Founded in December 1999, HDFC Mutual Fund is one of the largest mutual fund houses in India. It began as a joint venture between Standard Life Investments Limited (SLI) and Housing Development Finance Corporation (HDFC).
HDFC Mutual Fund offers more than 100 schemes under various categories. These categories comprise equity schemes, hybrid schemes, ETFs, and numerous debt funds, among others.
A debt fund is a type of mutual fund that invests predominantly in fixed-income securities. Debt instruments come with a pre-decided maturity date and rate of interest. Therefore, investors of the best HDFC debt mutual funds receive yields depending upon the interest earned.
The best HDFC debt mutual funds 2023 allocate their assets in a number of money-market and debt instruments. These include commercial papers, corporate bonds, treasury bills, debentures, and government bonds, among several others.
Like any mutual fund investment, investing in debt MFs has its own set of pluses and minuses. On the upside, these funds extend higher liquidity, stable returns, and more flexibility. Furthermore, as they invest in fixed-income avenues, debt funds usually have lower volatility than other categories of mutual funds. Therefore, investment in the best HDFC debt mutual funds is considered less risky.
On the other hand, debt mutual funds deliver lower returns than other aggressive investment tools, such as equity funds.
HDFC Mutual Fund offers more than 5 schemes under its category of debt funds. These schemes include several short- and long-term options under their investment portfolio.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
HDFC Small Cap Fund | Equity | Very High | 35.3% | 3 | ₹22,560 |
HDFC Short Term Debt Fund | Debt | Moderate | 7.6% | 3 | ₹12,400 |
HDFC Mid-Cap Opportunities Fund | Equity | Very High | 29.9% | 4 | ₹47,236 |
HDFC Top 100 Fund | Equity | Very High | 20.0% | 4 | ₹25,423 |
HDFC Index Fund | Other | Very High | 12.5% | 3 | ₹9,446 |
HDFC Balanced Advantage Fund | Hybrid | Very High | 23.1% | 4 | ₹61,599 |
HDFC Liquid Fund | Debt | Low to Moderate | 6.9% | 2 | ₹56,547 |
HDFC Capital Builder Value Fund | Equity | Very High | 16.8% | 2 | ₹5,684 |
HDFC Index S&P BSE Sensex Fund | Other | Very High | 12.9% | 4 | ₹5,298 |
HDFC Flexi Cap Fund | Equity | Very High | 22.0% | 4 | ₹38,668 |
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Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: The HDFC Small Cap Fund has given 42.14% annualized returns in the past three years and 20.22% in the last 5 years. The HDFC Small Cap Fund belongs to the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Small Cap Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹22,560Cr |
| 1Y Returns | 35.3% |
Fund Performance: The HDFC Short Term Debt Fund has given 5.64% annualized returns in the past three years and 7.6% in the last 5 years. The HDFC Short Term Debt Fund belongs to the Debt category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Short Term Debt Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹12,400Cr |
| 1Y Returns | 7.6% |
Fund Performance: The HDFC Mid-Cap Opportunities Fund has given 35.86% annualized returns in the past three years and 19.77% in the last 5 years. The HDFC Mid-Cap Opportunities Fund belongs to the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Mid-Cap Opportunities Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹47,236Cr |
| 1Y Returns | 29.9% |
Fund Performance: The HDFC Top 100 Fund has given 27.71% annualized returns in the past three years and 13.79% in the last 5 years. The HDFC Top 100 Fund belongs to the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Top 100 Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹25,423Cr |
| 1Y Returns | 20.0% |
Fund Performance: The HDFC Index Fund has given 21.96% annualized returns in the past three years and 12.97% in the last 5 years. The HDFC Index Fund belongs to the Other category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Index Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹9,446Cr |
| 1Y Returns | 12.5% |
Fund Performance: The HDFC Balanced Advantage Fund has given 30.52% annualized returns in the past three years and 16.02% in the last 5 years. The HDFC Balanced Advantage Fund belongs to the Hybrid category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Balanced Advantage Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹61,599Cr |
| 1Y Returns | 23.1% |
Fund Performance: The HDFC Liquid Fund has given 4.71% annualized returns in the past three years and 5.23% in the last 5 years. The HDFC Liquid Fund belongs to the Debt category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Liquid Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹56,547Cr |
| 1Y Returns | 6.9% |
Fund Performance: The HDFC Capital Builder Value Fund has given 26.03% annualized returns in the past three years and 12.71% in the last 5 years. The HDFC Capital Builder Value Fund belongs to the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Capital Builder Value Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹5,684Cr |
| 1Y Returns | 16.8% |
Fund Performance: The HDFC Index S&P BSE Sensex Fund has given 21.64% annualized returns in the past three years and 13.33% in the last 5 years. The HDFC Index S&P BSE Sensex Fund belongs to the Other category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Index S&P BSE Sensex Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹5,298Cr |
| 1Y Returns | 12.9% |
Fund Performance: The HDFC Flexi Cap Fund has given 34.4% annualized returns in the past three years and 16.91% in the last 5 years. The HDFC Flexi Cap Fund belongs to the Equity category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Flexi Cap Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹38,668Cr |
| 1Y Returns | 22.0% |
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