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10 सर्वश्रेष्ठ एचडीएफसी एमएफ एसआईपी फंड 2022

Updated on August 12, 2025 , 149973 views

व्यवस्थितनिवेश योजना यासिप की एक विधि हैनिवेश एक निश्चित समय पर नियमित रूप से एक निश्चित राशि। यह सबसे लचीली और आसान निवेश योजना है। आपका पैसा आपसे स्वतः डेबिट हो जाता हैबैंक खाते और योजना में निवेश किया जाता है। SIP की निवेश शैली के कारण, निवेशकों को समय की आवश्यकता नहीं हैमंडी.

एचडीएफसी म्यूचुअल फंड, भारत के प्रमुखों में से एक होने के नातेएएमसी, निवेशक हमेशा कंपनी द्वारा पेश किए गए एसआईपी फंड को पसंद करते हैं। आप केवल INR 500 से SIP में निवेश शुरू कर सकते हैं। a . के अन्य लाभों में से एकएसआईपी निवेश क्या आप अपनी योजना बना सकते हैं और उसे पूरा कर सकते हैंवित्तीय लक्ष्यों.

शादी जैसे लक्ष्य,सेवानिवृत्ति योजनाघर/वाहन आदि की खरीद सुनियोजित तरीके से की जा सकती है और एसआईपी के जरिए समय पर हासिल की जा सकती है।

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HDFC

एचडीएफसी म्यूचुअल फंड एसआईपी में निवेश क्यों करें?

एचडीएफसी एसआईपी सबसे लोकप्रिय में से एक हैम्यूचुअल फंड कंपनी द्वारा दी जाने वाली योजनाएं। एक एसआईपी एक की तरह हैआवर्ती जमा. प्रत्येक महीने एक विशिष्ट तिथि पर आपके द्वारा चुनी गई एक निश्चित राशि आपकी पसंद की म्यूचुअल फंड योजना में निवेश की जाती है। एसआईपी निवेश के लिए उपलब्ध तारीखें कंपनी की वेबसाइट पर दी गई हैं। कई हैंनिवेश के लाभ एचडीएफसी एमएफ एसआईपी के माध्यम से। उनमें से कुछ में शामिल हैं:

  • अनुशासित निवेश की आदत
  • अपने वित्तीय लक्ष्य को प्राप्त करना
  • रुपये की औसत लागत का फायदा उठाते हुए
  • समय की अवधि में निवेश की वृद्धि जो अधिक रिटर्न उत्पन्न करती है
  • केवल INR 500 मासिक का न्यूनतम SIP निवेश

सर्वश्रेष्ठ एचडीएफसी एसआईपी फंड निम्नलिखित हैं (इक्विटी फ़ंड) वर्ष 2022 - 2023 के लिए। इन फंडों को एयूएम जैसे कुछ मापदंडों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, सहकर्मी औसत रिटर्न, पिछले प्रदर्शन, आदि।

बेस्ट एचडीएफसी इक्विटी एसआईपी म्यूचुअल फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
HDFC Infrastructure Fund Growth ₹47.138
↓ -0.07
₹2,591 300 2.215.8-1.129.333.223
HDFC Mid-Cap Opportunities Fund Growth ₹191.171
↓ 0.00
₹84,061 300 3.813.95.125.829.628.6
HDFC Small Cap Fund Growth ₹138.713
↓ -0.83
₹35,781 300 7.116.33.123.93120.4
HDFC Focused 30 Fund Growth ₹228.105
↑ 0.28
₹20,868 300 1.910.59.222.327.424
HDFC Equity Fund Growth ₹1,970.86
↑ 1.45
₹79,585 300 1.810.78.32227.723.5
HDFC Tax Saver Fund Growth ₹1,398.19
↑ 0.83
₹16,908 500 1.610.15.721.424.821.3
HDFC Growth Opportunities Fund Growth ₹333.935
↓ -0.32
₹26,849 300 2.3120.919.925.619.4
HDFC Capital Builder Value Fund Growth ₹730.967
↑ 0.51
₹7,443 300 2.411.72.919.122.720.7
HDFC Top 100 Fund Growth ₹1,122.86
↑ 1.53
₹38,905 300 0.66.9-0.415.620.911.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25

