+91-22-4891390910 ఉత్తమ HDFC MF SIP ఫండ్‌లు 2022
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.
Talk to our investment specialist
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 Mid-Cap Opportunities Fund Growth ₹204.991
↑ 1.91 ₹89,383 300 6.7 9.1 9.9 26 27.6 28.6 HDFC Infrastructure Fund Growth ₹48.273
↑ 0.49 ₹2,586 300 2.8 1.9 3.7 26 31.4 23 HDFC Small Cap Fund Growth ₹141.422
↑ 1.24 ₹38,412 300 0.6 5.4 2.9 21.2 27.6 20.4 HDFC Equity Fund Growth ₹2,084.37
↑ 17.08 ₹91,041 300 4.9 6.3 10.6 21.2 26 23.5 HDFC Focused 30 Fund Growth ₹240.382
↑ 1.73 ₹25,140 300 4.3 5.8 10.1 20.9 26.6 24 HDFC Tax Saver Fund Growth ₹1,468.23
↑ 14.14 ₹17,194 500 4.1 5 9.2 20.7 23.8 21.3 HDFC Growth Opportunities Fund Growth ₹351.699
↑ 3.72 ₹28,487 300 4.8 6 6.9 20 24 19.4 HDFC Capital Builder Value Fund Growth ₹777.296
↑ 9.19 ₹7,609 300 6.2 7.2 8.6 18.9 21 20.7 HDFC Top 100 Fund Growth ₹1,180.8
↑ 13.12 ₹39,779 300 4.7 4.5 5.7 15.5 19.1 11.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 9 Funds showcased
Commentary HDFC Mid-Cap Opportunities Fund HDFC Infrastructure Fund HDFC Small Cap Fund HDFC Equity Fund HDFC Focused 30 Fund HDFC Tax Saver Fund HDFC Growth Opportunities Fund HDFC Capital Builder Value Fund HDFC Top 100 Fund Point 1 Top quartile AUM (₹89,383 Cr). Bottom quartile AUM (₹2,586 Cr). Upper mid AUM (₹38,412 Cr). Highest AUM (₹91,041 Cr). Lower mid AUM (₹25,140 Cr). Bottom quartile AUM (₹17,194 Cr). Lower mid AUM (₹28,487 Cr). Bottom quartile AUM (₹7,609 Cr). Upper mid AUM (₹39,779 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Established history (17+ yrs). Established history (30+ yrs). Established history (21+ yrs). Established history (29+ yrs). Oldest track record among peers (31 yrs). Established history (31+ yrs). Established history (29+ yrs). Point 3 Rating: 3★ (top quartile). Rating: 3★ (upper mid). Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. 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: 27.59% (top quartile). 5Y return: 31.39% (top quartile). 5Y return: 27.55% (upper mid). 5Y return: 26.03% (lower mid). 5Y return: 26.57% (upper mid). 5Y return: 23.81% (bottom quartile). 5Y return: 23.98% (lower mid). 5Y return: 21.04% (bottom quartile). 5Y return: 19.14% (bottom quartile). Point 6 3Y return: 26.01% (top quartile). 3Y return: 26.00% (top quartile). 3Y return: 21.24% (upper mid). 3Y return: 21.19% (upper mid). 3Y return: 20.92% (lower mid). 3Y return: 20.66% (lower mid). 3Y return: 20.02% (bottom quartile). 3Y return: 18.86% (bottom quartile). 3Y return: 15.49% (bottom quartile). Point 7 1Y return: 9.93% (upper mid). 1Y return: 3.71% (bottom quartile). 1Y return: 2.92% (bottom quartile). 1Y return: 10.65% (top quartile). 1Y return: 10.13% (top quartile). 1Y return: 9.20% (upper mid). 1Y return: 6.90% (lower mid). 1Y return: 8.56% (lower mid). 1Y return: 5.74% (bottom quartile). Point 8 Alpha: 1.17 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 3.93 (top quartile). Alpha: 3.49 (top quartile). Alpha: 2.58 (upper mid). Alpha: -0.59 (bottom quartile). Alpha: 0.21 (lower mid). Alpha: -2.94 (bottom quartile). Point 9 Sharpe: 0.15 (upper mid). Sharpe: -0.15 (bottom quartile). Sharpe: -0.07 (bottom quartile). Sharpe: 0.39 (top quartile). Sharpe: 0.38 (top quartile). Sharpe: 0.25 (upper mid). Sharpe: 0.04 (lower mid). Sharpe: 0.03 (lower mid). Sharpe: -0.20 (bottom quartile). Point 10 Information ratio: 0.61 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 1.44 (top quartile). Information ratio: 1.14 (upper mid). Information ratio: 1.38 (top quartile). Information ratio: 0.88 (lower mid). Information ratio: 1.08 (upper mid). Information ratio: 0.60 (bottom quartile). HDFC Mid-Cap Opportunities Fund
