10 ఉత్తమ HDFC MF SIP ఫండ్‌లు 2022

Updated on March 29, 2026 , 150822 views

క్రమబద్ధమైనపెట్టుబడి ప్రణాళిక లేదాSIP యొక్క పద్ధతిపెట్టుబడి పెడుతున్నారు నిర్ణీత సమయంలో నిర్ణీత మొత్తం. ఇది అత్యంత సౌకర్యవంతమైన మరియు సులభమైన పెట్టుబడి ప్రణాళిక. మీ డబ్బు మీ నుండి ఆటో-డెబిట్ చేయబడిందిబ్యాంక్ ఖాతా మరియు పథకంలో పెట్టుబడి పెట్టబడుతుంది. SIP యొక్క పెట్టుబడి శైలి కారణంగా, పెట్టుబడిదారులకు సమయం అవసరం లేదుసంత.

HDFC మ్యూచువల్ ఫండ్, భారతదేశం యొక్క ప్రముఖమైన వాటిలో ఒకటిAMCలు, పెట్టుబడిదారులు ఎల్లప్పుడూ కంపెనీ అందించే SIP నిధులను ఇష్టపడతారు. మీరు కేవలం INR 500తో SIPలో పెట్టుబడి పెట్టడం ప్రారంభించవచ్చు. దీని యొక్క ఇతర ప్రయోజనాల్లో ఒకటిSIP పెట్టుబడి అంటే మీరు మీ ప్రణాళికను పూర్తి చేసుకోవచ్చుఆర్థిక లక్ష్యాలు.

వివాహం వంటి లక్ష్యాలు,పదవీ విరమణ ప్రణాళిక, ఇల్లు/వాహనం కొనుగోలు మొదలైనవి, SIP మార్గంతో బాగా ప్రణాళికాబద్ధంగా మరియు సమయానికి సాధించవచ్చు.

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HDFC మ్యూచువల్ ఫండ్ SIPలో ఎందుకు పెట్టుబడి పెట్టాలి?

HDFC SIP అత్యంత ప్రజాదరణ పొందిన వాటిలో ఒకటిమ్యూచువల్ ఫండ్ కంపెనీ అందించే పథకాలు. SIP అనేది ఒక వంటిదిరికరింగ్ డిపాజిట్. ప్రతి నెలా నిర్దిష్ట తేదీలో మీరు ఎంచుకున్న నిర్దిష్ట మొత్తం మీకు నచ్చిన మ్యూచువల్ ఫండ్ పథకంలో పెట్టుబడి పెట్టబడుతుంది. SIP పెట్టుబడి కోసం అందుబాటులో ఉన్న తేదీలు కంపెనీ వెబ్‌సైట్‌లో ఇవ్వబడ్డాయి. అనేక ఉన్నాయిపెట్టుబడి ప్రయోజనాలు HDFC MF SIP ద్వారా. వాటిలో కొన్ని:

క్రమశిక్షణతో పెట్టుబడి పెట్టడం అలవాటు
మీ ఆర్థిక లక్ష్యాన్ని సాధించడం
రూపాయి ధర సగటు ప్రయోజనాన్ని పొందడం
ఎక్కువ రాబడిని ఉత్పత్తి చేసే కాల వ్యవధిలో పెట్టుబడి పెరుగుదల
కనిష్ట SIP పెట్టుబడి కేవలం INR 500 నెలవారీ

క్రింది ఉత్తమ HDFC SIP ఫండ్‌లు (ఈక్విటీ ఫండ్స్) 2022 - 2023 సంవత్సరానికి. AUM వంటి నిర్దిష్ట పారామితులను చేపట్టడం ద్వారా ఈ నిధులు షార్ట్‌లిస్ట్ చేయబడ్డాయి,కాదు, పీర్ సగటు రాబడి, గత ప్రదర్శనలు మొదలైనవి.

ఉత్తమ HDFC ఈక్విటీ SIP మ్యూచువల్ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
HDFC Infrastructure Fund Growth	₹41.906 ↓ 0.00	₹2,417	300	-11.8	-11.3	-3.2	22.1	21.6	2.2
HDFC Mid-Cap Opportunities Fund Growth	₹180.278 ↓ 0.00	₹94,257	300	-11.4	-6.1	3.9	21.8	19.7	6.8
HDFC Focused 30 Fund Growth	₹208.55 ↓ -0.01	₹27,136	300	-12.6	-9.8	-2.5	16.6	18.7	10.9
HDFC Tax Saver Fund Growth	₹1,252.9 ↓ -0.05	₹16,618	500	-14.1	-11.1	-4.1	16.3	16.5	10.3
HDFC Growth Opportunities Fund Growth	₹299.391 ↓ -0.01	₹28,580	300	-14.3	-10.9	-3.4	15.9	15.4	6.1
HDFC Capital Builder Value Fund Growth	₹671.336 ↓ -0.03	₹7,413	300	-13	-8.1	0.1	15.6	14	8.6
HDFC Small Cap Fund Growth	₹118.361 ↓ 0.00	₹37,424	300	-14.4	-15.3	-2.4	14.1	17.5	-0.6
HDFC Top 100 Fund Growth	₹1,019.47 ↓ -0.04	₹40,085	300	-13.6	-9.2	-5.4	11.4	12.2	7.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 26

