11,000,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| 532215	8%	₹1,358 Cr	11,997,349 ↓ -2,651
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| MARUTI	5%	₹882 Cr	550,000
Cipla Ltd (Healthcare) Equity, Since 31 Oct 09 \| 500087	5%	₹812 Cr	5,406,113 ↑ 6,113
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 31 Jan 22 \| 540719	5%	₹806 Cr	4,499,246 ↓ -754
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| KOTAKBANK	4%	₹697 Cr	3,500,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 19 \| BHARTIARTL	4%	₹639 Cr	3,400,000
State Bank of India (Financial Services) Equity, Since 31 Dec 06 \| SBIN	4%	₹611 Cr	7,000,000
Hyundai Motor India Ltd (Consumer Cyclical) Equity, Since 31 Oct 24 \| HYUNDAI	3%	₹517 Cr	2,000,000

7. HDFC Growth Opportunities Fund

(Erstwhile HDFC Large Cap Fund)

The investment objective of the scheme is to achieve long-term capital appreciation by investing primarily in equity and equity related securities of companies having large market capitalization.

Research Highlights for HDFC Growth Opportunities Fund

Upper mid AUM (₹26,158 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 27.07% (lower mid).
3Y return: 21.46% (bottom quartile).
1Y return: 6.24% (bottom quartile).
Alpha: -0.70 (bottom quartile).
Sharpe: -0.61 (bottom quartile).
Information ratio: 1.11 (lower mid).

Below is the key information for HDFC Growth Opportunities Fund

HDFC Growth Opportunities Fund Growth
Launch Date	18 Feb 94
NAV (29 Oct 25)	₹352.785 ↑ 2.16 (0.61 %)
Net Assets (Cr)	₹26,158 on 31 Aug 25
Category	Equity - Large & Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.66
Sharpe Ratio	-0.61
Information Ratio	1.11
Alpha Ratio	-0.7
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹17,458
30 Sep 22	₹18,142
30 Sep 23	₹23,073
30 Sep 24	₹33,383
30 Sep 25	₹31,775

HDFC Growth Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for HDFC Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25

Duration	Returns
1 Month	5.1%
3 Month	4%
6 Month	9.9%
1 Year	6.2%
3 Year	21.5%
5 Year	27.1%
10 Year
15 Year
Since launch	13%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	19.4%
2023	37.7%
2022	8.2%
2021	43.1%
2020	11.4%
2019	6.6%
2018	-3.8%
2017	29.4%
2016	3.9%
2015	-4.8%

Fund Manager information for HDFC Growth Opportunities Fund

Name	Since	Tenure
Gopal Agrawal	16 Jul 20	5.21 Yr.
Dhruv Muchhal	22 Jun 23	2.28 Yr.

Data below for HDFC Growth Opportunities Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	30.13%
Consumer Cyclical	14.47%
Health Care	12.85%
Industrials	10.28%
Technology	9.68%
Basic Materials	6.86%
Utility	3.73%
Energy	3.19%
Communication Services	3.15%
Consumer Defensive	2.74%
Real Estate	2.33%

Asset Allocation

Asset Class	Value
Cash	0.59%
Equity	99.41%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 03 \| HDFCBANK	5%	₹1,300 Cr	13,664,794
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 12 \| 532174	3%	₹930 Cr	6,900,836
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 22 \| BHARTIARTL	2%	₹537 Cr	2,857,420
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 22 \| 532215	2%	₹481 Cr	4,249,061 ↓ -939
Infosys Ltd (Technology) Equity, Since 30 Jun 04 \| INFY	2%	₹480 Cr	3,330,379
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 24 \| 532843	2%	₹459 Cr	4,731,398 ↓ -1,951
Max Financial Services Ltd (Financial Services) Equity, Since 30 Jun 18 \| 500271	2%	₹410 Cr	2,602,926 ↑ 909
Mphasis Ltd (Technology) Equity, Since 31 Oct 21 \| 526299	2%	₹408 Cr	1,538,637 ↑ 638
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 21 \| MARUTI	1%	₹390 Cr	243,447
State Bank of India (Financial Services) Equity, Since 30 Jun 14 \| SBIN	1%	₹367 Cr	4,210,091

8. HDFC Long Term Advantage Fund

To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments

Research Highlights for HDFC Long Term Advantage Fund

Bottom quartile AUM (₹1,318 Cr).
Established history (24+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.39% (bottom quartile).
3Y return: 20.64% (bottom quartile).
1Y return: 35.51% (top quartile).
Alpha: 1.75 (lower mid).
Sharpe: 2.27 (top quartile).
Information ratio: -0.15 (bottom quartile).

