Amazing Facts about ODIN’s Trading Platform
HDFC Mutual Fund is the most prudent and safest investment option in present-day conditions for people who want relatively less risk and higher returns as compared to the conventional, traditional, orthodox investment instruments.
HDFC mutual fund is relentlessly endeavoring to offer the best of both worlds, namely, the return from shares and security of conventional savings/FDs with Tax benefits.
HDFC Mutual Fund has earned the reputation of being considered to be one of the most effective and prolific investment instruments, because of being actively managed by some of the industry’s top fund managers of the HDFC Asset management company.
We will begin by alluding to the facts mentioned in HDFC mutual fund Wikipedia about HDFC Mutual fund India. For more or detailed information about the background and history of HDFC mutual fund, you may refer to HDFC mutual fund wiki.
HDFC mutual fund online investment is a financial instrument launched by HDFC banking, financial and insurance services (BFSI) segment backed by HDFC Bank.
As per Online HDFC mutual fund wiki, HDFC Bank is a part of the larger group of HDFC LTD (Housing Development Finance Corporation of India).
Housing development Finance Corporation is one of the premium Indian financial organisations that extend financial services primarily to Indian market. The parent company, HDFC Ltd, Is a major provider of housing finance.
The group represents largely by offering banking service, also deals exhaustively with financial and investment instruments, such as HDFC Bank mutual find, HDFC Demat Account, Personal and corporate banking, Life and general insurance, HDFC life mutual fund, Asset management, Venture capital, Realty, education deposits, and educational loan for academic purposes.
Founded in 1977, HDFC launched Mutual fund HDFC in 2000. From the same year, the company started providing life insurance through its subsidiary HDFC Life Insurance Company.
Although all subsidiaries come under the umbrella HDFC Group, HDFC bank logo and HDFC mutual fund logo are different from that of HDFC LTD or HDFC Life logo in terms of its design and color representation.
We will now look into how to open and invest HDFC mutual fund account in India. Let’s now address one of the essential processes as in “how to invest in HDFC mutual fund” and “how to open mutual fund account in HDFC”.
Here are various ways to register for HDFC online mutual fund. You can apply through HDFC mutual fund invests online or you can apply offline through HDFC mutual fund application form.
After downloading the HDFC mutual fund form from the www HDFC mutual fund com website, you need to do a Google search for “HDFC Mutual find offices near me (you)” and find the HDFC Mutual fund office address.
Thereafter, you need to visit the HDFC mutual fund office and submit the application form to the officer personally along with attested copy of mandatory documents.
How to invest in HDFC Mutual Fund?
Whether you are a seasoned investor or a beginner, hassle-free and simplistic nature of investing in HDFC Mutual Funds is assured coupled with a quick process of selecting any product from your favorite fund house – HDFC Mutual Fund.
This requires one KYC procedure
- Step 1: Select the fund and the amount you want to invest every month
- Step 2: Provide your personal details
- Step 3: Make payment and confirm
Process and Documents required to invest in HDFC Mutual Funds
Money laundering and corruption can cripple the economy and the stability of our country.
KYC verification simple process:
- Using OTP sent to your Aadhar-registered mobile number
- By uploading photos/scans of the required documents
ID Proofs:
- Xerox copy of PAN Card, Passport
- Aadhar Card
- Voter ID
- Driving License
Residential proofs:
- Same ID proof (except PAN) if the address on it is your current residential address.
- Leave and license (Rental) agreement
- Electricity bill
- Ration card
Documents Required for HDFC mutual fund invest online
The Documents listed below are accepted as identity and address proof of an investor:
Identity Proof
- Aadhar Card
- PAN Card
- Passport
- Driving License
Address Proof
- Aadhar Card
- Driving License
- Passport
- Recent Utility Bill
- Rental/Lease Agreement
Investment procedure in HDFC mutual fund
Before we suggest you Buy HDFC mutual fund, let’s discuss a scenario to understand the process of buying HDFC mutual fund better.
Mrs. Joshi wants to go for HDFC mutual fund investment, but the thought of long queues and multiple forms makes her unsure. Her daughter Meera comes in and tells her not to worry.
Meera shows her mother the mobile app on her mobile phone, the mobile trading app by HDFC securities ltd. It is a solution to all her problems.
Curious, Mrs. Joshi asks her to explain more, Meera suggests a simple and easy way to invest in mutual fund SIP through mobile.
- Sign up and login to your account.
- Once you sign up, the whole screen gives you a live update of the market.
- Next, go to the “More” tab.
- Select the mutual fund tab and from the dropdown select its MFSIP.
- You are now all set to create your own SIP.
- First, select the exchange you want to trade on.
- Then select your Asset Management Company or AMC name.
- Next select your fund category followed by the sub-category.
- Search for the scheme name and submit.
- You move to the next screen.
- Enter investment amount here followed by frequency of investment. Options available are monthly or quarterly.
- Select a start date to start in your SIP and the period for which you want to run your SIP.
- Click on agree to terms and conditions and submit them.
Your SIP is ready!
To check your MF SIP, click on the MF SIP order book AMC, date range and submit.
HDFC Securities systematic investment plans login and start investing now.
Lumpsum investment in HDFC MF
Here is how you can do HDFC mutual fund lumpsum investment. Go to more tab after login to your HDFC mutual fund account on your mobile and click on the mutual fund. From the drop-down, click on the purchase or redeem.
In the next screen, HDFC securities offer choice to select from fund options basis your returns expectations and risk appetite, or you can manually enter the fund you want to invest in.
In the purchase screen, select exchange as NSE, transaction type as fresh and minimum amount Rs.5000/- is auto-populated. Select, change, update or insert the sum that you wish to invest as a lump sum one-time investment.
Finally, place an order by clicking on it.
Alternatively, you can choose from the recommended fund basis for your requirements. A-List of recommended funds with details is displayed on the screen next. Click on purchase.
Enter your investment amount of your choice and capacity you are convenient with. Click on place order. Check details displayed on the next screen and confirm.
A funds hold screen comes up. Click on submit. You get to see a confirmation message on screen that your order is successfully placed, and an order reference number is generated.
Next, click on order book. Click on submit. Your HDFC mutual fund lumpsum order details are displayed.
To open a HDFC mutual fund account you need to give a missed call on 8588000050 or to invest call on 33553366 (Prefix Local Code) whereas the Website www.hdfcsec.com.
You can download HDFC mutual fund common application form pdf download to apply for.
Benefits of investing in Mutual Funds
- Since Mutual Funds are monitored by SEBI, it is considered to be a safe investment instrument
- Dividends earned from a mutual fund are tax-free if the securities are held for more than a year
- Mutual funds offer liquidity as most of the schemes are liquidated within 3 days and some of the liquid funds can be liquidated overnight
- Investors can expect a good rate of return by not compromising on the risk part
- An investor can also choose for Systematic Investment Planning (SIP) by saving a part of his monthly income in the mutual funds and continue investing for the long term can generate enough corpus to meet your financial goals
1. Modality of HDFC Mutual Fund analysis
There are various methods that have been used to figure out the efficiency of a mutual fund product. These parameters for judgment are
- SD
- Sharpe Ratio
- Beta
- Alpha
- Fund Manager
- AUM
- Age
- Expense Ratio
- CAGR
- Holdings
We will from here on, we will do Reliance Mutual Fund value check on the basis of the aforementioned parameters.
2. Aadhar link reliance mutual fund common application form
Next Important thing is to link your Aadhar to your mutual fund as a part of KYC (Know your customer) process under the regulatory adherence of SEBI.
Most people who do it online follow the below process. However, you can fill a common application form to link your Aadhar to your mutual fund account and submit it personally at the nearest HDFC AMC office/branch.
The online process to link Aadhar as a part of KYC, you should do the following steps before.
- Link Aadhar with mobile number
- Link AADHAR with PAN card in Bank
- Check if the mobile number and email address is receiving OTP
- Complete Online Aadhar based e-KYC
Common Application form for Reliance mutual fund is your investment declaration that includes KYC details, investment details, and all other details related and necessary for your investment to qualify the SEBI regulatory compliance.
Investors, beginners, in particular, are often confused about how much would be sufficient to invest.
To facilitate that, the SIP calculator has been introduced by Reliance Mutual Fund to calculate the SIP amount.
Leveraging the HDFC mutual fund calculator, you can evaluate your investment amount to choose from the best HDFC Mutual Fund.