Research Highlights & Commentary of 9 Funds showcased

CommentaryHDFC Infrastructure FundHDFC Mid-Cap Opportunities FundHDFC Small Cap FundHDFC Focused 30 FundHDFC Equity FundHDFC Tax Saver FundHDFC Growth Opportunities FundHDFC Capital Builder Value FundHDFC Top 100 Fund
Point 1Bottom quartile AUM (₹2,591 Cr).Highest AUM (₹84,061 Cr).Upper mid AUM (₹35,781 Cr).Lower mid AUM (₹20,868 Cr).Top quartile AUM (₹79,585 Cr).Bottom quartile AUM (₹16,908 Cr).Lower mid AUM (₹26,849 Cr).Bottom quartile AUM (₹7,443 Cr).Upper mid AUM (₹38,905 Cr).
Point 2Established history (17+ yrs).Established history (18+ yrs).Established history (17+ yrs).Established history (20+ yrs).Established history (30+ yrs).Established history (29+ yrs).Oldest track record among peers (31 yrs).Established history (31+ yrs).Established history (28+ yrs).
Point 3Rating: 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 4Risk 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 55Y return: 33.23% (top quartile).5Y return: 29.62% (upper mid).5Y return: 31.02% (top quartile).5Y return: 27.39% (lower mid).5Y return: 27.68% (upper mid).5Y return: 24.78% (bottom quartile).5Y return: 25.60% (lower mid).5Y return: 22.68% (bottom quartile).5Y return: 20.86% (bottom quartile).
Point 63Y return: 29.29% (top quartile).3Y return: 25.76% (top quartile).3Y return: 23.90% (upper mid).3Y return: 22.26% (upper mid).3Y return: 22.02% (lower mid).3Y return: 21.40% (lower mid).3Y return: 19.86% (bottom quartile).3Y return: 19.07% (bottom quartile).3Y return: 15.62% (bottom quartile).
Point 71Y return: -1.10% (bottom quartile).1Y return: 5.08% (upper mid).1Y return: 3.14% (lower mid).1Y return: 9.22% (top quartile).1Y return: 8.30% (top quartile).1Y return: 5.74% (upper mid).1Y return: 0.95% (bottom quartile).1Y return: 2.90% (lower mid).1Y return: -0.37% (bottom quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: 3.00 (upper mid).Alpha: 0.00 (bottom quartile).Alpha: 4.28 (top quartile).Alpha: 4.30 (top quartile).Alpha: 2.56 (upper mid).Alpha: -0.38 (bottom quartile).Alpha: 1.28 (lower mid).Alpha: -1.46 (bottom quartile).
Point 9Sharpe: -0.23 (bottom quartile).Sharpe: 0.23 (upper mid).Sharpe: 0.07 (lower mid).Sharpe: 0.41 (top quartile).Sharpe: 0.39 (top quartile).Sharpe: 0.22 (upper mid).Sharpe: 0.02 (bottom quartile).Sharpe: 0.09 (lower mid).Sharpe: -0.11 (bottom quartile).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.62 (bottom quartile).Information ratio: 0.00 (bottom quartile).Information ratio: 1.27 (upper mid).Information ratio: 1.47 (top quartile).Information ratio: 1.35 (top quartile).Information ratio: 0.71 (lower mid).Information ratio: 1.15 (upper mid).Information ratio: 0.66 (lower mid).

HDFC Infrastructure Fund

  • Bottom quartile AUM (₹2,591 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: High.
  • 5Y return: 33.23% (top quartile).
  • 3Y return: 29.29% (top quartile).
  • 1Y return: -1.10% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.23 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹84,061 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 29.62% (upper mid).
  • 3Y return: 25.76% (top quartile).
  • 1Y return: 5.08% (upper mid).
  • Alpha: 3.00 (upper mid).
  • Sharpe: 0.23 (upper mid).
  • Information ratio: 0.62 (bottom quartile).

HDFC Small Cap Fund

  • Upper mid AUM (₹35,781 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 31.02% (top quartile).
  • 3Y return: 23.90% (upper mid).
  • 1Y return: 3.14% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.07 (lower mid).
  • Information ratio: 0.00 (bottom quartile).

