With an AUM of Rs 535,468 crores, HDFC Mutual Funds offers 86 schemes across different categories including 31 equity, 25 debt, and 10 hybrid mutual funds. Know the HDFC MF scheme details, historical returns, compare and invest in Best HDFC Mutual Fundss. Invest in mutual fund schemes that suit your investment objectives, risk level, and fund options.
HDFC Asset Management Company Limited
₹ 535,468 Crores
10 December 1999
3 July 2000
Housing Development Finance Corporation Limited Standard Life Investments
Mr. Prashant Jain
MD & CEO
Mr. Milind Bharve
1800 3010 6767/ 1800 419 7676 (Toll-free)
HDFC Trustee Company Limited
"HDFC House", 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai- 400020
|Fund name||AUM||NAV||3Y Returns|
|HDFC Large and Mid Cap Fund (G)||₹11883.08 Cr||₹265.87||28%|
|HDFC Gold Fund (G)||₹1640.81 Cr||₹19.19||7.1%|
|HDFC Floating Rate Debt Plan (G)||₹16858.02 Cr||₹43.97||5.4%|
|HDFC Overnight fund (G)||₹10873.46 Cr||₹3450.85||4.6%|
|HDFC Low Duration (G)||₹15555.09 Cr||₹51.47||4.9%|
|HDFC Hybrid Debt Fund (G)||₹2920.58 Cr||₹70.67||11%|
|HDFC Balanced Advantage Fund (G)||₹63980.65 Cr||₹414.19||25%|
|HDFC Index Nifty 50 fund (G)||₹9809.26 Cr||₹195.46||16.9%|
|HDFC Credit Risk Debt Fund (G)||₹8308.59 Cr||₹21.17||5.8%|
|HDFC Banking & PSU Debt Fund (G)||₹6411.33 Cr||₹20.30||4.5%|
|HDFC Hybrid Equity Fund (G)||₹20539.47 Cr||₹98.52||17.5%|
|HDFC Equity Savings Fund (G)||₹3166.65 Cr||₹56.65||12.3%|
|HDFC Money Market fund (G)||₹17558.94 Cr||₹5082.75||5.2%|
|HDFC Short Term Debt Fund (G)||₹12312.22 Cr||₹28.12||4.8%|
|HDFC Flexi Cap Fund (G)||₹39395.62 Cr||₹1454.25||27.9%|
|HDFC Medium Term Debt Fund (G)||₹4240.38 Cr||₹49.55||4.8%|
|HDFC Corporate Bond fund (G)||₹26880.55 Cr||₹28.54||4.7%|
|HDFC Gilt Fund (G)||₹2381.31 Cr||₹48.49||3.5%|
|HDFC Mid Cap Opportunities Fund (G)||₹47846.43 Cr||₹143.70||30.7%|
|HDFC Focused 30 Fund (G)||₹6941.66 Cr||₹168.22||29.8%|
Know the latest NAV, Asset Under Management, and 3-year Return of Best HDFC Mutual Funds. Invest in Scripbox Recommended High Return Mutual Funds Best Suited According To Your Investment Objectives.
Investing in HDFC Mutual Fund schemes online via Scripbox is an easy and convenient process. All you need to do is follow the few simple steps mentioned below.
KYC stands for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfill the KYC procedure before investing in a SEBI registered mutual fund. A KYC form will include details of identity, address, financial status, occupation, and demographic information.
You can get your KYC done with Scripbox. The KYC documents required by Resident Indians and PIO residing in India are:
You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to firstname.lastname@example.org. Other users can send “Hi” on HDFC Mutual Fund WhatsApp number 8270682706.
The following steps will guide you to download your HDFC mutual fund investment statement using the Scripbox App:
The excel statement will include the following details:
|Fund Manager||Type Of Fund||Number of Schemes|
|Shobhit Mehrotra||Equity and Debt||7|
|Amit B Ganatra||Equity||7|
|Krishan Kumar Daga||Equity||11|
Explore: Fund Managers
Mr. Setalvad has a management degree from the US. He joined HDFC Asset Management Company in March 2007 as a Senior Fund Manager of Equities. He is well known for his vast knowledge and great investment skills in the Mutual Fund Industry.
His knowledge in Equity Fund is clearly reflected in the performance of the HDFC midcap opportunities fund which he has managed for more than 6 years now. This fund has had about 47% absolute gains in the past 3 years and 11% returns in the past one year.
Mr. Setalvad manages about 57,928 crore funds in different Schemes like – HDFC Small-cap Fund, HDFC midcap opportunities fund, Multi-Asset Fund, Long-Term Fund Retirement Fund, Equity Fund, etc.
Mr. Jain is a Chief Investment Officer (CIO) at the HDFC Asset Management Company. He is a market veteran with a collective experience of about 28 years in Fund Management and research in the Mutual Fund Industry. His educational qualification includes B.Tech, PGDM, and Chartered Financial Analyst (CFA).
Mr. Jain started his career in 1991 as a Fund In-Charge at SBI Mutual Fund. Later he was appointed as Chief of Investment Officer at Zurich Asset Management Company (India) where he held positions of Head of funds management and Funds Manager in the year 1993.