The calculator offers an estimate of rates and returns as per your goal. You can put the goal amount and tenure to arrive at the investment that you need to make yearly/monthly.
HDFC Mutual Fund list Schemes
- HDFC Equity Fund
- HDFC Capital Builder ValueFund
- HDFC Top100Fund
- HDFC Mid-Cap Opportunities Fund
- HDFC Small Cap Fund
- HDFC Growth Opportunities Fund
- HDFC Focused 30 Fund
- HDFC Infrastructure Fund
- HDFC Balanced Advantage Fund
- HDFC Hybrid Equity Fund
- HDFC Multi-Asset Fund
- HDFC Nifty 50 Etf
- HDFC Index Fund – Nifty 50 Plan
- HDFC Sensex Etf
- HDFC Index Fund – Sensex Plan
- HDFC Equity Savings Fund
- HDFC Hybrid Debt Fund
- HDFC Arbitrage Fund
- HDFC Corporate Bond Fund
- HDFC Credit Risk Debt Fund
- HDFC Banking and PSU Debt Fund
- HDFC Gilt Fund
- HDFC Dynamic Debt Fund
- HDFC Income Fund
- HDFC Medium Term Debt Fund
- HDFC Short Term Debt Fund
- HDFC Low Duration Fund
- HDFC Money Market Fund
- HDFC Floating Rate Debt Fund
- HDFC Ultra Short Term Fund
- HDFC Liquid Fund
- HDFC TaxSaver
- HDFC Children’s Gift Fund
- HDFC Retirement Savings Fund – Equity Plan
- HDFC Retirement Savings Fund – Hybrid Equity Plan
- HDFC Retirement Savings Fund – Hybrid Debt Plan
- HDFC Overnight Fund
To download and submit HDFC Mutual Fund Common application form and SIP Registration Form (for Submission Centres. Search Your City)
Prashant Jain HDFC mutual fund is a fund manager who is managing a single fund for the past 25 years. Prashant Jain has been the Chief investment officer of many leading well-performed funds of HDFC.
According to HDFC mutual fund MoneyControl, bans prefer to sell their own in-house mutual funds, mutual funds of their sister concerns ad group firms rather than those available in the open market.
This is because of the trust that has been built up by doing business with them over the years.
The banks think the in-house mutual funds are the most trusted brand of mutual funds. This is the same trend in brokerage firms, but the tendency to sell a particular bank’s firms is lesser in brokerage firms.
I you are a bank’ customer, do not buy in the banker’s choice of a mutual fund, ask questions, determine the suitability.
Ask if this is the most appropriate product, check the commission details and ask to show official documents, do not just approve or buy in the big talks and promises of the bank’s personnel who are trying to sell his bank’s mutual funds.
Camsonline HDFC mutual fund has many options like SIP, STP, and Lumpsum in cams, and many more. Camsonline keeps the details of all mutual funds that are bought by customers across the board.
Mycams is an application by registering you can buy mutual funds under HDFC Mutual Fund direct plan investment instead of HDFC mutual fund regular plan. The brokerage of HDFC direct mutual fund plan is much lesser that that of a regular plan.
They offer investments in the plans below:
- SIP Systematic Investment Plan
- SWP Systematic Withdrawal Plan
- STP Systematic transfer plan
You need to create a HDFC mutual fund hpin login to do any transactions online, such as, HDFC mutual fund statement online.
To reach out to the HDFC mutual fund website, you need to search HFDC mf online. The first search result will fetch you the link of HDFC mutual fund com website that you need to click on.
Then you need to select “I am not resident of US/Canada” on the next page/dialogue box.
Then you will see the option below “Login with User ID”.
Press the ‘Click Here’ button.
On the next screen menu, select “create User ID”.
On the next page, you need to fill the customer information such as Folio No., Bank Account no (registered with HDFC Bank account), PAN. Select to agree to the terms and conditions and then click on verify.
Once you click on verify, you will get the option to create user id. There would be default suggestion of your user id. You can change it as per your choice.
Change the user id as per your choice which is available.
Change the password and confirm it.
You will receive OTP by clicking ‘generate OTP’ on your registered mobile and email.
Click on submit.
You will get a message that the user id is successfully created. Click on OJ button.
Now, you try to login with your new user id and password to check if you are able to login in your HDFC mutual fund account.
If you are able to login, you will select ok on the HDFC mutual fund login with folio no on the dashboard.
On the dashboard you will see various options; one of them would be HDFC mutual fund online statement. Select the statement option on the dashboard. This is the statement option of HDFC mutual fund account statement by folio number.
On the next screen you will be asked to select the folio number. Then you need to select the scheme. Select the radio button full statement and select the download button.
The HDFC mutual fund account statement online will get downloaded. Now, you can open statement HDFC mutual fund with the desktop application on your desktop immediately.
You can now check the HDFC mutual fund statement by pan number, and HDFC mutual fund nav statement.
The HDFC New generation App is running well. Initially it was giving hick ups.
HPIN. Also known as, Personal identification number needed to be applied through an application form to be allotted with HDFC mutual fund login with hpin.
An HPIN is a unique serial number which is allocated to every Investment Services Account holder with HDFC Bank. HDFC mutual fund login hpin is a unique ID number and mainly helps you access your online investment profile.
You need to login to the mobile app using HDFC mutual fund login hpin or check your investments on www HDFC mutual fund com website login by using HDFC HPIN.
Link Aadhar in your HDFC mutual fund folios
Registrar and transfer agent, like Karvy, CAMS online, Sundaram, and Franklin Templeton, have shared the HDFC mutual fund Aadhar link to link Aadhar in the mutual funds managed by these agents.
The reasons for investing in HDFC mutual fund schemes include:
- The largest and well established reputed mutual fund company in India
- Consistent performance in almost every category
- Profit consistently increased after year 2002
- Wide range of HDFC mutual fund portfolio & products
HDFC mutual fund performance Parameters on the basis of which the HDFC Mutual Fund status is weighed.
- SD
- Sharp ratio
- Beta
- Alpha
- Fund Manager
- AUM
- Age
- Expense ratio
- CAGR
- Holdings
HDFC Mutual Fund IPO & NFO
IPO Detail
HDFC Mutual Fund IPO is launched and managed by HDFC AMC Limited was approved to act as an Asset Management Company for the HDFC Mutual Fund by SEBI July 3, 2000.
The Company has been the most profitable asset management company in India in terms of net profits since Fiscal 2013, with a total AUM of 2,932.54 billion as of December 31, 2017 of which equity-oriented AUM and non-equity-oriented AUM constituted 1,552.82 billion and 1,379.72 billion.
NFO Detail
NFO is new fund offer.
In the stock markets, you have IPOs or initial public offers, where companies offer their shares to investors for the first time. Similarly, mutual funds have NFOs or New Fund Offers. But the two are different in fundamental ways.
First things first, what is a mutual fund NFO?
A New Fund Offer (NFO) is the first time a mutual fund scheme offers its units to the public.
A mutual fund uses the NFO to raise funds for its scheme by allotting units of equal value (usually Rs 10) to investors. For example, if you invest Rs 10,000 in an NFO, you will receive 1000 units of Rs 10 each.
After the NFO is closed, the mutual fund invests the corpus raised from investors in the markets based on the scheme’s objectives and investing style.
IPO & NFO Different
The fundamental difference between the two is that the pricing of an IPO is based initially on what the company considers fair value for its share, and then market forces such as demand and supply determine its listing price. An IPO goes through a process of price discovery.
The price of an NFO could be Re 1,10 or Rs 100, and it would not have made a difference to an investor. At Re 1, investors would have got more units, at Rs 100 fewer units.
The price of the fund after listing fluctuates based on the performance of its portfolio and has nothing to do with demand and supply.
Is NFO Safe to Invest
Typically, new funds have higher expenses and no track record of performance. You will usually be able to find a more established fund for your needs. But there may be a case for investing in NFOs under some circumstances.
New way of investing:
Is the NFO offering a new investment idea or thought that is in line with your objectives?
Is it tapping a niche that is not currently covered by the market? A unique proposition is something you could buy into.
Different portfolio:
Is the fund giving you access to new asset classes or investments? Does it allow you to diversify your risk or add to your returns in ways that are not currently possible?
The best way to understand this is to read the prospectus. This document will list the type of securities the fund plans to invest in, returns expected and investment rationale
Lower expenses:
NFOs of Exchange Traded Funds (ETFs) or passively managed funds sometimes offer a good reason to buy. ETFs usually track an index such as the Nifty or the price of gold. A new scheme may track an index or commodity that is currently not covered, or it may promise a lower expense ratio.
