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HDFC Mutual Fund

Updated on May 28, 2020 , 4644 views

HDFC is one of India’s premier financial services providers. HDFC Asset Management Company is one of its subsidiaries which offers various mutual fund schemes. HDFC launched its first scheme in 2000 and since then, has shown promising growth over a decade and a half. HDFC Mutual Fund offers schemes across 11 categories of funds. The company has bought out Morgan Stanley’s eight mutual fund schemes in 2014. The total value of those schemes was estimated at INR 3,290 crores. This move has put HDFC Mutual Fund a mile ahead of its fellow fund houses in the market.

HDFC

To make an efficient and affordable investment in Mutual Funds investors can invest in the scheme via HDFC SIP (Systematic Investment plan).

AMC HDFC Mutual Fund
Date of Setup June 30, 2000
AUM INR 306840.72 crore (Jun-30-2018)
CEO/MD Mr. Milind Barve
CIO Mr. Prashant Jain
Compliance Officer Mr. Yezdi Khariwala
Investor Service Officer Mr. John Mathew
Customer Care Number 1800 3010 6767/1800 419 7676
Telephone 022 – 6631 6333
Fax 022 - 2282 1144
Email cliser[AT]hdfcfund.com
Website www.hdfcfund.com

About HDFC Mutual Fund

HDFC Mutual Fund is a joint venture of Housing Development Finance Corporation Limited and Standard Life Investments Group. The Mutual Fund company is a part of the well-reputed HDFC Group. As on September 30, 2017, the HDFC Limited held 57.36% of the total paid up capital of HDFC Mutual Fund while Standard Investments Limited held 38.24% of the total paid of capital. HDFC trustee Company Limited acts as a trustee for HDFC Mutual Fund. The remaining share of the paid up capital was held by other shareholders. The Mutual Fund company's vision is to be a dominant player in the Indian Mutual Fund space. It also wants to be recognized for its highest levels of ethics and professional conduct.

HDFC SIP

HDFC SIP is one of the most popular mutual fund schemes offered by the company. It is just like a Recurring deposit. Each month on a specific date a certain amount that is chosen by you gets invested in a mutual fund scheme of your choice. The dates available for SIP investment are given on the company website. There are multiple benefits of investing through HDFC MF SIP. Some of them include:

  • Habit of disciplined Investing
  • Achieving your financial goal
  • Taking advantage of the rupee cost averaging
  • Growth of investment over a period of time which generates more returns
  • Easy and hassle-free investing

The benefits of SIPs are immense and HDFC Mutual Fund has ensured over the years that it has built a good SIP book making it one of the largest players in SIPs.

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Top Mutual Fund Schemes Offered by HDFC Mutual Fund

Equity Fund

It is a Mutual Fund scheme that invests its corpus fund in equity and equity-related instruments of various companies. Equity Funds are classifed into various types like Large cap funds, mid cap funds, Small cap funds, and much more. It can be considered as a good option for long-term investment. HDFC Mutual Fund offers a range of schemes under equity fund category. Some of the Best equity funds of HDFC Mutual Fund are listed in the table given below.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
HDFC Small Cap Fund Growth ₹27.95
↑ 0.10
₹6,835-25.3-27.9-36.7-7.61.8-9.5
HDFC Mid-Cap Opportunities Fund Growth ₹43.035
↑ 0.55
₹18,455-20.4-19.5-21.5-5.22.80.2
HDFC Long Term Advantage Fund Growth ₹285.114
↑ 3.40
₹1,032-18.2-23.3-23-2.53.810.1
HDFC Top 100 Fund Growth ₹377.777
↑ 4.99
₹14,832-15.6-24.7-26.3-3.327.7
HDFC Capital Builder Value Fund Growth ₹220.855
↑ 2.63
₹3,409-16.9-22.9-26.7-4.41.90
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 May 20