Since his joining HDFC Asset Management Company in the year 2003 he has become the only Fund Manager who has managed a Fund for 25 years. Presently, he manages investment in around 17 HDFC Mutual Funds Schemes with an AUM of Rs. 90.640 crore.
Mr. Bamboli is a Senior Fund Manager at HDFC Asset Management Company Limited. He was previously associated with SBI Fund House. He has been working in the Mutual fund industry since 1994. Mr. Bamboli was associated with Equities till 2001 and has since been managing Fixed Income portfolios.
He is also an active member of the new initiatives/product development team. Mr. Bamboli has studied a Bachelor of Commerce (Honours) and MMS in Finance. He manages HDFC Dynamic Debt Fund, HDFC Short term debt fund, HDFC Ultra short term fund, HDFC Gilt fund, money market fund and also HDFC overnight fund.
Mr. Joshi is the current Portfolio Manager and Fund Manager of Fixed Income at HDFC Asset Management Company. He holds a PGDBM Degree from Chetana’s Institute of Management and Research. He started his career as a Fixed income Dealer at Asit C. Mehta Investment Intermediates Ltd. In the year 2001. In the year 2003, he was appointed as Dealer in ICAP India Pvt. Ltd. He also worked as Assistant Manager of Fixed Income at PNB Asset Management Company in the year 2005.
Mr. Joshi currently manages an AUM of Rs. 1.23 lakh crore in 11 Schemes in HDFC AMC. The Schemes include Corporate Bond, Liquid Direct Plan, and also Low Duration Funds.
Mr. Mehrotra is the Head of Credit and Senior Fund Manager at HDFC AMC Limited. He joined HDFC AMC in the year 2004 and manages an AUM of Rs. 36,709 Crore invested in 22 HDFC Schemes. These Schemes include Retirement Savings Fund, Floating Rate Debt Fund, Credit Risk Debt Fund, Income Direct Plan, and also Medium Term Debt Fund.
Mr Ganatra joined HDFC Mutual Fund in May 2021. Prior to working with HDFC AMC, he was with Invesco Mutual Fund, DBS Cholamandalam AMC Pvt Ltd and Fidelity. He is a Chartered Financial Analyst from AIMR, Chartered Accountant and also holds a Commerce Degree.
Mr Agarwal has been working with HDFC since August 2020. Prior to working with HDFC AMC, he was with SBI Funds Management Pvt. Ltd., ICICI Bank Limited, and also UTI Asset Management Pvt. Ltd. He holds a B.com Degree and is also a Chartered Account.
Mr Daga joined HDFC AMC in April 2021. Prior to joining HDFC Mutual Fund, he worked with Reliance Mutual Fund, Reliance Capital Ltd., Deutsche Securities, B&K Securities, Brics Securities, JP Morgan Securities and HSBC Securities. He holds a B.Com (H) degree.
Mr Vyas has been working with HDFC since June 2019. Prior to working with HDFC AMC, he was with Lehman Brothers and Nomura. He has done BE Electrical and also holds a PGDM (Business Management) from XLRI Jamshedpur.
Mr Agarwal joined HDFC Mutual Fund in July 2020. Prior to working with HDFC AMC, he worked with Larsen & Toubro Ltd. He is a CFA and also a CA. He also holds a B.com Degree. Presently, he is managing the HDFC Money Market Fund and HDFC Floating Rate Debt Fund.
Mr Agarwal has been working with HDFC Mutual Fund since November 2020 as a fund manager. Prior to working with HDFC AMC, he worked with DSP Mutual Fund, Tata AMC, Mirae Asset Mutual Fund, SBI Mutual Fund, Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL. He holds an MBM degree and also a B.E. degree.
Mr Laddha has joined HDFC Mutual Fund in June 2021. Prior to joining HDFC AMC, he worked with Refco-Sify Securities India Pvt. Ltd. and Alchemy Share & Stock Brokers Pvt. Ltd. Mr Laddha is a CA and holds a B.Com degree. Presently, he manages HDFC Banking & Financial Services Fund.
Established in 1999 as a joint venture, HDFC AMC is one of the leading AMCs in the country. It has a network of 210 branches and 70,000 emplaned distribution networks. The fund house offers over 50 funds catering to different investor needs and have more than 9.4 million active customer accounts. They offer comprehensive and simple savings and investment plans which provide income and wealth creation opportunities. The AMC has consistently delivered a high performance with a strong and high skilled team over the past three decades.
HDFC Mutual Fund has over 50+ funds catering to various investor needs. However, investors need to understand that not all funds suit them. Therefore, they have to pick the fund that best suits their goals and requirements. They can do so by aligning their goals with the fund’s objectives to pick the best fund for them.
One can invest in HDFC Mutual Fund online directly through Scripbox. Alternatively, they can invest in HDFC Mutual Fund through the fund houses’ website. Moreover, they can also invest in HDFC Mutual Fund through any other online platform or mobile application.
A SIP can be stopped online by directly going to the HDFC mutual fund website and logging in with a folio number or any online portal where the investment has been started.
To withdraw money from HDFC Mutual Fund, one can visit the nearest HDFC Mutual Fund office and submit a form. Alternatively, they can visit the HDFC Mutual Fund website and redeem the investment by logging in with the folio number. They can also withdraw their HDFC Mutual Fund investments from any online portal where they first invested.