Closed-ended funds:
These are funds that come with a lock-in period of 3 to 5 years and can usually be bought only during the initial offer. If you find a closed-ended NFO that fits your needs, you could opt for it.
NFOs are worth investing if they offer you something innovative that enhances your portfolio.
HDFC Ultra Short Term Fund is a NFO is an open-ended fund with no exit load. Investors can invest in and redeem scheme units on all business days without extra costs.
Current HDFC share price is at 2063.00 as on 25th March, 20202 @3:30pm. IST, however HDFC mutual fund price is dynamic and changes HDFC mutual fund share price daily.
HDFC Mutual Fund NAV history
| Fund Name | NAV of HDFC MF | Previous NAV | 52-week High NAV | 52-week Low NAV |
| HDFC Arbitrage Reg | 23.114 | 23.216 | 23.263 | 21.897 |
| HDFC Balanced Advantage | 138.146 | 136.338 | 208.107 | 136.338 |
| HDFC Banking and PSU Debt | 16.008 | 16.014 | 16.529 | 14.980 |
| HDFC Capital Builder value | 173.642 | 171.583 | 303.839 | 171.583 |
| HDFC Charity For Cancer Cure Arbtg | 10.319 | 10.346 | 10.368 | 9.993 |
| HDFC Charity For Cancer Cure Debt | 10.363 | 10.364 | 10.460 | 9.906 |
| HDFC Children’s Gift Reg | 92.114 | 90.739 | 127.714 | 90.739 |
| HDFC Corporate Bond | 22.283 | 22.266 | 22.885 | 20.754 |
| HDFC Credit Risk Debt | 16.262 | 16.266 | 16.668 | 15.214 |
| HDFC Dual Adv III 1224D Nov 2016 | 11.464 | 11.445 | 11.907 | 11.278 |
| HDFC Dual Adv III 1267D Oct 2016 | 11.541 | 11.521 | 11.990 | 11.358 |
| HDFC Dual Adv III 1304D Aug 2016 | 11.723 | 11.703 | 12.176 | 11.533 |
| HDFC Dynamic Debt Reg | 62.474 | 62.508 | 64.055 | 59.058 |
| HDFC Dynamic PE Ratio FOF | 14.902 | 14.846 | 19.345 | 14.846 |
| HDFC Eqt Opp II 1100D Jun 2017 (1) Reg | 8.059 | 8.118 | 10.671 | 7.081 |
| HDFC Eqt Opp II 1126D May 2017 (1) Reg | 7.868 | 7.713 | 11.081 | 7.713 |
| HDFC Equity Reg | 414.731 | 408.311 | 704.711 | 408.311 |
| HDFC Equity Savings Reg | 31.712 | 31.549 | 38.036 | 31.549 |
| HDFC Floating Rate Debt | 34.562 | 34.596 | 35.030 | 32.429 |
| HDFC Focused 30 Reg | 47.743 | 47.229 | 81.085 | 47.229 |
| HDFC Gilt Reg | 40.369 | 40.271 | 41.130 | 37.113 |
| HDFC Gold ETF Reg | | 3928.978 | 3,688.420 | 4,041.761 | 2,843.319 |
| HDFC Gold Reg | 14.104 | 13.605 | 14.263 | 10.191 |
| HDFC Growth Opportunities Reg | 73.537 | 72.127 | 119.273 | 72.127 |
| HDFC Hsng Opp 1 1140D Nov 2017 (1) Reg | 5.885 | 5.922 | 10.021 | 5.885 |
| HDFC Hybrid Debt Reg | 42.591 | 42.438 | 48.290 | 42.438 |
| HDFC Hybrid Equity Reg | 39.608 | 39.189 | 56.127 | 39.189 |
| HDFC Income Reg | 43.127 | 43.082 | 44.345 | 40.030 |
| HDFC Index Nifty 50 | 71.350 | 69.585 | 112.898 | 69.585 |
| HDFC Index Sensex Reg | 237.188 | 230.918 | 372.930 | 230.918 |
| HDFC Infrastructure Reg | 8.488 | 8.420 | 17.972 | 8.420 |
| HDFC Liquid Reg | 3864.659 | 3,866.681 | 3,871.797 | 3,655.225 |
| HDFC Low Duration Reg | 41.416 | 41.460 | 41.959 | 39.030 |
| HDFC Medium Term Debt | 39.349 | 39.368 | 40.454 | 36.735 |
| HDFC Mid-Cap Opportunities | 36.787 | 36.454 | 57.434 | 36.454 |
| HDFC Money Market Reg | 4099.526 | 4,107.275 | 4,157.702 | 3,874.092 |
| HDFC Multi Asset Reg | 25.624 | 25.280 | 34.700 | 25.280 |
| HDFC Nifty 50 ETF Reg | 819.490 | 799.220 | 1,297.550 | 799.220 |
| HDFC Overnight Reg | 2954.451 | 2,954.376 | 2,954.451 | 2,809.303 |
| HDFC Retrmnt Savings Eqt | 11.666 | 11.548 | 17.777 | 11.548 |
| HDFC Retrmnt Svngs Hybrid Debt | 12.984 | 12.956 | 14.074 | 12.929 |
| HDFC Retrmnt Svngs Hybrid Eqt | 12.848 | 12.743 | 17.615 | 12.743 |
| HDFC Sensex ETF Reg | 2817.160 | 2,742.910 | 4,414.320 | 2,742.910 |
| HDFC Short Term Debt | 22.028 | 22.034 | 22.635 | 20.589 |
| HDFC Small Cap Reg | 24.251 | 24.444 | 44.829 | 24.251 |
| HDFC TaxSaver Reg | 321.226 | 315.744 | 540.145 | 315.744 |
| HDFC Top 100 Reg | 311.964 | 307.244 | 521.117 | 307.244 |
| HDFC Ultra Short Term | 11.051 | 11.066 | 11.165 | 10.434 |
HDFC mutual fund nav today keep changing every day and not constant. To check the current NAV please check the HDFC Mutual Fund NAV Online.
We will cover the HDFC mutual fund returns below when we cover each HDFC mutual fund product individually.
You can calculate return using the built-in HDFC mutual fund return calculator that we will discuss later in this article.
We will cover the HDFC securities mutual fund charges below when we cover each HDFC mutual fund charges individually. You can calculate return using the built-in HDFC mutual fund return calculator that we will discuss later in this article.
Top HDFC mutual fund Schemes
1. HDFC Short Term Debt Fund
This is a debt fund with minimal risk for beginners in mutual funds investment who want to start investing in mutual fund. Alternatively for investors, who want to take less risk, likely are people from middle to higher age group.
This fund is considered to be one of the HDFC best mutual fund because of the SD, Sharp ratio, and Beta category looks much better in comparison to its competitor’s mutual fund under the same category.
The fund is one of the HDFC top mutual funds due to its consistent returns as stated below.