Debt Fund

Debt fund as the name suggests, invest their accumulated money in various fixed income instruments like commercial papers, treasury bills, gilts, corporate Bonds, and government bonds. Debt funds are classified into Liquid Funds, ultra short term funds, dynamic bond funds, and so on. There are various fund schemes offered by HDFC under the debt fund category. Some of the best and top debt fund schemes offered by HDFC are given in the table as follows.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)2019 (%)Debt Yield (YTM)Mod. DurationEff. Maturity
HDFC Corporate Bond Fund Growth ₹23.4858
↓ 0.00
₹14,5183.15.411.18.610.36.91%2Y 10M 2D3Y 9M 11D
HDFC Banking and PSU Debt Fund Growth ₹16.8347
↓ -0.02
₹5,7912.24.510.4810.27.87%2Y 7M 17D3Y 4M 13D
HDFC Credit Risk Debt Fund Growth ₹16.5432
↑ 0.00
₹8,436-0.427.26.48.610.9%2Y 24D2Y 9M 29D
HDFC Gilt Fund Growth ₹42.1605
↓ -0.02
₹1,6473.76.311.67.38.65.54%3Y 11M 26D5Y 4M 24D
HDFC Short Term Debt Fund Growth ₹23.1047
↓ 0.00
₹11,0002.44.810.58.39.77.81%2Y 7M 6D3Y 4M 10D
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 May 20

Hybrid Funds

Also known as balanced funds, these schemes invest their money in a combination of equity and debt instruments. These funds are good for people seeking for capital appreciation along with regular income flow. Balanced funds are categorized into hybrid funds and monthly income plans depending on the proportion of equity investments in their portfolio. Some of the best hybrid funds offered by HDFC are:

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
HDFC Hybrid Debt Fund Growth ₹44.6939
↑ 0.18
₹2,419-5.6-6-3.71.85.26.6
HDFC Equity Savings Fund Growth ₹34.597
↑ 0.19
₹3,364-5.3-7.7-7.21.55.75.8
HDFC Balanced Advantage Fund Growth ₹160.503
↑ 2.03
₹35,118-14-20.3-21.6-2.92.96.9
HDFC Arbitrage Fund Growth ₹23.5
↑ 0.05
₹4,6111.22.85.75.86.16
HDFC Multi-Asset Fund Growth ₹29.905
↑ 0.10
₹220-9.9-9.4-7.80.73.89.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 May 20

Tax Saving ELSS Schemes

ELSS or Equity Linked Savings Schemes means a Mutual Fund scheme that offers investment opportunity along with tax benefit. These schemes invest a predominant stake of their corpus in equity and equity-related instruments and have a lock-in period of three years. People can claim tax benefits of up to INR 1,50,000 by way of ELSS investments under Section 80C of Income Tax Act, 1961. Some of the Top ELSS schemes offered by HDFC along with their performance are shown in the table given below.

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
HDFC Long Term Advantage Fund Growth ₹285.114
↑ 3.40
₹1,032-18.2-23.3-23-2.53.810.1
HDFC Tax Saver Fund Growth ₹397.487
↑ 5.26
₹5,845-14.9-23.3-25.6-6.50.13.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 May 20

Best Performing Mutual Funds of HDFC Mutual Fund

Some of the most preferred funds of HDFC MF are:

1. HDFC Top 100 Fund

(Erstwhile HDFC Top 200)

To generate long term capital appreciation from a portfolio of equity and equity linked instruments. The investment portfolio for equity and equity linked instruments will be primarily drawn from the companies in the BSE 200 Index. Further, the Scheme may also invest in listed companies that would qualify to be in the top 200 by market capitalisation on the BSE even though they may not be listed on the BSE. This includes participation in large Ipos where in the market capitalisation of the company based on issue price would make the company a part of the top 200 companies listed on the BSE based on market capitalisation.

HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.6% since its launch.  Ranked 43 in Large Cap category.  Return for 2019 was 7.7% , 2018 was 0.1% and 2017 was 32% .

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (29 May 20) ₹377.777 ↑ 4.99   (1.34 %)
Net Assets (Cr) ₹14,832 on 30 Apr 20
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio -0.77
Information Ratio -0.85
Alpha Ratio -9.26
Min 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.