Research Highlights & Commentary of 8 Funds showcased

Commentary	HDFC Infrastructure Fund	HDFC Mid-Cap Opportunities Fund	HDFC Focused 30 Fund	HDFC Tax Saver Fund	HDFC Growth Opportunities Fund	HDFC Capital Builder Value Fund	HDFC Small Cap Fund	HDFC Top 100 Fund
Point 1	Bottom quartile AUM (₹2,417 Cr).	Highest AUM (₹94,257 Cr).	Lower mid AUM (₹27,136 Cr).	Lower mid AUM (₹16,618 Cr).	Upper mid AUM (₹28,580 Cr).	Bottom quartile AUM (₹7,413 Cr).	Upper mid AUM (₹37,424 Cr).	Top quartile AUM (₹40,085 Cr).
Point 2	Established history (18+ yrs).	Established history (18+ yrs).	Established history (21+ yrs).	Established history (30+ yrs).	Oldest track record among peers (32 yrs).	Established history (32+ yrs).	Established history (18+ yrs).	Established history (29+ yrs).
Point 3	Rating: 3★ (top quartile).	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Top rated.	Rating: 3★ (lower mid).
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.
Point 5	5Y return: 21.55% (top quartile).	5Y return: 19.68% (top quartile).	5Y return: 18.66% (upper mid).	5Y return: 16.48% (lower mid).	5Y return: 15.41% (lower mid).	5Y return: 13.97% (bottom quartile).	5Y return: 17.50% (upper mid).	5Y return: 12.16% (bottom quartile).
Point 6	3Y return: 22.13% (top quartile).	3Y return: 21.81% (top quartile).	3Y return: 16.64% (upper mid).	3Y return: 16.25% (upper mid).	3Y return: 15.95% (lower mid).	3Y return: 15.60% (lower mid).	3Y return: 14.12% (bottom quartile).	3Y return: 11.43% (bottom quartile).
Point 7	1Y return: -3.15% (lower mid).	1Y return: 3.90% (top quartile).	1Y return: -2.52% (upper mid).	1Y return: -4.10% (bottom quartile).	1Y return: -3.42% (lower mid).	1Y return: 0.10% (top quartile).	1Y return: -2.43% (upper mid).	1Y return: -5.42% (bottom quartile).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 3.83 (top quartile).	Alpha: 3.77 (top quartile).	Alpha: 1.08 (upper mid).	Alpha: -1.37 (bottom quartile).	Alpha: 3.01 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: -0.67 (bottom quartile).
Point 9	Sharpe: 1.06 (lower mid).	Sharpe: 1.65 (top quartile).	Sharpe: 1.45 (top quartile).	Sharpe: 1.09 (upper mid).	Sharpe: 1.05 (lower mid).	Sharpe: 1.27 (upper mid).	Sharpe: 0.86 (bottom quartile).	Sharpe: 0.90 (bottom quartile).
Point 10	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.45 (upper mid).	Information ratio: 0.94 (upper mid).	Information ratio: 1.04 (top quartile).	Information ratio: 0.19 (lower mid).	Information ratio: 1.02 (top quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.18 (lower mid).

HDFC Infrastructure Fund

Bottom quartile AUM (₹2,417 Cr).
Established history (18+ yrs).
Rating: 3★ (top quartile).
Risk profile: High.
5Y return: 21.55% (top quartile).
3Y return: 22.13% (top quartile).
1Y return: -3.15% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 1.06 (lower mid).
Information ratio: 0.00 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹94,257 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 19.68% (top quartile).
3Y return: 21.81% (top quartile).
1Y return: 3.90% (top quartile).
Alpha: 3.83 (top quartile).
Sharpe: 1.65 (top quartile).
Information ratio: 0.45 (upper mid).

HDFC Focused 30 Fund

Lower mid AUM (₹27,136 Cr).
Established history (21+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.66% (upper mid).
3Y return: 16.64% (upper mid).
1Y return: -2.52% (upper mid).
Alpha: 3.77 (top quartile).
Sharpe: 1.45 (top quartile).
Information ratio: 0.94 (upper mid).