Short Term Debt Fund – HDFC mutual fund interest rate
| HDFC Mutual Fund Name | 1Y | 3Y | 5Y | Category | Risk | Return Since launch |
| HDFC Short Term Debt Fund | 7.13% | 7.61% | 8.34% | Debt (Short Duration) | Moderately Low | 8.57% |
Some of the best Top HDFC mutual fund to invest includes:
- HDFC Mid-Cap Opportunities Fund
- HDFC Growth Opportunities Fund
- HDFC Capital Builder Value Fund
- HDFC Tax Saver Fund
- HDFC Focused 30 Funds
- HDFC Infrastructure Fund
2. HDFC EQUITY MUTUAL FUNDS
| Fund Name | HDFC mutual fund returns in last 5 years |
| HDFC Top 100 Fund | 14.60% |
| HDFC Mid-cap Opportunities Fund | 25.73% |
| HDFC TaxSaver Fund | 16.84% |
| Name of the fund | Investment Objective | Risks | Returns (In 5 years) |
| HDFC Housing Opportunities Fund Series 1 | To deliver building wealth for long-term. Equity and equity-oriented investment particularly in specific sectors like housing and related sectors. This is a close-ended. You have the option to choose a direct or a regular plan. | High | Data NA |
| HDFC Equity Fund | Open-ended fund along with the option of dividend. Investor can either receive a regular pay-out at a regular interval or get it reinvested as well as growth option. 1% of exit load applies. The fund is available to buy only directly from the AMC. It cannot be bought through a broker, agency, or through any intermediary. Rs. 1000 is the minimum initial investment for old investors and for beginners, Rs. 5000. | Moderately High | 16.30% |
| HDFC Top 100 Fund | Open-ended fund is a low-risk with less diversification. Investors can chose either Dividend or growth plan. Aims at delivering long term capital growth & appreciation | Moderately High | 14.60% |
| HDFC Mid-cap Opportunities Fund | Again an equity and equity oriented shares from mid-cap companies, an open-ended scheme. Investors can start with Rs. 1000. Existing investors. Invest Rs. 5000. | Moderately High | 25.73% |
| HDFC TaxSaver Fund | An ELSS fund with Long-term capital growth and wealth creation with 3-year mandatory lock-in period. However, currently does not hold the ELSS benefit presently as government imposed 10% LTCG tax imposed on ELSS if exceed i1 year. It ELSS like this creates more tax-saving in terms of its returns. | Moderately High | 16.84% |
3. HDFC DEBT/INCOME FUNDS
| fund | Goal of Investment | Risk-O-Meter | Returns (In 5 years) |
| HDFC Gilt Fund | An open ended scheme launched in 2001, it offers you both dividend and growth option to create credit risk-free returns by investing in government securities or bonds issued by central/state government. entry load or exit load is nil. | Moderate | 6.81% |
| HDFC Corporate Bond Fund | Aims to make income from capital appreciation by investing in corporate bonds with ratings above AA+. A safe means to earn a regular income for a medium to long period of investment. | Moderately Low | 7.98% |
| HDFC Short-term Debt Fund | ‘short-term’ implies 36 months. Investors with low risk appetite can safely park money for a short to medium period of time, at the same time earning a fixed interest income. | Moderately Low | 8.13% |
| HDFC Credit Risk Debt Fund | Open ended fund – Debt. Primarily invests in corporate bonds with rating of AA and below, not include AA+ rated corporate bond funds. Generates fixed income for short to long period of time. | Moderate | 7.95% |
| HDFC Dynamic Debt Fund | Open-ended for regular returns by investing in debt and money market instruments to maximize returns while achieve a balance in yield, liquidity and risk. Hence, the risk is moderate. | Moderate | 6.95% |
4. HDFC LIQUID FUNDS
| Name of the fund | Objective of Investment | Risk-O-Meter | Returns (In 5 years) |
| HDFC Money Market Fund | As an open-ended scheme that offers high liquidity, liquid fund aims to maximum returns without compromising on capital protection and high liquidity, offers both growth and daily dividend option, allowed only to be bought directly from the AMC. | Low | 7.92% |
| HDFC Overnight Fund | Open-ended, high liquidity income fund, low-risk option of investment. Aims to deliver the maximum returns with minimal exposure to risk. Due to its higher liquidity factor, it is often treated as an emergency fund. | Low | 7.04% |
| HDFC Liquid Fund Premium Plan | Offer investors a good liquidity by investing in debt securities and money market instruments. For those who want income for short period or safe place to park their money in for a short period. | Low | 8.08% |
| HDFC Liquid Fund | Open-ended fund with an additional income, short-term investment with no exit load. It puts money in both debts and money market instruments; assuring higher liquidity and capital protection. | Low | 8% |
5. HDFC CHILDREN’S GIFT FUND
Child’s education or marriage is some of the financial goals that people want to achieve., HDFC CHILDREN’S GIFT FUND being an open-ended equity-oriented hybrid fund help people meet such goals.
| Fund | Objective | Risk-o-meter | Returns in 5 years annualised |
| HDFC Children’s Gift Fund | Invests in Equities or equity-related instruments hence considered to be at higher risk. Sometimes invested in debts or money market instruments to reduce risks. | Moderately High | 17.93% |
6. HDFC RETIREMENT SAVINGS FUND
| Name of the fund | Objective of Investment | Risks | Returns (In 5 years) |
| HDFC Retirement Savings Fund- Equity Plan | Invests in Equities or equity-related instruments hence considered to be at higher risk, invest in lumpsum to create a pension income for you. | Moderately High | NA (as the scheme was launched in 2016) |
| HDFC Retirement Savings Fund- Hybrid- Equity Plan | Invest in a mix of debt & equity. One can redeem entire money only after 60 years in the form of regular monthly pensions. | Moderately High | NA (as the scheme was launched in 2016) |
| HDFC Retirement Savings Fund- Hybrid- Debt Plan | fund for retirement, moderate risk due to balanced low risk savings, | Moderately High | N0 records since launched in 2016 |
HDFC Mutual Fund SIP
To get the Best HDFC System sip. These funds are one of the most popular Mutual Fund schemes offered by the company.
You invest a specific fix pre-decided amount each month on a specific date in a mutual fund scheme of your choice. The dates available for sip investment are given on the company website.
They bring in multiple benefits of investing through Best HDFC mutual fund for SIP. Some of them include:
- disciplined investment habit
- Financial goal fulfilment
- Rupee cost averaging advantage
- Bigger investment horizon over a longer period that generates more returns
- Minimum investment for beginners, only INR 500 monthly
HDFC Mutual Fund SIP Calculator
HDFC mutual fund sip calculator will have two options for you to choose:
1. Goal Based
2. Monthly SIP
Next, you need to state your monthly investment. By default it is Rs.5000/-, but you can change it as per your choice and convenience.
Choose the investment tenure of your choice.
Lastly, you need to select the expected annual return.
You will get to know your sip amount and return.
SIP calculators & charges
SIP Calculator or SIP Return Calculator predict the SIP amount. Inputs that you need to fill are:
- the SIP investment amount
- Years you want to stay invested
- Expected Inflation rates
- Expected returns
Hence, one can calculate the SIP returns required to achieve a goal! You can, alternatively apply for sip using HDFC mutual funds sip form by downloading it from the HDFC mutual fund website ot from it AMCs’ websites.
HDFC Top 100 mutual fund details
The objective to generate long term capital appreciation from a portfolio of equity and equity linked instruments
Investment portfolio for equity and equity linked instruments will be primarily drawn from the companies in the BSE 200 Index.
HDFC Top 100 Fund is Equity – Large Cap fund with Moderately High risk
It has produced a CAGR/Annualized return of 16.8% since its launch.
Historic HDFC Top 100 Fund Return
- 2019 of 7.7%
- 2018 of 0.1%
- 2017 of 32%
HDFC Top 100 mutual fund Returns
- 1 Month -34.3%
- 3 Month -37.5%
- 6 Month -35.5%
- 1 Year -36.6%
- 3 Year -7.7%
- 5 Year -1.8%
- Since launch 16.8%
Historical performance (Yearly) on absolute basis Year
HDFC Top 100 mutual fund Returns
- 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%
Equity Sector Allocation
- Services 38.22%
- Energy 15.39%
- Technology 11.39%
- Utility 9.21%
- Industrials 8.44%
- Basic Materials 5.28%
- Consumer Defensive 5.04%
- Health Care 4.31%
- Communication Services 0.78% .
Top Securities Holdings / Portfolio
- ICICIBANK 9%
- HDFCBANK 8% ₹1,459
- SBIN 7%
- INFY 7% ₹1,196
- RELIANCE 7%
- LT 6%
- ITC 5%
- Axis Bank Ltd (Financial Services) Equity 4%
- NTPC Ltd (Utilities) Equity 4%
- COALINDIA 3%
HDFC equity mutual fund
Produce capital growth & appreciation through investments in equity related securities.
HDFC Equity Fund is Multi Cap Equity fund with Moderately High risk with return of 15.9% since its launch.