DateValue
30 Apr 15₹10,000
30 Apr 16₹9,493
30 Apr 17₹12,364
30 Apr 18₹13,475
30 Apr 19₹15,041
30 Apr 20₹11,685

HDFC Top 100 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701
Invest Now

Returns for HDFC Top 100 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 May 20

DurationReturns
1 Month -0.5%
3 Month -15.6%
6 Month -24.7%
1 Year -26.3%
3 Year -3.3%
5 Year 2%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.7%
2018 0.1%
2017 32%
2016 8.5%
2015 -6.1%
2014 46.5%
2013 4%
2012 32.4%
2011 -24.3%
2010 25.1%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure
Prashant Jain19 Jun 0316.8 Yr.
Chirag Dagli31 Jul 190.67 Yr.

Data below for HDFC Top 100 Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services35.73%
Energy19.07%
Utility9.86%
Industrials8.35%
Technology7.56%
Consumer Defensive6.08%
Health Care5.71%
Basic Materials4.68%
Communication Services1.99%
Asset Allocation
Asset ClassValue
Cash0.74%
Equity99.03%
Other0.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 06 | RELIANCE
9%₹1,324 Cr9,030,264
↑ 200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 05 | ICICIBANK
8%₹1,237 Cr32,543,853
↑ 1,800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
7%₹987 Cr9,853,294
↓ -43,000
Infosys Ltd (Technology)
Equity, Since 31 Aug 04 | INFY
7%₹981 Cr13,708,014
↓ -1,584,940
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
6%₹902 Cr49,540,141
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 06 | LT
5%₹787 Cr8,765,828
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
5%₹782 Cr41,056,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
5%₹769 Cr4,014,869
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | 532215
4%₹581 Cr13,063,405
↑ 2,257,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 15 | 532555
4%₹573 Cr60,290,338
↑ 1,170,000

2. HDFC Short Term Debt Fund

(Erstwhile HDFC Short Term Opportunities Fund)

To generate regular income through investments in Debt/Money Market Instruments and Government Securities with maturities not exceeding 36 months.

HDFC Short Term Debt Fund is a Debt - Short term Bond fund was launched on 25 Jun 10. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 8.8% since its launch.  Ranked 30 in Short term Bond category.  Return for 2019 was 9.7% , 2018 was 7% and 2017 was 6.5% .

Below is the key information for HDFC Short Term Debt Fund

HDFC Short Term Debt Fund
Growth
Launch Date 25 Jun 10
NAV (29 May 20) ₹23.1047 ↓ 0.00   (0.00 %)
Net Assets (Cr) ₹11,000 on 30 Apr 20
Category Debt - Short term Bond
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately Low
Expense Ratio 0.4
Sharpe Ratio 4.06
Information Ratio -0.17
Alpha Ratio -0.77
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 7.81%
Effective Maturity 3 Years 4 Months 10 Days
Modified Duration 2 Years 7 Months 6 Days

Growth of 10,000 investment over the years.

DateValue
30 Apr 15₹10,000
30 Apr 16₹10,859
30 Apr 17₹11,785
30 Apr 18₹12,508
30 Apr 19₹13,484
30 Apr 20₹14,747

HDFC Short Term Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹206,148.
Net Profit of ₹26,148
Invest Now

Returns for HDFC Short Term Debt 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 May 20

DurationReturns
1 Month 2.3%
3 Month 2.4%
6 Month 4.8%
1 Year 10.5%
3 Year 8.3%
5 Year 8.4%
10 Year
15 Year
Since launch 8.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.7%
2018 7%
2017 6.5%
2016 9.3%
2015 8.7%
2014 10.4%
2013 8.4%
2012 10.1%
2011 9.2%
2010
Fund Manager information for HDFC Short Term Debt Fund
NameSinceTenure
Anil Bamboli25 Jun 109.77 Yr.
Chirag Dagli31 Jul 190.67 Yr.