HDFC Tax Saver Fund

Lower mid AUM (₹16,618 Cr).
Established history (30+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.48% (lower mid).
3Y return: 16.25% (upper mid).
1Y return: -4.10% (bottom quartile).
Alpha: 1.08 (upper mid).
Sharpe: 1.09 (upper mid).
Information ratio: 1.04 (top quartile).

HDFC Growth Opportunities Fund

Upper mid AUM (₹28,580 Cr).
Oldest track record among peers (32 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.41% (lower mid).
3Y return: 15.95% (lower mid).
1Y return: -3.42% (lower mid).
Alpha: -1.37 (bottom quartile).
Sharpe: 1.05 (lower mid).
Information ratio: 0.19 (lower mid).

HDFC Capital Builder Value Fund

Bottom quartile AUM (₹7,413 Cr).
Established history (32+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.97% (bottom quartile).
3Y return: 15.60% (lower mid).
1Y return: 0.10% (top quartile).
Alpha: 3.01 (upper mid).
Sharpe: 1.27 (upper mid).
Information ratio: 1.02 (top quartile).

HDFC Small Cap Fund

Upper mid AUM (₹37,424 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.50% (upper mid).
3Y return: 14.12% (bottom quartile).
1Y return: -2.43% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.86 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

HDFC Top 100 Fund

Top quartile AUM (₹40,085 Cr).
Established history (29+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.16% (bottom quartile).
3Y return: 11.43% (bottom quartile).
1Y return: -5.42% (bottom quartile).
Alpha: -0.67 (bottom quartile).
Sharpe: 0.90 (bottom quartile).
Information ratio: 0.18 (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 (₹2,417 Cr).
Established history (18+ yrs).
Rating: 3★ (top quartile).
Risk profile: High.
5Y return: 21.55% (top quartile).
3Y return: 22.13% (top quartile).
1Y return: -3.15% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 1.06 (lower mid).
Information ratio: 0.00 (bottom quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Larsen & Toubro Ltd (~7.1%).

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund Growth
Launch Date	10 Mar 08
NAV (31 Mar 26)	₹41.906 ↓ 0.00 (0.00 %)
Net Assets (Cr)	₹2,417 on 28 Feb 26
Category	Equity - Sectoral
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	2.06
Sharpe Ratio	1.06
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
31 Mar 21	₹10,000
31 Mar 22	₹12,519
31 Mar 23	₹14,565
31 Mar 24	₹26,127
31 Mar 25	₹27,396
31 Mar 26	₹26,533

HDFC Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 31 Mar 26

Duration	Returns
1 Month	-11.8%
3 Month	-11.8%
6 Month	-11.3%
1 Year	-3.2%
3 Year	22.1%
5 Year	21.6%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2024	2.2%
2023	23%
2022	55.4%
2021	19.3%
2020	43.2%
2019	-7.5%
2018	-3.4%
2017	-29%
2016	43.3%
2015	-1.9%

Fund Manager information for HDFC Infrastructure Fund

Name	Since	Tenure
Dhruv Muchhal	22 Jun 23	2.69 Yr.
Ashish Shah	1 Nov 25	0.33 Yr.

Data below for HDFC Infrastructure Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Industrials	40.41%
Financial Services	21.13%
Basic Materials	9.71%
Utility	8.12%
Energy	7.29%
Communication Services	4.13%
Real Estate	3.07%
Health Care	2.03%
Technology	1.29%
Consumer Cyclical	0.75%

Asset Allocation

Asset Class	Value
Cash	2.06%
Equity	97.94%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 12 \| LT	7%	₹173 Cr	403,500
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	6%	₹152 Cr	1,100,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 23 \| HDFCBANK	5%	₹124 Cr	1,400,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 31 Jan 23 \| KPIL	4%	₹97 Cr	778,285 ↑ 20,000
State Bank of India (Financial Services) Equity, Since 31 Mar 08 \| SBIN	4%	₹85 Cr	704,361
NTPC Ltd (Utilities) Equity, Since 31 Dec 17 \| NTPC	3%	₹84 Cr	2,200,000
J Kumar Infraprojects Ltd (Industrials) Equity, Since 31 Oct 15 \| JKIL	3%	₹74 Cr	1,400,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Dec 21 \| INDIGO	3%	₹72 Cr	150,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 24 \| RELIANCE	3%	₹70 Cr	500,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 24 \| AXISBANK	3%	₹69 Cr	500,000

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 (₹94,257 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 19.68% (top quartile).
3Y return: 21.81% (top quartile).
1Y return: 3.90% (top quartile).
Alpha: 3.83 (top quartile).
Sharpe: 1.65 (top quartile).
Information ratio: 0.45 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Max Financial Services Ltd (~5.0%).

