HDFC Mutual Funds

How to Invest in HDFC Mutual Fund Schemes?

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 Required To Invest In HDFC Mutual Fund

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:

• Photograph
•  Pan Card
• Address proof (Aadhar Card (Both Front & Back)/Driving License/Passport/Voter ID Card)
• KYC Authorization Letter. (Please write on a while plain sheet of paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
• Video Selfie: Record a video by facing the camera for 5 seconds.

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 help@scripbox.com. Other users can send “Hi” on HDFC Mutual Fund WhatsApp number 8270682706.

How to Download Mutual Fund Investment Statement?

The following steps will guide you to download your HDFC mutual fund investment statement using the Scripbox App:

• Firstly, login into your account using the Scripbox App.
• Then, on the app, on the right-hand side corner, click on the ‘Profile’ tab and select the ‘Investment History’ option.
• Next, scroll down click on ‘Email Me’, and Scripbox will send you an email with a link to download your Scripbox Investment History.
• Finally, go to your registered email click on the link to download the statement in excel format.

The excel statement will include the following details:

1. Orders Tab: The sheet includes these details: Investor Name, Fund Name, Folio Number, Amount Invested, Date of Investment, Units, Oder NAV, STT, and Purpose.
2. Current Holding Tab: This sheet has the following details: Fund Name, Folio Number, Units, Current Value, and Purpose

Top HDFC Mutual Fund Managers

Fund Manager	Type Of Fund	Number of Schemes
Chirag Setalvad	Equity	8
Prashant Jain	Equity	4
Anil Bamboli	Debt	11
Anupam Joshi	Debt	2
Shobhit Mehrotra	Equity and Debt	7
Amit B Ganatra	Equity	7
Arun Agarwal	Equity	8
Krishan Kumar Daga	Equity	11
Rakesh Vyas	Equity	2
Vikash Agarwal	Debt	2
Gopal Agrawal	Equity	4
Anand Laddha	Equity	1

Explore: Fund Managers

Mr. Chirag Setalvad

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. Prashant Jain

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. Anil Bamboli

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. Anupam Joshi

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. Shobhit Mehrotra

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 Amit B Ganatra

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 Arun Agarwal

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 Krishan Kumar Daga

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 Rakesh Vyas

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 Vikash Agarwal

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 Gopal Agrawal

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 Anand Laddha

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.

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