Best HDFC Equity Mutual Funds
Launched on the 10th of December, 1999, HDFC Asset Management Company Ltd. is among the most popular fund houses in India. The company offers an extensive range of mutual funds and is home to some of the most trustworthy fund managers who ensure that your hard-earned money is invested in the right schemes. Whether you seek growth funds, income funds, or even retirement funds, HDFC AMC Ltd. has it all.
HDFC Mutual Fund has left no stone unturned to cater to investors from all walks of life. Be it any financial goal – long-term, short-term, retirement, tax-saving and so on – HDFC has that plan for you.
Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.
These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.
Purpose: Invest here for your longer duration to get higher returns than debt funds.
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Top 10 Hdfc Mutual Funds
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| HDFC Small Cap Fund | Equity | Moderately High | 15.8% | 3star | ₹8,500 | |
| HDFC Short Term Debt Fund | Debt | Moderately Low | 11.1% | 4star | ₹15,462 | |
| HDFC Mid-Cap Opportunities Fund | Equity | Moderately High | 21.1% | 3star | ₹21,817 | |
| HDFC Top 100 Fund | Equity | Moderately High | 2.7% | 1star | ₹15,922 | |
| HDFC Index Fund - NIFTY 50 Plan | Equity | Moderately High | 10.5% | 3star | ₹1,976 | |
| HDFC Balanced Advantage Fund | Hybrid | Moderately High | 5.0% | 4star | ₹34,716 | |
| HDFC Liquid Fund | Debt | Low | 4.4% | 3star | ₹64,687 | |
| HDFC Capital Builder Value Fund | Equity | Moderately High | 9.7% | 3star | ₹3,924 | |
| HDFC Index Fund - SENSEX Plan | Equity | Moderately High | 11.0% | 4star | ₹1,528 | |
| HDFC Equity Fund | Equity | Moderately High | 3.0% | 2star | ₹18,446 | |
| HDFC TaxSaver Fund | Equity | Moderately High | 1.6% | 1star | ₹6,649 | |
| HDFC Floating Rate Debt Fund | Debt | Moderately Low | 9.2% | 3star | ₹14,534 | |
| HDFC Hybrid Equity Fund | Hybrid | Moderately High | 10.4% | 3star | ₹16,132 | |
| HDFC Arbitrage Fund | Hybrid | Moderately Low | 4.2% | 2star | ₹5,242 | |
| HDFC Equity Savings Fund | Hybrid | Moderately High | 7.1% | 4star | ₹2,687 | |
| View All Top 10 Hdfc Mutual Funds |
Let's have a closer look
Now let us jump and check about these top 10 mutual fund schemes.
HDFC Small Cap Fund Direct Growth
Fund Performance: This fund has given 1.71% annualized returns in the last three years. In the last year, its returns were 15.82%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 15.82% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹8,500Cr |
| 1Y Returns | 15.8% |
HDFC Short Term Debt Fund Direct Plan Growth
Fund Performance: This fund has given 9.3% annualized returns in the last three years. In the last year, its returns were 11.06%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 11.06% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹15,462Cr |
| 1Y Returns | 11.1% |
HDFC Mid Cap Opportunities Direct Plan Growth
Fund Performance: This fund has given 4.84% annualized returns in the last three years. In the last year, its returns were 21.07%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 21.07% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹21,817Cr |
| 1Y Returns | 21.1% |
HDFC Top 100 Fund Direct Plan Growth
Fund Performance: This fund has given 4.77% annualized returns in the last three years. In the last year, its returns were 2.67%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 2.67% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹15,922Cr |
| 1Y Returns | 2.7% |
HDFC Index Fund Nifty 50 Plan Direct Growth
Fund Performance: This fund has given 10.37% annualized returns in the last three years. In the last year, its returns were 10.49%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 10.49% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,976Cr |
| 1Y Returns | 10.5% |
HDFC Balanced Advantage Fund Direct Plan Growth
Fund Performance: This fund has given 4% annualized returns in the last three years. In the last year, its returns were 5%. It has continually hit its benchmark in the Hybrid segment.
Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 5% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹34,716Cr |
| 1Y Returns | 5.0% |
HDFC Liquid Direct Plan Growth
Fund Performance: This fund has given 6.13% annualized returns in the last three years. In the last year, its returns were 4.36%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 4.36% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹64,687Cr |
| 1Y Returns | 4.4% |
HDFC Capital Builder Value Fund Direct Plan Growth
Fund Performance: This fund has given 3.38% annualized returns in the last three years. In the last year, its returns were 9.69%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 9.69% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹3,924Cr |
| 1Y Returns | 9.7% |
HDFC Index Sensex Direct Plan Growth
Fund Performance: This fund has given 11.95% annualized returns in the last three years. In the last year, its returns were 10.99%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 10.99% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,528Cr |
| 1Y Returns | 11.0% |
HDFC Equity Direct Plan Growth
Fund Performance: This fund has given 3.62% annualized returns in the last three years. In the last year, its returns were 3.04%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.04% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹18,446Cr |
| 1Y Returns | 3.0% |
HDFC Taxsaver Direct Plan Growth
Fund Performance: This fund has given -0.33% annualized returns in the last three years. In the last year, its returns were 1.55%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 1.55% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹6,649Cr |
| 1Y Returns | 1.6% |
HDFC Floating Rate Debt Fund Direct Plan Growth
Fund Performance: This fund has given 8.36% annualized returns in the last three years. In the last year, its returns were 9.22%. It has continually hit its benchmark in the Debt segment.
Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 9.22% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹14,534Cr |
| 1Y Returns | 9.2% |
HDFC Hybrid Equity Fund Direct Plan Growth
Fund Performance: This fund has given 6.43% annualized returns in the last three years. In the last year, its returns were 10.41%. It has continually hit its benchmark in the Hybrid segment.
Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 10.41% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹16,132Cr |
| 1Y Returns | 10.4% |
HDFC Arbitrage Fund Wholesale Direct Growth
Fund Performance: This fund has given 5.61% annualized returns in the last three years. In the last year, its returns were 4.15%. It has continually hit its benchmark in the Hybrid segment.
Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 4.15% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹1,00,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹1,00,000 |
|---|---|
| AUM | ₹5,242Cr |
| 1Y Returns | 4.2% |
HDFC Equity Savings Direct Plan Growth
Fund Performance: This fund has given 5.84% annualized returns in the last three years. In the last year, its returns were 7.13%. It has continually hit its benchmark in the Hybrid segment.
Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 7.13% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,687Cr |
| 1Y Returns | 7.1% |
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