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

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (31 Mar 26)	₹180.278 ↓ 0.00 (0.00 %)
Net Assets (Cr)	₹94,257 on 28 Feb 26
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	1.65
Information Ratio	0.45
Alpha Ratio	3.83
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
31 Mar 21	₹10,000
31 Mar 22	₹12,367
31 Mar 23	₹13,588
31 Mar 24	₹21,362
31 Mar 25	₹23,636
31 Mar 26	₹24,558

HDFC Mid-Cap Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 31 Mar 26

Duration	Returns
1 Month	-11%
3 Month	-11.4%
6 Month	-6.1%
1 Year	3.9%
3 Year	21.8%
5 Year	19.7%
10 Year
15 Year
Since launch	16.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.8%
2023	28.6%
2022	44.5%
2021	12.3%
2020	39.9%
2019	21.7%
2018	0.2%
2017	-11.2%
2016	41.7%
2015	11.3%

Fund Manager information for HDFC Mid-Cap Opportunities Fund

Name	Since	Tenure
Chirag Setalvad	25 Jun 07	18.69 Yr.
Dhruv Muchhal	22 Jun 23	2.69 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	28.67%
Consumer Cyclical	16.45%
Health Care	13.6%
Industrials	9.76%
Technology	7.74%
Consumer Defensive	6.96%
Basic Materials	5.12%
Energy	2.58%
Communication Services	2.42%
Utility	0.93%

Asset Allocation

Asset Class	Value
Cash	5.77%
Equity	94.23%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| MFSL	5%	₹4,677 Cr	25,792,853
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	4%	₹3,833 Cr	127,825,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| AUBANK	4%	₹3,766 Cr	39,301,056
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| INDIANB	4%	₹3,650 Cr	36,854,482
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	3%	₹3,185 Cr	13,361,745 ↑ 137,445
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| FORTIS	3%	₹2,912 Cr	30,887,194 ↑ 2,499,854
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| IPCALAB	3%	₹2,751 Cr	17,994,512
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| GLENMARK	3%	₹2,738 Cr	12,815,305 ↑ 139,865
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| VMM	3%	₹2,513 Cr	213,395,832 ↑ 39,978,023
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 21 \| HINDPETRO	3%	₹2,436 Cr	55,530,830

3. 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 (₹27,136 Cr).
Established history (21+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.66% (upper mid).
3Y return: 16.64% (upper mid).
1Y return: -2.52% (upper mid).
Alpha: 3.77 (top quartile).
Sharpe: 1.45 (top quartile).
Information ratio: 0.94 (upper mid).
Higher exposure to Financial Services vs peer median.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~92%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~9.5%).

Below is the key information for HDFC Focused 30 Fund

HDFC Focused 30 Fund Growth
Launch Date	17 Sep 04
NAV (31 Mar 26)	₹208.55 ↓ -0.01 (0.00 %)
Net Assets (Cr)	₹27,136 on 28 Feb 26
Category	Equity - Focused
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.68
Sharpe Ratio	1.45
Information Ratio	0.94
Alpha Ratio	3.77
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
31 Mar 21	₹10,000
31 Mar 22	₹13,036
31 Mar 23	₹14,824
31 Mar 24	₹20,880
31 Mar 25	₹24,131
31 Mar 26	₹23,523

HDFC Focused 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 31 Mar 26

Duration	Returns
1 Month	-12.4%
3 Month	-12.6%
6 Month	-9.8%
1 Year	-2.5%
3 Year	16.6%
5 Year	18.7%
10 Year
15 Year
Since launch	15.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.9%
2023	24%
2022	29.6%
2021	18.3%
2020	40.1%
2019	4.2%
2018	3.8%
2017	-14.6%
2016	38.7%
2015	2.1%

Fund Manager information for HDFC Focused 30 Fund

Name	Since	Tenure
Amit Ganatra	1 Feb 26	0.07 Yr.
Dhruv Muchhal	22 Jun 23	2.69 Yr.

Data below for HDFC Focused 30 Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	43.96%
Consumer Cyclical	19.7%
Health Care	6.72%
Industrials	6.47%
Technology	3.97%
Communication Services	3.54%
Utility	2.97%
Basic Materials	2.5%
Real Estate	1.79%