Data below for HDFC Short Term Debt Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash2.8%
Debt93.49%
Other3.72%
Debt Sector Allocation
SectorValue
Corporate62.14%
Government27.43%
Securitized3.92%
Cash Equivalent2.8%
Credit Quality
RatingValue
A0.56%
AA13.22%
AAA86.17%
Below B0.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Net Current Assets
Receivables | -
4%₹409 Cr
Housing Development Finance Corporation Limited
Debentures | -
3%₹303 Cr3,000
Indinfravit Trust
Debentures | -
3%₹290 Cr2,900
State Bank Of India
Debentures | -
3%₹284 Cr2,750
Tata Sons Limited
Debentures | -
2%₹265 Cr2,650
Mobil Trust Series 10 (PTC of pools from Shriram City Union Finance Ltd.)
Unlisted bonds | -
2%₹252 Cr5,000,000
↑ 5,000,000
Rural Electrification Corporation Limited
Debentures | -
2%₹248 Cr2,500
↑ 2,500
State Bank Of India
Debentures | -
2%₹243 Cr2,500
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT
Debentures | -
2%₹212 Cr2,000
Power Finance Corporation Ltd.
Debentures | -
2%₹201 Cr2,000

3. HDFC Medium Term Debt Fund

(Erstwhile HDFC High Interest Fund - Short Term Plan)

To generate income by investing in a range of debt and money market instruments of various maturity dates with a view to maximising income while maintaining the optimum balance of yield, safety and liquidity. The objective is to cater to the needs of investors with shorter term investment horizons and to provide stable returns over shorter periods.

HDFC Medium Term Debt Fund is a Debt - Medium term Bond fund was launched on 6 Feb 02. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.9% since its launch.  Ranked 22 in Medium term Bond category.  Return for 2019 was 9.1% , 2018 was 5.6% and 2017 was 5.5% .

Below is the key information for HDFC Medium Term Debt Fund

HDFC Medium Term Debt Fund
Growth
Launch Date 6 Feb 02
NAV (29 May 20) ₹40.2026 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹1,135 on 30 Apr 20
Category Debt - Medium term Bond
AMC HDFC Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 1.29
Sharpe Ratio 1.64
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Months (0.25%),1 Months and above(NIL)
Yield to Maturity 9.49%
Effective Maturity 4 Years 6 Months 18 Days
Modified Duration 3 Years 3 Months 27 Days

Growth of 10,000 investment over the years.

DateValue
30 Apr 15₹10,000
30 Apr 16₹10,807
30 Apr 17₹11,851
30 Apr 18₹12,461
30 Apr 19₹13,330
30 Apr 20₹14,356

HDFC Medium Term Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹203,125.
Net Profit of ₹23,125
Invest Now

Returns for HDFC Medium Term Debt 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 May 20

DurationReturns
1 Month 1.4%
3 Month -0.2%
6 Month 2.5%
1 Year 7.5%
3 Year 6.7%
5 Year 7.6%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 9.1%
2018 5.6%
2017 5.5%
2016 11.5%
2015 7.4%
2014 11.2%
2013 7%
2012 9.8%
2011 8.4%
2010 5%
Fund Manager information for HDFC Medium Term Debt Fund
NameSinceTenure
Shobhit Mehrotra1 Sep 0712.59 Yr.
Chirag Setalvad31 Jul 190.67 Yr.

Data below for HDFC Medium Term Debt Fund as on 30 Apr 20

Asset Allocation
Asset ClassValue
Cash1.31%
Debt87.17%
Other11.52%
Debt Sector Allocation
SectorValue
Corporate48.06%
Government35.63%
Securitized3.48%
Cash Equivalent1.31%
Credit Quality
RatingValue
A5.86%
AA44.85%
AAA49.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Net Current Assets
Receivables | -
12%₹131 Cr
Tata Housing Development Company Limited
Debentures | -
7%₹84 Cr850
7.26% Govt Stock 2029
Sovereign Bonds | -
6%₹69 Cr6,500,000
Shriram - City Union Finance Limited
Debentures | -
6%₹67 Cr7,000
Power Finance Corporation Ltd.
Debentures | -
6%₹65 Cr600
L & T Infrastructure Finance Company Limited
Debentures | -
5%₹58 Cr590
Tata Projects Limited
Debentures | -
4%₹49 Cr500
6.97% Govt Stock 2026
Sovereign Bonds | -
4%₹47 Cr4,500,000
PIPELINE INFRASTRUCTURE PRIVATE LIMITED
Debentures | -
4%₹45 Cr450
↓ -350
Vedanta Limited
Debentures | -
3%₹35 Cr370