Return
- 2019 was 6.8%
- 2018 was -3.5%
- 2017 was 36.9%
HDFC Equity Fund Growth
- Launch Date 1 Jan 95
- NAV (24 Mar 20) ₹414.731
- Net Assets (Cr) ₹21,417 on 29 Feb 20
- Category Equity – Multi Cap
- AMC HDFC Asset Management Company Limited
- Risk Moderately High
- Expense Ratio 2.08
- Sharpe Ratio -0.17
- Information Ratio -0.42
- Alpha Ratio -5.54
- Min Investment 5,000
- Min SIP Investment 500
- Exit Load 0-1 Years (1%), 1 Years and above (NIL)
HDFC equity mutual fund Returns
- 1 Month -35.8%
- 3 Month -38%
- 6 Month -36.5%
- 1 Year -37.6%
- 3 Year -8.2%
- 5 Year -2.3%
- Since launch 15.9%
Historical performance (Yearly) on absolute basis
- 2019 6.8%
- 2018 -3.5%
- 2017 36.9%
- 2016 7.3%
- 2015 -5.1%
- 2014 53.8%
- 2013 3.8%
- 2012 34.1%
- 2011 -26.7%
- 2010 29.2%
Equity Sector Allocation
- Financial Services 38.01%
- Industrials 13.95%
- Energy 11.54%
- Utility 9.94%
- Technology 8.24%
- Health Care 5.65%
- Consumer Defensive 5.19%
- Basic Materials 5.12%
- Consumer Cyclical 0.21%
Asset Allocation
- Cash 2.14%
- Equity 97.85%
Top Securities Holdings / Portfolio
- State Bank of India
- ICICI Bank Ltd
- Larsen & Toubro Ltd
- Infosys Ltd (Technology)
- ITC Ltd
- HDFC Bank Ltd
- Reliance Industries Ltd (Energy)
- NTPC Ltd (Utilities) Equity
- Coal India Ltd (Energy) Equity
- Axis Bank Ltd (Financial Services) Equity
HDFC mutual fund growth
- Goal to achieve long-term capital appreciation
- Investment primarily in equity and equity related securities of companies with bigger market capitalization
- HDFC Growth Opportunities Fund is Large & Mid Cap Equity fund
- Launched on 18 Feb 94 with Moderately High risk and produced Annualized return of 9.2% since its launch.
- The fund has ranked 63 in Large & Mid Cap category
HDFC mutual fund growth Return
- 2019 – 6.6%,
- 2018 – 3.8%
- 2017 – 29.4%
HDFC Growth Opportunities Fund Growth
- Launch Date 18 Feb 94
- HDFC mutual fund nav growth as on 24 Mar 20 is ₹73.537
- Net Assets (Cr) ₹1,320 on 29 Feb 20
- Category Equity – Large & Mid Cap
- AMC HDFC Asset Management Company Limited
- Risk Moderately High
- Expense Ratio 2.41
- Sharpe Ratio 0.05
- Information Ratio -0.5
- Alpha Ratio -2.43
- Min Investment 5,000
- Min SIP Investment 500
- Exit Load 0-1 Years (1%),1 Years and above(NIL) .
HDFC Growth Opportunities Fund Returns
- 1 Month -35.8%
- 3 Month -36.3%
- 6 Month -34.1%
- 1 Year -35.1%
- 3 Year -8.6% 5 Year -3.9%
- Since launch 9.2%
Historical performance (Yearly) on absolute basis
- 2019 – 6.6%
- 2018 – 3.8%
- 2017 – 29.4%
- 2016 – 3.9%
- 2015 – 4.8%
- 2014 – 27.5%
- 2013 – 4.5%
- 2012 – 35.5%
- 2011 – 29.2%
- 2010 – 20.6%
Equity Sector Allocation
- Financial Services 27.59%
- Utility 15.25%
- Energy 10.72%
- Consumer Cyclical 9.92%
- Basic Materials 8.08%
- Consumer Defensive 7.44%
- Technology 7.17%
- Industrials 4.76%
- Real Estate 2.22%
- Health Care 0.65%
- Top Securities Holdings / Portfolio
- ICICIBANK 9%
- SBIN 8%
- NTPC Ltd (Utilities) Equity 6%
- INFY 6%
- RELIANCE 5%
- BPL 4%
- HDFCBANK 4%
- ITC 4%
- Trent Ltd (Consumer Cyclical) Equity 4%
HDFC midcap mutual fund
- HDFC mid cap mutual fund investment to generate long-term capital appreciation from HDFC mutual fund mid cap sip portfolio constituted of equity and equity related securities of Small and Mid-Cap companies.
- HDFC Mid-Cap Opportunities Fund is Mid Cap Equity fund with Moderately High risk and return of 10.8% since its launch.
- HDFC midcap mutual fund return for 2019 was 0.2%, 2018 was 11.2%, and 2017 was 41.7%.
HDFC Mid-Cap Opportunities Fund Growth
- Launch Date 25 Jun 07
- HDFC Mid-Cap Opportunities Fund NAV as on 24 Mar 20 is ₹36.787
- Category Equity – Mid Cap
- AMC HDFC Asset Management Company Limited
- Risk Moderately High
- Expense Ratio 2.17
- Sharpe Ratio 0.24
- Information Ratio 0.6
- Alpha Ratio 4.08
- Min Investment 5,000
- Min SIP Investment 500
- Exit Load 0-1 Years (1%),1 Years and above(NIL)
HDFC Mid-Cap Opportunities Fund Returns
- 1 Month – 35.1%
- 3 Month – 30.3%
- 6 Month – 30.2%
- 1 Year – 32.3%
- 3 Year -8.7%
- 5 Year 0.1%
- Since launch 10.8%
Historical performance (Yearly) on absolute basis
- 2019 – 0.2%
- 2018 – 11.2%
- 2017 – 41.7%
- 2016 – 11.3%
- 2015 – 5.8%
- 2014 – 76.6%
- 2013 – 9.6%
- 2012 – 39.6%
- 2011 -18.3%
- 2010 – 32.1%
Equity Sector Allocation
- Consumer Cyclical 25.66%
- Financial Services 20.62%
- Industrials 15.79%
- Basic Materials 11%
- Health Care 8.3%
- Technology 7.17%
- Consumer Defensive 1.87%
- Communication Services 1.03%.
Top Securities Holdings / Portfolio
- Treps – Tri-Party Repo CBLO – 7%
- CHOLAFIN 4%
- BALKRISIND 4%
- Aarti Industries Ltd (Basic Materials) Equity 4%
- Trent Ltd (Consumer Cyclical) Equity 4%
- VOLTAS 3%
- CUB 3% ₹711
- SUNDRMFAST 3%
- Indian Hotels Co Ltd (Consumer Cyclical) Equity 3%
- Tata Chemicals Ltd (Basic Materials) Equity 2%
HDFC small cap mutual fund
HDFC mutual fund small cap aimed at providing long-term capital appreciation by investing primarily in Small-Cap and Mid-Cap companies.
- HDFC Small Cap Fund is Equity – Small Cap fund.
- It was launched on 3 Apr 08 with Moderately High risk.
- Return of 7.7% since its launch.
- HDFC small cap mutual fund Return for 2019 was -9.5% , 2018 was -8.1% and 2017 was 60.8%.
- HDFC Small Cap Fund Growth Launch Date 3 Apr 08
- HDFC small cap mutual fund NAV as on 24 Mar 20 is ₹24.251
- Category Equity – Small Cap
- AMC HDFC Asset Management Company Limited
- Risk Moderately High
- Expense Ratio 2.19
- Sharpe Ratio -0.54
- Information Ratio 1.07
- Alpha Ratio -6.7
- Min Investment 5,000
- Min SIP Investment 500
- Exit Load 0-1 Years (1%),1 Years and above(NIL)
HDFC Small Cap Fund Returns
- 1 Month – 38.2%
- 3 Month – 36.2%
- 6 Month – 39.2%
- 1 Year – 44.2%
- 3 Year – 9.6%
- 5 Year – 0.9%
- Since launch – 7.7%
Historical performance (Yearly) on absolute basis
Yearly Returns
- 2019 – 9.5%
- 2018 – 8.1%
- 2017 – 60.8%
- 2016 – 5.4%
- 2015 – 6.4%
- 2014 – 51.5%
- 2013 – 7.5%
- 2012 – 31.6%
- 2011 – 26.2%
- 2010 – 23.3%
Sector Allocation:
- Consumer Cyclical 20.11%
- Industrials 17.02%
- Technology 12.54%
- Basic Materials 11.39%
- Financial Services 8.38%
- Health Care 7.39%
- Communication Services 5.2%
- Utility 2.7%
- Consumer Defensive 1.41%
- Energy 1.15%
Top Securities Holdings / Portfolio
- Treps – Tri-Party Repo CBLO – 11%
- Sonata Software Ltd (Technology) Equity 3%
- NIIT Technologies Ltd (Technology) Equity 3%
- INOX Leisure Ltd (Communication Services) Equity 3%
- Balkrishna Industries Ltd (Consumer Cyclical) Equity BALKRISIND 3
- Bajaj Electricals Ltd (Utilities) Equity 3%
- Atul Ltd (Basic Materials) Equity ATUL 3%
- DCB Bank Ltd (Financial Services) Equity 2%
- Indian Hotels Co Ltd (Consumer Cyclical) Equity 2%
- The Federal Bank Ltd (Financial Services) Equity FEDERALBNK 2%
HDFC prudence mutual fund
HDFC prudential mutual fund – Dividend Regular Fund – Closed
- NAV 29.267,
- Category: Aggressive Hybrid
- This scheme is closed on 01/06/2018
HDFC tax saving mutual fund
HDFC tax saver mutual fund plans provide long term growth of capital.