Asset Allocation

Asset Class	Value
Cash	8.19%
Equity	91.62%
Debt	0.19%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jul 12 \| ICICIBANK	10%	₹2,579 Cr	18,700,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 17 \| HDFCBANK	9%	₹2,488 Cr	28,026,520
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| AXISBANK	8%	₹2,076 Cr	15,000,000
State Bank of India (Financial Services) Equity, Since 30 Apr 12 \| SBIN	6%	₹1,646 Cr	13,700,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Sep 23 \| KOTAKBANK	6%	₹1,568 Cr	37,772,860
HCL Technologies Ltd (Technology) Equity, Since 30 Apr 22 \| HCLTECH	4%	₹1,077 Cr	7,751,941 ↑ 301,941
Cipla Ltd (Healthcare) Equity, Since 31 Jan 22 \| CIPLA	4%	₹1,029 Cr	7,635,011
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| MARUTI	4%	₹1,016 Cr	683,589
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 20 \| BHARTIARTL	4%	₹961 Cr	5,114,949 ↑ 300,000
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 31 Jan 22 \| SBILIFE	4%	₹957 Cr	4,700,000

4. HDFC Tax Saver Fund

The fund plans to provide long term growth of capital.

Research Highlights for HDFC Tax Saver Fund

Lower mid AUM (₹16,618 Cr).
Established history (30+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.48% (lower mid).
3Y return: 16.25% (upper mid).
1Y return: -4.10% (bottom quartile).
Alpha: 1.08 (upper mid).
Sharpe: 1.09 (upper mid).
Information ratio: 1.04 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~9.1%).

Below is the key information for HDFC Tax Saver Fund

HDFC Tax Saver Fund Growth
Launch Date	31 Mar 96
NAV (31 Mar 26)	₹1,252.9 ↓ -0.05 (0.00 %)
Net Assets (Cr)	₹16,618 on 28 Feb 26
Category	Equity - ELSS
AMC	HDFC Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.7
Sharpe Ratio	1.09
Information Ratio	1.04
Alpha Ratio	1.08
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹12,605
31 Mar 23	₹13,650
31 Mar 24	₹19,877
31 Mar 25	₹22,362
31 Mar 26	₹21,445

HDFC Tax Saver Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 31 Mar 26

Duration	Returns
1 Month	-12.1%
3 Month	-14.1%
6 Month	-11.1%
1 Year	-4.1%
3 Year	16.3%
5 Year	16.5%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.3%
2023	21.3%
2022	33.2%
2021	10.5%
2020	35.3%
2019	5.8%
2018	3.7%
2017	-10.9%
2016	38.7%
2015	7.6%

Fund Manager information for HDFC Tax Saver Fund

Name	Since	Tenure
Amar Kalkundrikar	8 Dec 25	0.22 Yr.
Dhruv Muchhal	22 Jun 23	2.69 Yr.

Data below for HDFC Tax Saver Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	44.47%
Consumer Cyclical	16.78%
Technology	6.46%
Health Care	6.21%
Industrials	5.57%
Basic Materials	4.75%
Communication Services	4.22%
Energy	3.97%
Consumer Defensive	3.89%
Utility	1.98%

Asset Allocation

Asset Class	Value
Cash	1.41%
Equity	98.29%
Debt	0.31%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	9%	₹1,517 Cr	11,000,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 15 \| HDFCBANK	9%	₹1,474 Cr	16,600,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| AXISBANK	7%	₹1,227 Cr	8,863,395 ↓ -1,680,000
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 31 Jan 22 \| SBILIFE	6%	₹917 Cr	4,500,000
State Bank of India (Financial Services) Equity, Since 31 Dec 06 \| SBIN	5%	₹841 Cr	7,000,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| MARUTI	5%	₹817 Cr	550,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| KOTAKBANK	4%	₹727 Cr	17,500,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 19 \| BHARTIARTL	4%	₹639 Cr	3,400,000
Bajaj Auto Ltd (Consumer Cyclical) Equity, Since 31 Jan 22 \| BAJAJ-AUTO	3%	₹474 Cr	475,000
HCL Technologies Ltd (Technology) Equity, Since 30 Sep 20 \| HCLTECH	3%	₹465 Cr	3,350,000

5. 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 (₹28,580 Cr).
Oldest track record among peers (32 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.41% (lower mid).
3Y return: 15.95% (lower mid).
1Y return: -3.42% (lower mid).
Alpha: -1.37 (bottom quartile).
Sharpe: 1.05 (lower mid).
Information ratio: 0.19 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding HDFC Bank Ltd (~4.6%).