HDFC Focused 30 Fund

  • Lower mid AUM (₹20,868 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 27.39% (lower mid).
  • 3Y return: 22.26% (upper mid).
  • 1Y return: 9.22% (top quartile).
  • Alpha: 4.28 (top quartile).
  • Sharpe: 0.41 (top quartile).
  • Information ratio: 1.27 (upper mid).

HDFC Equity Fund

  • Top quartile AUM (₹79,585 Cr).
  • Established history (30+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 27.68% (upper mid).
  • 3Y return: 22.02% (lower mid).
  • 1Y return: 8.30% (top quartile).
  • Alpha: 4.30 (top quartile).
  • Sharpe: 0.39 (top quartile).
  • Information ratio: 1.47 (top quartile).

HDFC Tax Saver Fund

  • Bottom quartile AUM (₹16,908 Cr).
  • Established history (29+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.78% (bottom quartile).
  • 3Y return: 21.40% (lower mid).
  • 1Y return: 5.74% (upper mid).
  • Alpha: 2.56 (upper mid).
  • Sharpe: 0.22 (upper mid).
  • Information ratio: 1.35 (top quartile).

HDFC Growth Opportunities Fund

  • Lower mid AUM (₹26,849 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 25.60% (lower mid).
  • 3Y return: 19.86% (bottom quartile).
  • 1Y return: 0.95% (bottom quartile).
  • Alpha: -0.38 (bottom quartile).
  • Sharpe: 0.02 (bottom quartile).
  • Information ratio: 0.71 (lower mid).

HDFC Capital Builder Value Fund

  • Bottom quartile AUM (₹7,443 Cr).
  • Established history (31+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.68% (bottom quartile).
  • 3Y return: 19.07% (bottom quartile).
  • 1Y return: 2.90% (lower mid).
  • Alpha: 1.28 (lower mid).
  • Sharpe: 0.09 (lower mid).
  • Information ratio: 1.15 (upper mid).

HDFC Top 100 Fund

  • Upper mid AUM (₹38,905 Cr).
  • Established history (28+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.86% (bottom quartile).
  • 3Y return: 15.62% (bottom quartile).
  • 1Y return: -0.37% (bottom quartile).
  • Alpha: -1.46 (bottom quartile).
  • Sharpe: -0.11 (bottom quartile).
  • Information ratio: 0.66 (lower 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 (₹2,591 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: High.
  • 5Y return: 33.23% (top quartile).
  • 3Y return: 29.29% (top quartile).
  • 1Y return: -1.10% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.23 (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 (14 Aug 25) ₹47.138 ↓ -0.07   (-0.14 %)
Net Assets (Cr) ₹2,591 on 30 Jun 25
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio -0.23
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.

DateValue

HDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048
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 14 Aug 25

DurationReturns
1 Month -1.8%
3 Month 2.2%
6 Month 15.8%
1 Year -1.1%
3 Year 29.3%
5 Year 33.2%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for HDFC Infrastructure Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 (₹84,061 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 29.62% (upper mid).
  • 3Y return: 25.76% (top quartile).
  • 1Y return: 5.08% (upper mid).
  • Alpha: 3.00 (upper mid).
  • Sharpe: 0.23 (upper mid).
  • Information ratio: 0.62 (bottom quartile).

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

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (14 Aug 25) ₹191.171 ↓ 0.00   (0.00 %)
Net Assets (Cr) ₹84,061 on 30 Jun 25
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.51
Sharpe Ratio 0.23
Information Ratio 0.62
Alpha Ratio 3
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.

DateValue

HDFC Mid-Cap Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 14 Aug 25

DurationReturns
1 Month -2.9%
3 Month 3.8%
6 Month 13.9%
1 Year 5.1%
3 Year 25.8%
5 Year 29.6%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for HDFC Mid-Cap Opportunities Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 (₹35,781 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 31.02% (top quartile).
  • 3Y return: 23.90% (upper mid).
  • 1Y return: 3.14% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.07 (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 (14 Aug 25) ₹138.713 ↓ -0.83   (-0.59 %)
Net Assets (Cr) ₹35,781 on 30 Jun 25
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.64
Sharpe Ratio 0.07
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.