HDFC mutual fund tax saver is Equity – ELSS fund with Moderately High risk and return as below.
Yearly Return
- 2019 – 3.7%
- 2018 -10.9%
- 2017 – 38.7%.
- HDFC tax saver mutual fund NAV as on 24 Mar 20 is ₹321.
- Category Equity – ELSS
- AMC HDFC Asset Management Company Limited
- Risk Moderately High
- Expense Ratio 2.12
- Sharpe Ratio -0.33
- Information Ratio -1.24
- Alpha Ratio -7.85
- Min Investment 500
- Min SIP Investment 500
- Exit Load NIL
Returns for HDFC Tax Saver Fund
Duration Returns 1 Month -35.4% 3 Month -37.7% 6 Month -36.2% 1 Year -38.3% 3 Year -11.3% 5 Year -4.1% 10 Year 15 Year Since launch.
Historical performance (Yearly) on absolute basis
Yearly Returns
- 2019 3.7%
- 2018 -10.9%
- 2017 38.7%
- 2016 7.6%
- 2015 -6.2%
- 2014 56.4%
- 2013 5.1%
- 2012 26.6%
- 2011 -22.6%
- 2010 26.4%
Equity Sector Allocation
- Financial Services 28.08%
- Utility 15.57%
- Energy 13.01%
- Industrials 11.89%
- Technology 9.63%
- Basic Materials 6.3%
- Consumer Defensive 3.96%
- Health Care 3.46%
- Communication Services 1.91%
- Consumer Cyclical 1.82%.
Top Securities Holdings / Portfolio
- ICICIBANK 10% ₹706
- SBIN 8% ₹551
- NTPC Ltd (Utilities) Equity 7%
- HDFCBANK 7%
- INFY 6%
- LT 6%
- RELIANCE 6%
- Bharat Petroleum Corp Ltd (Energy) Equity 5%
- Treps – Tri-Party Repo CBLO/Reverse Repo 5%
- ITC 4% ₹290
HDFC ELSS mutual fund
Equity Linked Savings Schemes (ELSS) is preferred over other tax saving options for many reasons.
ELSS tax-efficient returns come with a restriction of a 3 years lock-in period and tax-free dividends for those who want to go for dividends.
The best way to gain substantial tax-free returns is to invest in HDFC ELSS mutual fund.
Advantages:
Tax Efficient Returns
Tax benefit can be availed up to 15 Lakhs along with tax free capital gain and dividend income if APPLICABLE.
Flexibility
Offer investors the flexibility and convenience of choosing SIP or lumpsum investment.
Wheel Effect
Capital recycling in ELSS funds after 3 years of maturity period to avail additional tax benefits and reinvesting without fresh funds inflow.
Expert Management
Qualified professionals manage ELSS funds actively after closely watching and studying the market behaviour after due diligence and research to ensure returns.
Tax Benefits of Equity Linked Savings Schemes (ELSS)
Tax Benefits by investing in Equity Linked Savings Schemes (ELSS).
| Your TaxableIncome | Amount invested in ELSS under section 80C | Tax before ELSSinvestment | Tax after ELSS investment | Total Savings |
| 5,00,000 | 1,50,000 | 12,500 | 5,000 | 7,725 |
| 8,00,000 | 1,50,000 | 72,500 | 42,500 | 30,900 |
| 12,00,000 | 1,50,000 | 1,72,500 | 1,27,500 | 46,350 |
| 15,00,000 | 1,50,000 | 2,62,500 | 2,17,500 | 46,350 |
*Education cess of 2% and Higher education cess of 1% is included
HDFC mutual fund top 200
The HDFC Top 200 Fund, as the name suggests, invests in a portfolio consisting predominantly of companies in the BSE 200 index. HDFC 200 mutual fund is aimed at long term capital growth & appreciation through equity and equity linked instruments & investments options.
HDFC mutual fund top 200 generate long term capital appreciation through investments in equity and equity related instruments mostly in companies listed on the BSE 200 Index.
Fund information
Portfolio – Sector / Top 10 holdings
SBI, Infosys, ICICI Bank, L&T, HDFC Bank, Maruti Suzuki India Ltd, Reliance Industries, BPCL, Axis Bank, Aurobindo Pharma.
HDFC mutual fund top 200 Performance
- SD 18.19%
- Sharp ratio 0.68
- Alpha 2.50%
- Beta 1.2%
HDFC top 200 mutual fund nav
- Direct Plan – Dividend Option: Rs.47.9480
HDFC mutual fund nav top 200 growth
- Direct Plan – Growth option: Rs.323.4500
- Dividend Option: Rs.47.1100
- Dividend Plan: Rs.47.1100
- Growth Option: Rs.318.4320
Expense Ratio
- 2.50% on first Rs.100 crores daily net assets
- 2.25% on next Rs.300 crores
- 2.00% on next Rs.300 crores
- 1.75% on remaining daily net assets
Direct Plan has lower expense ratio by 0.65%
- Returns for last 1 year 17.15
- Returns for last 3 years 17.84
- Returns for last 5 years 17.45
- Returns since inception 25.32
How to apply for HDFC Top 200 Fund
Both online and offline means can be used to apply for HDFC Top 200 Fund.
Online
- Leveraging the HDFCMF Online portal you can apply. You need to register first on the website by furnishing your KYC documents
- Next is to generate a HPIN number. Then you can access your account on the portal securely and make investments accordingly.
- You can make payments via bank transfer or using your card payments.
- You may also go to brokers, agents, third-party distributors and dealers who will be more than happy to help you with your investments of online mutual fund.
Offline
- You can submit forms at any registered branch of HDFC AMC or directly at the HDFC Bank that accepts mutual fund registrations.
- You may also be required to submit KYC in the form of additional documents.
- You may also go to brokers, agents, third-party distributors and dealers who will be more than happy to help you with your investments of online mutual fund however you should take note of verifying their credentials first.
HDFC Balanced mutual fund
HDFC Balanced Fund growth is closed however HDFC Balanced Fund – Dividend is open.
HDFC BALANCED ADVANTAGE FUND- DIVIDEND REINVESTMENT Factsheets can be checked and downloaded online before investing.
HDFC monthly dividend mutual fund
HDFC mutual fund dividend, Fund Category is Hybrid. Fund Class Dynamic Asset Allocation/Balanced Advantage. Fund Type is Open Ended. The Option is available for Dividend Reinvestment.
Launch Date September 11, 2000, Launch Price Rs. 10.00, Latest NAV Price Rs. 17.94 as on March 25, 2020, Risk Rating Moderately High Risk.
Minimum Initial Investment Rs.5000/- and Minimum Subsequent Investment Rs.1000/-. The Minimum Subsequent Investment Rs.500/- and Entry and exit Load are NIL.
HDFC child plan mutual fund
Costs are rising, so is the education cost of your child. On top of it, you have the silent culprit called Inflation around the corner. You want to give your child the best of education, probably better than what you have got.
Looking at the current and the future cost, many from the current generation has decided to go childless.
The cost has primarily increased because of the greed of school management as they want to turn their school no less than a five start sophisticated hotel rather than focusing on the quality of education.
The same quality of education can be achieved with decent cost as well. So to keep up to the greed of Modern day schools, you need a lot of money in future to fund your child’s education.
To achieve the goal you need a robust financial planning. DO not indulge your children with a PS$ gaming console or a toy car.
Let him/her grow up in a modest environment to keep the feet on ground, rather with that money build a corpus to support his/her educational expenses which you do not have control over.
The answer to all your problems and Queries is HDFC child plan mutual fund or HDFC Childrens Gift Investment Plan.
- It is a regular growth plan.
- Category: Childrens fund
- NAV 95.466
- Fund Size: 3082.53 Crore
- Expense ratio: 2.12%
- Risk: Moderately High
Portfolio
Stocks invested in:HDFC, Reliance, ICICI Bank, Infosys, Bajaj Finance, Bharti Airtel, L&T, SBI, among others.