Below is the key information for HDFC Growth Opportunities Fund

HDFC Growth Opportunities Fund Growth
Launch Date	18 Feb 94
NAV (31 Mar 26)	₹299.391 ↓ -0.01 (0.00 %)
Net Assets (Cr)	₹28,580 on 28 Feb 26
Category	Equity - Large & Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.66
Sharpe Ratio	1.05
Information Ratio	0.19
Alpha Ratio	-1.37
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
31 Mar 21	₹10,000
31 Mar 22	₹12,672
31 Mar 23	₹13,136
31 Mar 24	₹19,677
31 Mar 25	₹21,202
31 Mar 26	₹20,477

HDFC Growth Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 31 Mar 26

Duration	Returns
1 Month	-12.1%
3 Month	-14.3%
6 Month	-10.9%
1 Year	-3.4%
3 Year	15.9%
5 Year	15.4%
10 Year
15 Year
Since launch	12.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.1%
2023	19.4%
2022	37.7%
2021	8.2%
2020	43.1%
2019	11.4%
2018	6.6%
2017	-3.8%
2016	29.4%
2015	3.9%

Fund Manager information for HDFC Growth Opportunities Fund

Name	Since	Tenure
Gopal Agrawal	16 Jul 20	5.62 Yr.
Dhruv Muchhal	22 Jun 23	2.69 Yr.

Data below for HDFC Growth Opportunities Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	31.74%
Consumer Cyclical	14.15%
Health Care	12.56%
Industrials	9.82%
Technology	8.81%
Basic Materials	7.28%
Utility	3.54%
Energy	3.2%
Consumer Defensive	3.04%
Communication Services	2.97%
Real Estate	2.08%

Asset Allocation

Asset Class	Value
Cash	0.82%
Equity	99.18%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 03 \| HDFCBANK	5%	₹1,302 Cr	14,664,794
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 12 \| ICICIBANK	3%	₹952 Cr	6,900,836
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 22 \| AXISBANK	2%	₹588 Cr	4,250,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Jan 22 \| BHARTIARTL	2%	₹537 Cr	2,857,420
State Bank of India (Financial Services) Equity, Since 30 Jun 14 \| SBIN	2%	₹506 Cr	4,210,091
Max Financial Services Ltd (Financial Services) Equity, Since 30 Jun 18 \| MFSL	2%	₹472 Cr	2,602,017
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 24 \| FORTIS	2%	₹446 Cr	4,733,349
Infosys Ltd (Technology) Equity, Since 30 Jun 04 \| INFY	1%	₹420 Cr	3,231,484
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Apr 21 \| M&MFIN	1%	₹368 Cr	9,829,103
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 21 \| MARUTI	1%	₹362 Cr	243,447

6. 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 (₹7,413 Cr).
Established history (32+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.97% (bottom quartile).
3Y return: 15.60% (lower mid).
1Y return: 0.10% (top quartile).
Alpha: 3.01 (upper mid).
Sharpe: 1.27 (upper mid).
Information ratio: 1.02 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding ICICI Bank Ltd (~7.0%).

Below is the key information for HDFC Capital Builder Value Fund

HDFC Capital Builder Value Fund Growth
Launch Date	1 Feb 94
NAV (31 Mar 26)	₹671.336 ↓ -0.03 (0.00 %)
Net Assets (Cr)	₹7,413 on 28 Feb 26
Category	Equity - Value
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.84
Sharpe Ratio	1.28
Information Ratio	1.02
Alpha Ratio	3.01
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
31 Mar 21	₹10,000
31 Mar 22	₹12,368
31 Mar 23	₹12,447
31 Mar 24	₹17,609
31 Mar 25	₹19,211
31 Mar 26	₹19,230

HDFC Capital Builder Value Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 31 Mar 26

Duration	Returns
1 Month	-11.3%
3 Month	-13%
6 Month	-8.1%
1 Year	0.1%
3 Year	15.6%
5 Year	14%
10 Year
15 Year
Since launch	14.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.6%
2023	20.7%
2022	29.6%
2021	3.6%
2020	35.6%
2019	12.9%
2018	0%
2017	-5.5%
2016	42.3%
2015	3.8%

Fund Manager information for HDFC Capital Builder Value Fund

Name	Since	Tenure
Anand Laddha	1 Feb 24	2.08 Yr.
Dhruv Muchhal	22 Jun 23	2.69 Yr.

Data below for HDFC Capital Builder Value Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	37.01%
Consumer Cyclical	10.66%
Industrials	9.54%
Technology	8.47%
Health Care	7.55%
Consumer Defensive	6%
Utility	4.86%
Communication Services	4.09%
Basic Materials	3.97%
Energy	3.8%
Real Estate	3.66%

Asset Allocation

Asset Class	Value
Cash	0.4%
Equity	99.6%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	7%	₹517 Cr	3,750,000 ↓ -200,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 11 \| HDFCBANK	6%	₹459 Cr	5,170,000 ↓ -130,000
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 09 \| AXISBANK	5%	₹339 Cr	2,450,000 ↓ -50,000
State Bank of India (Financial Services) Equity, Since 31 Aug 20 \| SBIN	4%	₹330 Cr	2,750,000 ↓ -50,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 May 20 \| BHARTIARTL	3%	₹244 Cr	1,300,000
Infosys Ltd (Technology) Equity, Since 31 Jul 09 \| INFY	3%	₹227 Cr	1,749,077
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 20 \| LT	3%	₹225 Cr	525,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Dec 20 \| SUNPHARMA	3%	₹191 Cr	1,100,000
NTPC Ltd (Utilities) Equity, Since 31 Aug 17 \| NTPC	3%	₹191 Cr	5,000,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Aug 24 \| AUBANK	3%	₹189 Cr	1,970,000 ↓ -130,000