4. HDFC Long Term Advantage Fund

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

HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.8% since its launch.  Ranked 23 in ELSS category.  Return for 2019 was 10.1% , 2018 was -3.9% and 2017 was 36.2% .

Below is the key information for HDFC Long Term Advantage Fund

HDFC Long Term Advantage Fund
Growth
Launch Date 2 Jan 01
NAV (29 May 20) ₹285.114 ↑ 3.40   (1.21 %)
Net Assets (Cr) ₹1,032 on 30 Apr 20
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio -0.55
Information Ratio -1.28
Alpha Ratio -5.29
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 15₹10,000
30 Apr 16₹9,980
30 Apr 17₹12,874
30 Apr 18₹14,732
30 Apr 19₹15,548
30 Apr 20₹12,620

HDFC Long Term Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹331,978.
Net Profit of ₹31,978
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 May 20

DurationReturns
1 Month -0.7%
3 Month -18.2%
6 Month -23.3%
1 Year -23%
3 Year -2.5%
5 Year 3.8%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 10.1%
2018 -3.9%
2017 36.2%
2016 13%
2015 -2.4%
2014 44.7%
2013 11%
2012 28.8%
2011 -23.5%
2010 28.4%
Fund Manager information for HDFC Long Term Advantage Fund
NameSinceTenure
Chirag Setalvad2 Apr 0713.01 Yr.

Data below for HDFC Long Term Advantage Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services33.12%
Industrials18.09%
Energy13.66%
Technology12.21%
Basic Materials5.22%
Consumer Defensive5.15%
Health Care3.05%
Communication Services2.6%
Utility2.39%
Consumer Cyclical0.94%
Asset Allocation
Asset ClassValue
Cash2.8%
Equity96.45%
Other0.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 05 | RELIANCE
10%₹102 Cr697,000
↓ -133,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK
10%₹99 Cr988,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹94 Cr2,473,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 06 | INFY
9%₹93 Cr1,300,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFC
7%₹77 Cr400,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 07 | LT
5%₹55 Cr607,500
ITC Ltd (Consumer Defensive)
Equity, Since 31 Oct 05 | ITC
5%₹51 Cr2,822,910
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
5%₹50 Cr2,600,000
Vesuvius India Ltd (Industrials)
Equity, Since 31 Jan 11 | 520113
4%₹37 Cr400,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 12 | 500547
4%₹37 Cr1,000,000

List of Name Change in Schemes of HDFC Mutual Fund

After SEBI's (Securities and Exchange Board of India) circulation on re-categorisation and rationalisation of open-ended mutual funds, many Mutual Fund Houses are incorporating changes in their scheme names and categories. SEBI introduced new and broad categories in Mutual Funds in order to bring uniformity in similar schemes launched by the different Mutual Funds. This is to aim and ensure that investors can find it easier to compare the products and evaluate the different options available before investing in a scheme.

Here is a list of HDFC schemes that got new names:

Existing Scheme Name New Scheme Name
HDFC Cash Management Fund - Treasury Advantage Plan HDFC Low Duration Fund
HDFC Corporate Debt Opportunities Fund HDFC Credit Risk Debt Fund
HDFC Floating Rate Income Fund - Short Term Plan HDFC Floating Rate Debt Fund - Retail Plan
HDFC Gilt Fund - Long Term Plan HDFC Gilt Fund
HDFC High Interest Fund - Dynamic Plan HDFC Dynamic Debt Fund
HDFC High Interest Fund - Short Term Plan HDFC Medium Term Debt Fund
HDFC Medium Term Opportunities Fund HDFC Corporate Bond Fund
HDFC Short Term Opportunities Fund HDFC Short Term Debt Fund
HDFC Capital Builder Fund HDFC Capital Builder value fund
HDFC Cash Management Fund - Call Plan HDFC Overnight Fund
HDFC Cash Management Fund - Savings Plan HDFC money market fund
HDFC Core & Satellite Fund HDFC Focused 30 Fund
HDFC Growth Fund HDFC Balanced Advantage Fund
HDFC Index Fund- Nifty Plan HDFC Index Fund - NIFTY 50 Plan
HDFC Large Cap Fund HDFC Growth Opportunities Fund
HDFC MF Monthly Income Plan - LTP HDFC Hybrid Debt Fund
HDFC Multiple Yield Fund - Plan 2005 HDFC Multi-Asset Fund
HDFC Premier Multi-Cap Fund HDFC Hybrid Equity Fund
HDFC Top 200 HDFC Top 100 Fund
HDFC Index Fund – SENSEX Plus Plan HDFC Index Fund-SENSEX Plan

Note-The list will be updated as and when we get an insight about the changes in the scheme names.

List of Merged Schemes of HDFC Mutual Fund

Here's the list of HDFC Mutual Fund Schemes that got merged into existing scheme or form a new scheme.

Old Schemes Merged to Scheme
HDFC Premier Multi-Cap Fund and HDFC Balanced Fund HDFC Hybrid Equity Fund
HDFC Prudence Fund and HDFC Growth Fund HDFC Balanced Advantage Fund
HDFC Corporate Debt Opportunities Fund and HDFC Regular Savings Fund HDFC Credit Risk Debt fund
HDFC Medium Term Opportunities Fund, HDFC Floating Rate Income Fund and HDFC Gilt Fund - Short term plan HDFC Corporate Bond Fund

Note-The list will be updated as and when we get an insight about the changes in the scheme names.

HDFC Mutual Fund Calculator

mutual fund calculator helps people to assess their savings amount and shows how their SIP investment grows in a virtual environment. The calculator helps people to attain their goals within a determined time limit. It is also known as sip calculator. Some of the input that needs to be entered in the calculator includes income level, how much amount that can be saved, expected returns on investment, and other related parameters.

Know Your Monthly SIP Amount

   
My Goal Amount:
Goal Tenure:
Years
Expected Annual Returns:
%
Total investment required is ₹3/month for 20 Years
  or   ₹257 one time (Lumpsum)
to achieve ₹5,000
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HDFC Mutual Fund Login

You can log in into your HDFC Mutual Fund account online through its website. There are multiple ways of accessing your HDFC account. You can log in with the help of your folio number and HPIN. If you don't have an HPIN, you can give your HDFC bank account details, PAN details, and portfolio number. You can also log in with the help of your user ID and password. If you are a new user, you can create your own login ID and generate a new HPIN in order to access your account in future.

How to Invest in HDFC Mutual Fund?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

HDFC Mutual Fund Statement

You can get your HDFC Mutual Fund account statement on your registered email id. You can also ask for your account statement by post. You can get your account information via SMS or IVR.

HDFC Mutual Fund NAV

HDFC Mutual Fund NAV can be found on the AMFI website. The latest NAV can also be found on the asset management company's website. You can also check for the historical NAV of the HDFC Mutual Fund on the AMFI website.

Why Opt for HDFC Mutual Fund?

  • Excellent Ratings: Many of the company schemes have a CRISIL rating of three and above.
  • Variety of Options: Investing in HDFC Mutual Fund comes with a broad range of choices.
  • Tax Benefits: Certain schemes of HDFC Mutual Fund offer tax benefits to investors.
  • Catering to the Need of Investor: The company has products which will suit every type of investor. Funds range from short-term to long-term and even open-ended to closed-ended funds. The company makes sure the investor gets what they need. It also offers products with low, medium, and high risk.

Corporate Address

“HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai- 400020.

Sponsors

Housing Development Finance Corporation Limited, Standard Life Investments Limited

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.
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