HDFC Retirement mutual fund
- HDFC Retirement Savings Plan is Equity plan – Regular Growth Plan.
- Category: Retirement Fund.
- NAV Rs.12.184 as on 25th March 2020
- Fund Size Rs. 848.51 Crore
- Expense ratio 2.58%
- The fund is moderately high risk.
- SIP Min Rs.500, Rs. 5000 for one time investment.
HDFC DEBT mutual fund
- HDFC Short Term Debt Fund – Growth Regular Fund
- Category – Short Duration Fund
- Nav Rs. 22.0284
- Fund Size Rs.12216.31 crore
- Expense ratio 0.39%
- Fund House- HDFC Mutual Fund
- Suitable for Investors who want to invest for 1-3 years and are looking for alternative to bank deposits.
HDFC mutual fund monthly income plan
HDFC Monthly Income Plan – STP
- Regular Direct plan
- Category: Conservative Hybrid fund
- NAV Rs.29.6136
- HDFC Monthly Income Plan STP aims to optimise returns while maintaining a balance of safety, yield and liquidity.
HDFC Income Fund is a Debt –
- Medium to Long term fund
- It has generated a CAGR/Annualized return of 7.8% since its launch.
- Return for 2019 was 8.7% , 2018 was 3.6% and 2017 was 1.3%.
- HDFC Income Fund Growth Launch Date 11 Sep 00
- NAV (24 Mar 20) ₹43.127
- Category Debt – Medium to Long term
- AMC HDFC Asset Management Company Limited
- Risk Moderate
- Expense Ratio 2.13
- Sharpe Ratio 2.81
- Information Ratio -2.62
- Alpha Ratio -1.07
- Min Investment 5,000 Min SIP Investment 500
- Exit Load 0-1 Months (0.25%),1 Months and above(NIL)
Returns for HDFC Income Fund
- 1 Month -2%
- 3 Month 0.7%
- 6 Month 2.9%
- 1 Year 7.7%
- 3 Year 5.2%
- 5 Year 6.2%
- 10 Year 15 Year
- Since launch 7.8%
Historical performance (Yearly) on absolute basis
- 2019 8.7%
- 2018 3.6%
- 2017 1.3%
- 2016 14.5%
- 2015 5.3%
- 2014 15.7%
- 2013 2.2%
- 2012 10.5%
- 2011 6.3%
- 2010 5.6%
Asset Allocation
Asset Class Value
- Cash 9.75%
- Debt 90.25%
Debt Sector Allocation
- Government 74.8%
- Corporate 20.19%
- Cash Equivalent 5.01%
Top Securities Holdings / Portfolio
- GOVT STOCK Sovereign Bonds – 16%
- Tata Power Company Limited Debentures – 10%
- Treps – Tri-Party Repo CBLO/Reverse Repo – 7%
- Punjab National Bank Debentures – 7%
- State Bank Of India Debentures – 6%
- INDIAN RAILWAY FINANCE CORPORATION LIMITED Debentures – 5%
- NTPC Limited Debentures – 5%
- RELIANCE INDUSTRIES LIMITED Debentures – 4%
- Export-Import Bank Of India Debentures – 4%
HDFC MF Customer Care Number
HDFC mutual fund contact no is 1800 3010 6767. You may contact HDFC mutual fund helpline for any information, update or help. HDFC mutual fund call centre is well equipped to handle all your queries and requests.
The aforesaid contact number is also the HDFC mutual fund toll free no. where you will be charged as per local rates.
Refer to the call charges applicable on your network operator or call HDFC mutual fund customer care toll free number to know the charges of HDFC mutual fund toll free number.
HDFC mutual fund contact number is different from the HDFC mutual fund missed call number which was mentioned earlier in this article here.
There are 2 toll-free numbers which investors located within India can use – 1800-419-7676 and 1800-3010-6767.
HDFC MF Login Process
- You may use Mutual fund login HDFC and login to your account by using HDFC mutual fund customer login.
- There are separate login for partners or distributors which is called HDFC mutual fund investor login, or HDFC mutual fund partner login, or HDFC mutual fund advisor login.
- This is sometimes also known as HDFC mutual fund distributor which is used sometimes on HDFC mutual fund online empanelment to Empanel with HDFC Mutual Fund online.
- Use the link: distributor.hdfcfund.com for distributor login with ARN and password.
- You may use www HDFC mutual fund login or HDFC bank mutual fund login to check HDFC Mutual Fund balance online. You can also request for an account statement across the counter by visiting any of our Investor Service Centre.
- You may click to download the eservices request forms and submit it to any of our Investor Service Centres.
- HDFC mutual fund log in is used for updation request of your account details such as HDFC mutual fund email id updation form download.
- HDFC mutual fund web login help you to transact and check account / portfolio status.
HDFC mutual fund online login helps you to download and access forms centre and upload the same using your account login and can be performed using your HDFC mutual fund folio number, login id password, hpin, and Pan.
The HDFC mutual fund login online home page will give options for
- New Investor Login
- Investor login
- Distributor login
- NAV & Dividend
- Sip Calculator
You can even start HDFC mutual fund career as an advisor, equity analyst or investment/insurance advisor. An HDFC mutual fund career is lucrative and has a great career prospect and growth for youngsters.
Another important aspect is to know about various HDFC mutual fund forms download. Often you would be required to either upload HDFC Mutual Fund forms after filling it up or visit the HDFC Mutual fund office address to submit the HDFC forms mutual fund personally.
HDFC MF Important Forms Download
- HDFC mutual fund additional purchase form
- HDFC mutual fund common application form
- HDFC mutual fund common transaction form
- HDFC mutual fund swp form
- HDFC mutual fund STP form
- How to stop sip in HDFC mutual fund
- HDFC mutual funds sip cancellation form
- HDFC mutual fund bank change form
- HDFC mutual fund change of bank form
- HDFC mutual fund change of bank details form
- HDFC mutual fund nomination form
- HDFC mutual fund fatca form
HDFC mutual fund common transaction slip is required when HDFC mutual fund transaction slip can be used in case an investor wants to send across transaction request for purchase/switch/redemption.
HDFC MF Office Address
| City | Address |
| Bangalore | No. 9/3, 1-A, Ground Floor, M. G. Road, opposite Trinity Metro Station, Bengaluru, Karnataka 560001 |
| 4AC, 402/1, 2nd floor, Kammanahalli Main Rd, HRBR Layout 2nd Block, CGO Complex, Kalyan Nagar, Bengaluru, Karnataka 560043 | |
| No 3, First Floor, A.V.S Compound, 80 Feet Rd, Koramangala 4th Block, Koramangala, Bengaluru, Karnataka 560095 | |
| Kolkata | post office, 2nd floor 209 A, Sarat Bose Road Besides, Sarat Bose Rd, Kolkata, West Bengal 700029 |
| CF-352, CF Block, Sector 1, Bidhannagar, Kolkata, West Bengal 700064 | |
| Coimbatore | No : 9, “Aurum” Building first floor, Kannusamy Rd, R S Puram West, Coimbatore, Tamil Nadu 641006 |
| Chennai | 74, 5th Ave, Anna Nagar West, V Block, Anna Nagar, Chennai, Tamil Nadu 600040 |
| Delhi | Gurudwara B1 Block, 402, 4th Floor, Mahatta Tower, 54 Community Centre, Janakpuri, New Delhi, Delhi 110058 |
| Mumbai | Laram Plaza, F-1, 1st Floor, Centre Square, SV Rd, Opposite, Andheri West, Mumbai, Maharashtra 400058 |
| Pune | Circle, HDFC Mutual Fund Ground Floor, City Mall, University, Pune, Maharashtra 411007 |
| East Street Galleria, Shop 2 and 3, 2421, East St, Camp, Pune, Maharashtra 411001 | |
| Chandigarh | SCO-2909-10, First Floor, Dakshin Marg, Sub. City Center, Sector 22, Chandigarh, 160022 |
| Vadodara | Gokulesh 2 Complex, Upper Ground Floor, RC Dutt Rd, Jetalpur, Vadodara, Gujarat 390007 |
| Hyderabad | Plot No.6-3, Saphire Square, 885/7, Street 2, Durga Nagar, Somajiguda, Hyderabad, Telangana 500082 |
| Ahmedabad | 2nd Floor, Megha House Besides Gruh House, Mithakhali Cir, Ellisbridge, Ahmedabad, Gujarat 380009 |
Conclusion
HDFC mutual fund comes with an innovative wide range of products to suit every need of investors and traders as well as beginners. It has a full-blown facility to transact online with HDFC mutual fund app on the go or visiting a full-fledged fully developed easy to use the website to transact online with various ways to transact.