7. 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 (₹37,424 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.50% (upper mid).
3Y return: 14.12% (bottom quartile).
1Y return: -2.43% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.86 (bottom quartile).
Information ratio: 0.00 (bottom quartile).
Higher exposure to Industrials vs peer median.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~92%).
Largest holding Aster DM Healthcare Ltd Ordinary Shares (~4.2%).

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund Growth
Launch Date	3 Apr 08
NAV (31 Mar 26)	₹118.361 ↓ 0.00 (0.00 %)
Net Assets (Cr)	₹37,424 on 28 Feb 26
Category	Equity - Small Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	0.86
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
31 Mar 21	₹10,000
31 Mar 22	₹13,435
31 Mar 23	₹15,069
31 Mar 24	₹22,261
31 Mar 25	₹22,951
31 Mar 26	₹22,395

HDFC Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 31 Mar 26

Duration	Returns
1 Month	-11.6%
3 Month	-14.4%
6 Month	-15.3%
1 Year	-2.4%
3 Year	14.1%
5 Year	17.5%
10 Year
15 Year
Since launch	14.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-0.6%
2023	20.4%
2022	44.8%
2021	4.6%
2020	64.9%
2019	20.2%
2018	-9.5%
2017	-8.1%
2016	60.8%
2015	5.4%

Fund Manager information for HDFC Small Cap Fund

Name	Since	Tenure
Chirag Setalvad	28 Jun 14	11.68 Yr.
Dhruv Muchhal	22 Jun 23	2.69 Yr.

Data below for HDFC Small Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Industrials	22.97%
Consumer Cyclical	20.17%
Financial Services	13.84%
Health Care	11.71%
Technology	9.89%
Basic Materials	7.46%
Consumer Defensive	4.29%
Communication Services	1.6%

Asset Allocation

Asset Class	Value
Cash	8.07%
Equity	91.93%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Jun 19 \| ASTERDM	4%	₹1,575 Cr	24,067,031 ↑ 139,897
Bank of Baroda (Financial Services) Equity, Since 31 Mar 19 \| BANKBARODA	4%	₹1,508 Cr	46,828,792
Firstsource Solutions Ltd (Technology) Equity, Since 31 Mar 18 \| FSL	3%	₹1,197 Cr	56,160,355 ↑ 895,993
eClerx Services Ltd (Technology) Equity, Since 31 Mar 18 \| ECLERX	3%	₹967 Cr	3,046,989 ↑ 45,000
Indian Bank (Financial Services) Equity, Since 31 Jul 16 \| INDIANB	3%	₹960 Cr	9,688,128
Gabriel India Ltd (Consumer Cyclical) Equity, Since 31 Oct 18 \| GABRIEL	2%	₹928 Cr	9,293,189 ↑ 50,000
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 31 Jul 23 \| ERIS	2%	₹897 Cr	6,601,945 ↑ 45,294
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Jul 23 \| FORTIS	2%	₹890 Cr	9,440,132
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Jul 23 \| 543308	2%	₹830 Cr	11,133,566 ↑ 6,400
Great Eastern Shipping Co Ltd (Industrials) Equity, Since 31 Jan 15 \| GESHIP	2%	₹700 Cr	5,229,582

8. 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

Top quartile AUM (₹40,085 Cr).
Established history (29+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.16% (bottom quartile).
3Y return: 11.43% (bottom quartile).
1Y return: -5.42% (bottom quartile).
Alpha: -0.67 (bottom quartile).
Sharpe: 0.90 (bottom quartile).
Information ratio: 0.18 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding ICICI Bank Ltd (~9.5%).

Below is the key information for HDFC Top 100 Fund

HDFC Top 100 Fund Growth
Launch Date	11 Oct 96
NAV (31 Mar 26)	₹1,019.47 ↓ -0.04 (0.00 %)
Net Assets (Cr)	₹40,085 on 28 Feb 26
Category	Equity - Large Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.61
Sharpe Ratio	0.9
Information Ratio	0.18
Alpha Ratio	-0.67
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
31 Mar 21	₹10,000
31 Mar 22	₹12,085
31 Mar 23	₹12,832
31 Mar 24	₹17,880
31 Mar 25	₹18,771
31 Mar 26	₹17,753

HDFC Top 100 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 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 31 Mar 26

Duration	Returns
1 Month	-12%
3 Month	-13.6%
6 Month	-9.2%
1 Year	-5.4%
3 Year	11.4%
5 Year	12.2%
10 Year
15 Year
Since launch	17.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.9%
2023	11.6%
2022	30%
2021	10.6%
2020	28.5%
2019	5.9%
2018	7.7%
2017	0.1%
2016	32%
2015	8.5%

Fund Manager information for HDFC Top 100 Fund

Name	Since	Tenure
Rahul Baijal	29 Jul 22	3.59 Yr.
Dhruv Muchhal	22 Jun 23	2.69 Yr.