HDFC Infrastructure Fund
HDFC Small Cap Fund
HDFC Equity Fund
HDFC Focused 30 Fund
HDFC Tax Saver Fund
HDFC Growth Opportunities Fund
HDFC Capital Builder Value Fund
HDFC Top 100 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. Below is the key information for HDFC Mid-Cap Opportunities Fund Returns up to 1 year are on 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 Below is the key information for HDFC Infrastructure Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. Research Highlights for HDFC Small Cap Fund Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on Aims at providing capital appreciation through investments predominantly in equity oriented securities Research Highlights for HDFC Equity Fund Below is the key information for HDFC Equity Fund Returns up to 1 year are on (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 Below is the key information for HDFC Focused 30 Fund Returns up to 1 year are on The fund plans to provide long term growth of capital. Research Highlights for HDFC Tax Saver Fund Below is the key information for HDFC Tax Saver Fund Returns up to 1 year are on (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 Below is the key information for HDFC Growth Opportunities Fund Returns up to 1 year are on (Erstwhile HDFC Capital Builder Fund) The fund plans to achieve long term capital appreciation. Research Highlights for HDFC Capital Builder Value Fund Below is the key information for HDFC Capital Builder Value Fund Returns up to 1 year are on (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 Below is the key information for HDFC Top 100 Fund Returns up to 1 year are on 1. HDFC Mid-Cap Opportunities Fund
HDFC Mid-Cap Opportunities Fund
Growth Launch Date 25 Jun 07 NAV (26 Nov 25) ₹204.991 ↑ 1.91 (0.94 %) Net Assets (Cr) ₹89,383 on 31 Oct 25 Category Equity - Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio 0.15 Information Ratio 0.61 Alpha Ratio 1.17 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 Returns for HDFC Mid-Cap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 3% 3 Month 6.7% 6 Month 9.1% 1 Year 9.9% 3 Year 26% 5 Year 27.6% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.6% 2023 44.5% 2022 12.3% 2021 39.9% 2020 21.7% 2019 0.2% 2018 -11.2% 2017 41.7% 2016 11.3% 2015 5.8% Fund Manager information for HDFC Mid-Cap Opportunities Fund
Name Since Tenure Data below for HDFC Mid-Cap Opportunities Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. HDFC Infrastructure Fund
HDFC Infrastructure Fund
Growth Launch Date 10 Mar 08 NAV (26 Nov 25) ₹48.273 ↑ 0.49 (1.03 %) Net Assets (Cr) ₹2,586 on 31 Oct 25 Category Equity - Sectoral AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.06 Sharpe Ratio -0.15 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 Returns for HDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0% 3 Month 2.8% 6 Month 1.9% 1 Year 3.7% 3 Year 26% 5 Year 31.4% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 23% 2023 55.4% 2022 19.3% 2021 43.2% 2020 -7.5% 2019 -3.4% 2018 -29% 2017 43.3% 2016 -1.9% 2015 -2.5% Fund Manager information for HDFC Infrastructure Fund
Name Since Tenure Data below for HDFC Infrastructure Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. HDFC Small Cap Fund
HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (26 Nov 25) ₹141.422 ↑ 1.24 (0.89 %) Net Assets (Cr) ₹38,412 on 31 Oct 25 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 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.