It houses an elaborate HDFC mutual fund customer care facility toll-free number and email id.
It has a great Investor centre leveraging which you can track your funds, download an exhaustive list of forms for all purposes, get account statements, updates on latest HDFC mutual fund news, events, and updates.
The HDFC mutual fund customer service unit offers facilities like branch locator, locating Advisor, and resolving all issues related to your HDFC Mutual Fund account.
It is a great investment and tax-saving instrument for beginners and expert investors.
HDFC Mutual Fund FAQs
Q1. Which is the best mutual fund of HDFC?
Ans: HDFC Short Term Debt Fund is a debt fund with minimal risk for beginners in mutual funds investment who want to start investing in mutual fund. Also suitable for expert investors want to take less risk, people from middle to higher age group. HDFC Short Term Debt Fund Returns are 1Y – 7.13%, 3Y – 7.61%, 5Y – 8.34%, Return since Launch – 8.57%. The favourable aspect is that it is a Short duration debt fund with risk moderately low.
Q2. Which HDFC Mutual Fund is best for SIP?
Ans: The best SIP funds with 20 years return are ranked in order of highest to lowest. HDFC Opportunities Fund with 3-year return 5.42%- and 20-year maturity value of 27.4 Lakhs. HDFC Blue Chip Fund with 3 year returns 8.73%- and 20-year maturity value of Rs. 25.05 Lakhs. HDFC Balanced Fund with 3-year return 7.24%- and 20-year maturity value of Rs. 20.96 Lakhs HDFC Liquid Fund with 3 year return 5.76% and 20 year maturity value of Rs. 16.13 Lakhs.
Q3. Who is the CEO of HDFC Mutual Fund?
Ans: The CEO /MD of HDFC is Milind Brave and Chief investment officer is Prashant Jain.
Q4. How can I check my HDFC Mutual Fund Balance?
Ans: Give missed call from your registered phone/mobile number to 8506936767, hear an acknowledging message. You will receive an SMS on scheme-wise valuation. Alternatively, you can login to investor-web.hdfcfund.com/instant-login with your user id and password. On the homepage, you need to click on dashboard icon. You can generate account statement for your investments from this portal
Q5. How can I activate HDFC Mutual Fund?
Ans: you can login to investor-web.hdfcfund.com/instant-login with your user id and password. If you are a new investor, New investors to HDFC Mutual fund can register on HDFC MFonline Investors by clicking ‘Not an Investor – Register Now’ option.
PAN has to be KYC compliant and either your email ID or mobile number should be registered in KYC records.
Existing investors of HDFC Mutual Fund can click on ‘Don’t have a User ID’ to register and start using HDFC MFonline Investors. Email ID has to be present in folio.
Q6. How can I get folio number of HDFC Mutual Fund?
You can get the folio number on your account statement. You can give missed call from your registered mobile number 8506936767 to know your folio number.
Alternatively, you may login on investor-web.hdfcfund.com with your user id and password. On the homepage, you need to click on dashboard icon.
You can generate account statement for your investments from this portal. To generate account statement, click on the statements icon on the left hand bar on the screen. On account statement, you will find the folio no.
Q7. How can I close my HDFC Mutual Fund?
Ans: From your registered mobile number, you can call the toll free customer care Toll free 1800-3010-6767 (Toll-free) or from your registered email id, send an email at [email protected] requesting for a closure of your investment account.
Or you can straight walk into the any nearest HDFC mutual fund/AMC/authorised distributor to request cancellation.
Q8. Which HDFC mutual fund is best?
Ans: The best SIP funds with 20 years return are ranked in order of highest to lowest. HDFC Opportunities Fund with 3-year return 5.42%- and 20-year maturity value of 27.4 Lakhs.
HDFC Blue Chip Fund with 3 year returns 8.73%- and 20-year maturity value of Rs. 25.05 Lakhs. HDFC Balanced Fund with 3 year return 7.24% and 20 year maturity value of Rs. 20.96 Lakhs HDFC Liquid Fund with 3 year return 5.76% and 20 year maturity value of Rs. 16.13 Lakhs.
Q9. How to stop sip in HDFC mutual fund?
Ans: Currently only Individual Investors can cancel systematic registrations such as SIP, STP and SWAP anytime post-registration. You need to raise a request from your registered email id, by sending an email at [email protected] requesting for a closure of your investment account. Or contact any nearest HDFC mutual fund/AMC/authorised distributor to request cancellation.
Q10. how to redeem HDFC mutual fund?
Ans: Using HDFC MFOnline Investors, you can transact online in any of HDFC MF schemes with transaction like Redemption. As an investor you need to log in to his online mutual fund account, tap the redemption button and select ok to confirm the request.
The units will be deducted from your earnings and equivalent amount will be credited to your bank account within stipulated turn-around time. You may visit the HDFC mutual fund website or APP or the RTAs or nearest office to redeem your funds online or offline.
Q11. how to open HDFC mutual fund account?
Ans: You can apply online as well as offline. Download the HDFC mutual fund application form from hdfcfund.com. Or register on investor-web.hdfcfund.com On the homepage, you need to click on dashboard icon. Fill up the form completely.
Attach the self-attested KYC documents with the forms. Find the nearest HDFC Mutual find offices/AMC/Agent/Broker/Distributor near your area. You need to visit the office to submit the application form to the officer personally along with attested copy of mandatory documents.
Q12. how to invest in HDFC mutual fund?
Ans: Logging to investor-web with your user id and password. You can also login via an OTP sent to your KYC registered email id and mobile number. On the homepage, you need to click on dashboard icon.
Go to ‘transact now’ icon on the top of the dashboard and click on purchase. You can either select an existing folio number from the dropdown menu or proceed with a new folio. Enter relevant scheme and investment amount. Review your transaction to check whether the details entered are correct. Read and accept the terms and conditions by clicking on it.
Complete the transaction; this will take you to the payments page, where you have to use your preferred payment method to complete your purchase. To start an SIP Go to ‘transact now’ icon on the top of the dashboard and click on purchase.
You can either select an existing folio number from the dropdown menu or proceed with a new folio. To add a scheme, select your preferred installment frequency and enter your SIP Amount.
Select your SIP start and End date. Underpayment options, choose your preferred bank to proceed with your SIP and click on the review button.
Check whether the transaction details you have entered hitherto is correct and complete the transaction. Remember to make a note of the SIP Registration Number (SRN) generated for your SIP for future reference.
Q13. how to increase SIP amount in HDFC mutual fund?
Ans: There are two ways of increasing your SIP amount. Add amount to Sip or add lumpsum. To add sip, First, you need to fill out another SIP auto debit form and select the date on which you want the additional amount to get auto debited.
The amount will be invested in the fund and your monthly investments will continue. Second, a lot of investors are not aware, that you can add lump sums to the same fund in the same folio or account even if you are investing a lump sum amount.
Just request by filling the SIP lumpsum form and send it to the HDFC email id from your registered email or upload on your account.
Q14. How to get HDFC mutual fund statement online?
Ans: Logging to investor-web.hdfcfund.com/instant-login with your user id and password. You can also login via an OTP sent to your KYC registered email id and mobile number.
On the homepage, you need to click on the dashboard icon. You can generate an account statement for your investments from this portal. To generate an account statement, click on the statements icon on the left-hand bar on the screen.
Q15. How to check HDFC mutual fund online?
Ans: There is a 3-step way to check the HDFC mutual fund account; use your 10-digit registered phone/mobile number to give a missed call on 8506936767, do not hang up until you hear an acknowledging message as a receipt of the missed call.
You will receive an SMS on your registered mobile number providing scheme-wise valuation(s) along with total valuation.
Q16. How to open a mutual fund account in HDFC?
Ans: You can apply online as well as offline. Download the HDFC mutual fund application form from hdfcfund.com. Or register on https://investor-web.hdfcfund.com/instant-login. On the homepage, you need to click on the dashboard icon.
Fill up the form completely. Attach the self-attested KYC documents with the forms. Find the nearest HDFC Mutual find offices/AMC/Agent/Broker/Distributor near your area. You need to visit the office to submit the application form to the officer personally along with an attested copy of mandatory documents.