Data below for HDFC Top 100 Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	37.44%
Consumer Cyclical	19.11%
Health Care	9.51%
Industrials	7.82%
Communication Services	5.59%
Energy	4.96%
Basic Materials	4.02%
Consumer Defensive	3.97%
Technology	3.67%
Utility	2.13%
Real Estate	0.32%

Asset Allocation

Asset Class	Value
Cash	0.99%
Equity	98.53%
Debt	0.48%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 05 \| ICICIBANK	9%	₹3,808 Cr	27,615,474 ↑ 400,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| HDFCBANK	9%	₹3,440 Cr	38,752,638 ↑ 500,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 20 \| BHARTIARTL	6%	₹2,240 Cr	11,921,785
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Aug 23 \| KOTAKBANK	5%	₹2,139 Cr	51,513,703 ↑ 500,000
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 06 \| RELIANCE	5%	₹1,986 Cr	14,250,234 ↓ -1,500,000
Titan Co Ltd (Consumer Cyclical) Equity, Since 28 Feb 23 \| TITAN	4%	₹1,784 Cr	4,121,802
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 07 \| AXISBANK	4%	₹1,482 Cr	10,711,912
Infosys Ltd (Technology) Equity, Since 31 Aug 04 \| INFY	4%	₹1,471 Cr	11,316,149 ↑ 2,700,000
Torrent Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 25 \| TORNTPHARM	3%	₹1,378 Cr	3,180,904
Bajaj Auto Ltd (Consumer Cyclical) Equity, Since 31 Dec 20 \| BAJAJ-AUTO	3%	₹1,243 Cr	1,246,298 ↑ 50,371

SIP పెట్టుబడి ఎలా పెరుగుతుంది?

మీరు నిర్దిష్ట కాలవ్యవధికి నెలవారీ కొంత మొత్తాన్ని ఇన్వెస్ట్ చేస్తే మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో తెలుసుకోవాలనుకుంటున్నారా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.

SIP కాలిక్యులేటర్ లేదా SIP రిటర్న్ కాలిక్యులేటర్

SIP కాలిక్యులేటర్లు సాధారణంగా SIP పెట్టుబడి మొత్తం (లక్ష్యం) పెట్టుబడి పెట్టాలని కోరుకునే ఇన్‌పుట్‌లను తీసుకుంటాయి, ఎన్ని సంవత్సరాల పెట్టుబడి అవసరం, ఊహించినవిద్రవ్యోల్బణం రేట్లు (దీనిని పరిగణనలోకి తీసుకోవాలి!) మరియు ఆశించిన రాబడి. అందువల్ల, ఒక లక్ష్యాన్ని సాధించడానికి అవసరమైన SIP రాబడిని లెక్కించవచ్చు!

మీరు INR 10 పెట్టుబడి పెడితే, అనుకుందాం.000 10 సంవత్సరాల పాటు, మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో చూడండి-

నెలవారీ పెట్టుబడి: INR 10,000

పెట్టుబడి కాలం: 10 సంవత్సరాల

పెట్టుబడి పెట్టబడిన మొత్తం: INR 12,00,000

దీర్ఘకాలిక వృద్ధి రేటు (సుమారుగా): 15%

అంచనా ప్రకారం రాబడులుసిప్ కాలిక్యులేటర్: INR 27,86,573

నికర లాభం: INR 15,86,573 (సంపూర్ణ రాబడి= 132.2%)

మీరు 10 సంవత్సరాల పాటు నెలవారీ INR 10,000 పెట్టుబడి పెడితే (మొత్తం INR) అని పై లెక్కలు చూపిస్తున్నాయి12,00,000) మీరు సంపాదిస్తారుINR 27,86,573, అంటే మీరు చేసే నికర లాభంINR 15,86,573. ఇది గొప్పది కాదా!

హెచ్‌డిఎఫ్‌సి మ్యూచువల్ ఫండ్ ఆన్‌లైన్‌లో ఎలా పెట్టుబడి పెట్టాలి?

Fincash.comలో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.

మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి

పత్రాలను అప్‌లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!

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