Below is the key information for HDFC Long Term Advantage Fund

HDFC Long Term Advantage Fund Growth
Launch Date	2 Jan 01
NAV (14 Jan 22)	₹595.168 ↑ 0.28 (0.05 %)
Net Assets (Cr)	₹1,318 on 30 Nov 21
Category	Equity - ELSS
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.25
Sharpe Ratio	2.27
Information Ratio	-0.15
Alpha Ratio	1.75
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹16,632

HDFC Long Term Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Purchase not allowed

Returns for HDFC Long Term Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25

Duration	Returns
1 Month	4.4%
3 Month	1.2%
6 Month	15.4%
1 Year	35.5%
3 Year	20.6%
5 Year	17.4%
10 Year
15 Year
Since launch	21.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for HDFC Long Term Advantage Fund

Name	Since	Tenure

Data below for HDFC Long Term Advantage Fund as on 30 Nov 21

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

9. HDFC Capital Builder Value Fund

(Erstwhile HDFC Capital Builder Fund)

The fund plans to achieve long term capital appreciation.

Research Highlights for HDFC Capital Builder Value Fund

Bottom quartile AUM (₹7,179 Cr).
Established history (31+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 23.09% (bottom quartile).
3Y return: 19.81% (bottom quartile).
1Y return: 6.23% (bottom quartile).
Alpha: 0.37 (lower mid).
Sharpe: -0.58 (bottom quartile).
Information ratio: 1.35 (upper mid).

Below is the key information for HDFC Capital Builder Value Fund

HDFC Capital Builder Value Fund Growth
Launch Date	1 Feb 94
NAV (29 Oct 25)	₹771.493 ↑ 5.29 (0.69 %)
Net Assets (Cr)	₹7,179 on 31 Aug 25
Category	Equity - Value
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.84
Sharpe Ratio	-0.59
Information Ratio	1.35
Alpha Ratio	0.37
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹16,126
30 Sep 22	₹16,134
30 Sep 23	₹19,329
30 Sep 24	₹28,668
30 Sep 25	₹27,405

HDFC Capital Builder Value Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for HDFC Capital Builder Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25

Duration	Returns
1 Month	5.7%
3 Month	4.1%
6 Month	9.4%
1 Year	6.2%
3 Year	19.8%
5 Year	23.1%
10 Year
15 Year
Since launch	14.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	20.7%
2023	29.6%
2022	3.6%
2021	35.6%
2020	12.9%
2019	0%
2018	-5.5%
2017	42.3%
2016	3.8%
2015	4.6%

Fund Manager information for HDFC Capital Builder Value Fund

Name	Since	Tenure
Anand Laddha	1 Feb 24	1.67 Yr.
Dhruv Muchhal	22 Jun 23	2.28 Yr.

Data below for HDFC Capital Builder Value Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	34.9%
Consumer Cyclical	9.78%
Technology	8.42%
Industrials	8.28%
Consumer Defensive	7.69%
Health Care	7.57%
Utility	5.28%
Energy	4.59%
Communication Services	4.25%
Basic Materials	4.11%
Real Estate	3.3%

Asset Allocation

Asset Class	Value
Cash	1.83%
Equity	98.17%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| 532174	7%	₹532 Cr	3,950,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 11 \| HDFCBANK	7%	₹504 Cr	5,300,000
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 09 \| 532215	4%	₹289 Cr	2,549,437 ↓ -563
State Bank of India (Financial Services) Equity, Since 31 Aug 20 \| SBIN	4%	₹279 Cr	3,200,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 May 20 \| BHARTIARTL	4%	₹263 Cr	1,400,000 ↓ -200,000
Infosys Ltd (Technology) Equity, Since 31 Jul 09 \| INFY	4%	₹260 Cr	1,800,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 20 \| LT	3%	₹192 Cr	525,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Dec 20 \| SUNPHARMA	2%	₹175 Cr	1,100,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Aug 24 \| 540611	2%	₹175 Cr	2,390,428 ↓ -653
NTPC Ltd (Utilities) Equity, Since 31 Aug 17 \| 532555	2%	₹170 Cr	5,001,469 ↑ 1,469

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.