DateValue

HDFC Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
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 14 Aug 25

DurationReturns
1 Month -2.5%
3 Month 7.1%
6 Month 16.3%
1 Year 3.1%
3 Year 23.9%
5 Year 31%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for HDFC Small Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. 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 (₹20,868 Cr).
  • Established history (20+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 27.39% (lower mid).
  • 3Y return: 22.26% (upper mid).
  • 1Y return: 9.22% (top quartile).
  • Alpha: 4.28 (top quartile).
  • Sharpe: 0.41 (top quartile).
  • Information ratio: 1.27 (upper mid).

Below is the key information for HDFC Focused 30 Fund

HDFC Focused 30 Fund
Growth
Launch Date 17 Sep 04
NAV (14 Aug 25) ₹228.105 ↑ 0.28   (0.12 %)
Net Assets (Cr) ₹20,868 on 30 Jun 25
Category Equity - Focused
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 0.41
Information Ratio 1.27
Alpha Ratio 4.28
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.

DateValue

HDFC Focused 30 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 14 Aug 25

DurationReturns
1 Month -0.9%
3 Month 1.9%
6 Month 10.5%
1 Year 9.2%
3 Year 22.3%
5 Year 27.4%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for HDFC Focused 30 Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. HDFC Equity Fund

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

Research Highlights for HDFC Equity Fund

  • Top quartile AUM (₹79,585 Cr).
  • Established history (30+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 27.68% (upper mid).
  • 3Y return: 22.02% (lower mid).
  • 1Y return: 8.30% (top quartile).
  • Alpha: 4.30 (top quartile).
  • Sharpe: 0.39 (top quartile).
  • Information ratio: 1.47 (top quartile).

Below is the key information for HDFC Equity Fund

HDFC Equity Fund
Growth
Launch Date 1 Jan 95
NAV (14 Aug 25) ₹1,970.86 ↑ 1.45   (0.07 %)
Net Assets (Cr) ₹79,585 on 30 Jun 25
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio 0.39
Information Ratio 1.47
Alpha Ratio 4.3
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.

DateValue

HDFC Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 14 Aug 25

DurationReturns
1 Month -0.8%
3 Month 1.8%
6 Month 10.7%
1 Year 8.3%
3 Year 22%
5 Year 27.7%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for HDFC Equity Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. HDFC Tax Saver Fund

The fund plans to provide long term growth of capital.

Research Highlights for HDFC Tax Saver Fund

  • Bottom quartile AUM (₹16,908 Cr).
  • Established history (29+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.78% (bottom quartile).
  • 3Y return: 21.40% (lower mid).
  • 1Y return: 5.74% (upper mid).
  • Alpha: 2.56 (upper mid).
  • Sharpe: 0.22 (upper mid).
  • Information ratio: 1.35 (top quartile).

Below is the key information for HDFC Tax Saver Fund

HDFC Tax Saver Fund
Growth
Launch Date 31 Mar 96
NAV (14 Aug 25) ₹1,398.19 ↑ 0.83   (0.06 %)
Net Assets (Cr) ₹16,908 on 30 Jun 25
Category Equity - ELSS
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio 0.22
Information Ratio 1.35
Alpha Ratio 2.56
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

HDFC Tax Saver Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
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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 14 Aug 25

DurationReturns
1 Month -1.1%
3 Month 1.6%
6 Month 10.1%
1 Year 5.7%
3 Year 21.4%
5 Year 24.8%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for HDFC Tax Saver Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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

  • Lower mid AUM (₹26,849 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 25.60% (lower mid).
  • 3Y return: 19.86% (bottom quartile).
  • 1Y return: 0.95% (bottom quartile).
  • Alpha: -0.38 (bottom quartile).
  • Sharpe: 0.02 (bottom quartile).
  • Information ratio: 0.71 (lower mid).

Below is the key information for HDFC Growth Opportunities Fund

HDFC Growth Opportunities Fund
Growth
Launch Date 18 Feb 94
NAV (14 Aug 25) ₹333.935 ↓ -0.32   (-0.10 %)
Net Assets (Cr) ₹26,849 on 30 Jun 25
Category Equity - Large & Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio 0.02
Information Ratio 0.71
Alpha Ratio -0.38
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.