Date Value Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month -0.7% 3 Month 0.6% 6 Month 5.4% 1 Year 2.9% 3 Year 21.2% 5 Year 27.6% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.4% 2023 44.8% 2022 4.6% 2021 64.9% 2020 20.2% 2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Data below for HDFC Small Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. HDFC Equity Fund
HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (26 Nov 25) ₹2,084.37 ↑ 17.08 (0.83 %) Net Assets (Cr) ₹91,041 on 31 Oct 25 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio 0.39 Information Ratio 1.44 Alpha Ratio 3.93 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 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.9% 3 Month 4.9% 6 Month 6.3% 1 Year 10.6% 3 Year 21.2% 5 Year 26% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.5% 2023 30.6% 2022 18.3% 2021 36.2% 2020 6.4% 2019 6.8% 2018 -3.5% 2017 36.9% 2016 7.3% 2015 -5.1% Fund Manager information for HDFC Equity Fund
Name Since Tenure Data below for HDFC Equity Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. HDFC Focused 30 Fund
HDFC Focused 30 Fund
Growth Launch Date 17 Sep 04 NAV (26 Nov 25) ₹240.382 ↑ 1.73 (0.72 %) Net Assets (Cr) ₹25,140 on 31 Oct 25 Category Equity - Focused AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 0.38 Information Ratio 1.14 Alpha Ratio 3.49 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 Returns for HDFC Focused 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.7% 3 Month 4.3% 6 Month 5.8% 1 Year 10.1% 3 Year 20.9% 5 Year 26.6% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 24% 2023 29.6% 2022 18.3% 2021 40.1% 2020 4.2% 2019 3.8% 2018 -14.6% 2017 38.7% 2016 2.1% 2015 5% Fund Manager information for HDFC Focused 30 Fund
Name Since Tenure Data below for HDFC Focused 30 Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. HDFC Tax Saver Fund
HDFC Tax Saver Fund
Growth Launch Date 31 Mar 96 NAV (26 Nov 25) ₹1,468.23 ↑ 14.14 (0.97 %) Net Assets (Cr) ₹17,194 on 31 Oct 25 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 0.25 Information Ratio 1.38 Alpha Ratio 2.58 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for HDFC Tax Saver Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 0.7% 3 Month 4.1% 6 Month 5% 1 Year 9.2% 3 Year 20.7% 5 Year 23.8% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 21.3% 2023 33.2% 2022 10.5% 2021 35.3% 2020 5.8% 2019 3.7% 2018 -10.9% 2017 38.7% 2016 7.6% 2015 -6.2% Fund Manager information for HDFC Tax Saver Fund
Name Since Tenure Data below for HDFC Tax Saver Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. HDFC Growth Opportunities Fund
HDFC Growth Opportunities Fund
Growth Launch Date 18 Feb 94 NAV (26 Nov 25) ₹351.699 ↑ 3.72 (1.07 %) Net Assets (Cr) ₹28,487 on 31 Oct 25 Category Equity - Large & Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.66 Sharpe Ratio 0.04 Information Ratio 0.88 Alpha Ratio -0.59 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 Returns for HDFC Growth Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 1% 3 Month 4.8% 6 Month 6% 1 Year 6.9% 3 Year 20% 5 Year 24% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.4% 2023 37.7% 2022 8.2% 2021 43.1% 2020 11.4% 2019 6.6% 2018 -3.8% 2017 29.4% 2016 3.9% 2015 -4.8% Fund Manager information for HDFC Growth Opportunities Fund
Name Since Tenure Data below for HDFC Growth Opportunities Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. HDFC Capital Builder Value Fund
HDFC Capital Builder Value Fund
Growth Launch Date 1 Feb 94 NAV (26 Nov 25) ₹777.296 ↑ 9.19 (1.20 %) Net Assets (Cr) ₹7,609 on 31 Oct 25 Category Equity - Value AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.03 Information Ratio 1.08 Alpha Ratio 0.21 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 Returns for HDFC Capital Builder Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 1.9% 3 Month 6.2% 6 Month 7.2% 1 Year 8.6% 3 Year 18.9% 5 Year 21% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.7% 2023 29.6% 2022 3.6% 2021 35.6% 2020 12.9% 2019 0% 2018 -5.5% 2017 42.3% 2016 3.8% 2015 4.6% Fund Manager information for HDFC Capital Builder Value Fund
Name Since Tenure Data below for HDFC Capital Builder Value Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. HDFC Top 100 Fund
HDFC Top 100 Fund
Growth Launch Date 11 Oct 96 NAV (26 Nov 25) ₹1,180.8 ↑ 13.12 (1.12 %) Net Assets (Cr) ₹39,779 on 31 Oct 25 Category Equity - Large Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.61 Sharpe Ratio -0.2 Information Ratio 0.6 Alpha Ratio -2.94 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 Returns for HDFC Top 100 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 1.5% 3 Month 4.7% 6 Month 4.5% 1 Year 5.7% 3 Year 15.5% 5 Year 19.1% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for HDFC Top 100 Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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!
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2025 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for HDFC Mid-Cap Opportunities Fund