DateValue

HDFC Growth Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
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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 14 Aug 25

DurationReturns
1 Month -2.8%
3 Month 2.3%
6 Month 12%
1 Year 0.9%
3 Year 19.9%
5 Year 25.6%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for HDFC Growth Opportunities Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

8. 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 (₹7,443 Cr).
  • Established history (31+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 22.68% (bottom quartile).
  • 3Y return: 19.07% (bottom quartile).
  • 1Y return: 2.90% (lower mid).
  • Alpha: 1.28 (lower mid).
  • Sharpe: 0.09 (lower mid).
  • Information ratio: 1.15 (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 (14 Aug 25) ₹730.967 ↑ 0.51   (0.07 %)
Net Assets (Cr) ₹7,443 on 30 Jun 25
Category Equity - Value
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.09
Information Ratio 1.15
Alpha Ratio 1.28
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.

DateValue

HDFC Capital Builder Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
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 14 Aug 25

DurationReturns
1 Month -2.3%
3 Month 2.4%
6 Month 11.7%
1 Year 2.9%
3 Year 19.1%
5 Year 22.7%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for HDFC Capital Builder Value Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

9. 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.

Research Highlights for HDFC Top 100 Fund

  • Upper mid AUM (₹38,905 Cr).
  • Established history (28+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.86% (bottom quartile).
  • 3Y return: 15.62% (bottom quartile).
  • 1Y return: -0.37% (bottom quartile).
  • Alpha: -1.46 (bottom quartile).
  • Sharpe: -0.11 (bottom quartile).
  • Information ratio: 0.66 (lower mid).

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund
Growth
Launch Date 11 Oct 96
NAV (14 Aug 25) ₹1,122.86 ↑ 1.53   (0.14 %)
Net Assets (Cr) ₹38,905 on 30 Jun 25
Category Equity - Large Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.67
Sharpe Ratio -0.11
Information Ratio 0.66
Alpha Ratio -1.46
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.

DateValue

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 ₹505,644.
Net Profit of ₹205,644
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 14 Aug 25

DurationReturns
1 Month -1.5%
3 Month 0.6%
6 Month 6.9%
1 Year -0.4%
3 Year 15.6%
5 Year 20.9%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 11.6%
2023 30%
2022 10.6%
2021 28.5%
2020 5.9%
2019 7.7%
2018 0.1%
2017 32%
2016 8.5%
2015 -6.1%
Fund Manager information for HDFC Top 100 Fund
NameSinceTenure

Data below for HDFC Top 100 Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

एसआईपी निवेश कैसे बढ़ता है?

जानना चाहते हैं कि यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो आपका एसआईपी निवेश कैसे बढ़ेगा? हम आपको एक उदाहरण के साथ समझाएंगे।

एसआईपी कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर

एसआईपी कैलकुलेटर आमतौर पर एसआईपी निवेश राशि (लक्ष्य) जैसे इनपुट लेते हैं, जो निवेश करना चाहता है, निवेश के वर्षों की संख्या, अपेक्षितमुद्रास्फीति दरों (इसके लिए एक खाते की जरूरत है!) और अपेक्षित रिटर्न। इसलिए, कोई लक्ष्य प्राप्त करने के लिए आवश्यक एसआईपी रिटर्न की गणना कर सकता है!

मान लीजिए, यदि आप INR 10 का निवेश करते हैं,000 10 साल के लिए देखें आपका SIP निवेश कैसे बढ़ता है-

मासिक निवेश: INR 10,000

निवेश अवधि: 10 वर्ष

निवेश की गई कुल राशि: INR 12,00,000

दीर्घकालिक विकास दर (लगभग): 15%

के अनुसार अपेक्षित रिटर्नघूंट कैलकुलेटर: INR 27,86,573

शुद्ध लाभ: INR 15,86,573 (निरपेक्ष रिटर्न= 132.2%)

उपरोक्त गणनाओं से पता चलता है कि यदि आप 10 वर्षों के लिए 10,000 रुपये मासिक निवेश करते हैं (कुल INR12,00,000) आप कामाएंगेINR 27,86,573, जिसका अर्थ है कि आप जो शुद्ध लाभ कमाते हैं वह हैINR 15,86,573. बढ़िया है ना!

एचडीएफसी म्यूचुअल फंड में ऑनलाइन निवेश कैसे करें?

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