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.
Why invest with Groww?
— Registered with SEBI, AMFI & BSE
— Paperless sign up on web & app
— Expert recommendations
— ZERO fees !
Top 10 Hdfc Mutual Funds
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| HDFC Small Cap Fund | Equity | Very High | 32.1% | 3star | ₹9,069 | |
| HDFC Short Term Debt Fund | Debt | Moderate | 8.6% | 4star | ₹18,390 | |
| HDFC Mid-Cap Opportunities Fund | Equity | Very High | 25.5% | 3star | ₹23,988 | |
| HDFC Top 100 Fund | Equity | Very High | 21.1% | 2star | ₹17,715 | |
| HDFC Index Fund - NIFTY 50 Plan | Equity | Very High | 22.1% | 3star | ₹2,343 | |
| HDFC Balanced Advantage Fund | Hybrid | Very High | 20.3% | 4star | ₹38,279 | |
| HDFC Liquid Fund | Debt | Low to Moderate | 3.9% | 3star | ₹62,050 | |
| HDFC Capital Builder Value Fund | Equity | Very High | 23.0% | 3star | ₹4,204 | |
| HDFC Index Fund - SENSEX Plan | Equity | Very High | 21.5% | 5star | ₹1,770 | |
| HDFC Equity Fund | Equity | Very High | 23.0% | 2star | ₹21,241 | |
| HDFC TaxSaver Fund | Equity | Very High | 15.3% | 1star | ₹7,580 | |
| HDFC Floating Rate Debt Fund | Debt | Moderate | 8.2% | 3star | ₹16,001 | |
| HDFC Hybrid Equity Fund | Hybrid | Very High | 22.6% | 3star | ₹16,617 | |
| HDFC Arbitrage Fund | Hybrid | Low | 3.7% | 2star | ₹5,213 | |
| HDFC Equity Savings Fund | Hybrid | Moderately High | 14.4% | 3star | ₹2,416 | |
| 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 5.78% annualized returns in the last three years. In the last year, its returns were 32.06%. 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 32.06% 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 | ₹9,069Cr |
| 1Y Returns | 32.1% |
HDFC Short Term Debt Fund Direct Plan Growth
Fund Performance: This fund has given 9.01% annualized returns in the last three years. In the last year, its returns were 8.62%. 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 8.62% 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 | ₹18,390Cr |
| 1Y Returns | 8.6% |
HDFC Mid Cap Opportunities Direct Plan Growth
Fund Performance: This fund has given 8.94% annualized returns in the last three years. In the last year, its returns were 25.48%. 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 25.48% 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 | ₹23,988Cr |
| 1Y Returns | 25.5% |
HDFC Top 100 Fund Direct Plan Growth
Fund Performance: This fund has given 9.59% annualized returns in the last three years. In the last year, its returns were 21.14%. 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 21.14% 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 | ₹17,715Cr |
| 1Y Returns | 21.1% |
HDFC Index Fund Nifty 50 Plan Direct Growth
Fund Performance: This fund has given 12.93% annualized returns in the last three years. In the last year, its returns were 22.09%. 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 22.09% 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 | ₹2,343Cr |
| 1Y Returns | 22.1% |
HDFC Balanced Advantage Fund Direct Plan Growth
Fund Performance: This fund has given 9.09% annualized returns in the last three years. In the last year, its returns were 20.25%. 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 20.25% 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 | ₹38,279Cr |
| 1Y Returns | 20.3% |
HDFC Liquid Direct Plan Growth
Fund Performance: This fund has given 5.86% annualized returns in the last three years. In the last year, its returns were 3.89%. 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 3.89% 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 | ₹62,050Cr |
| 1Y Returns | 3.9% |
HDFC Capital Builder Value Fund Direct Plan Growth
Fund Performance: This fund has given 6.96% annualized returns in the last three years. In the last year, its returns were 23.04%. 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 23.04% 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 | ₹4,204Cr |
| 1Y Returns | 23.0% |
HDFC Index Sensex Direct Plan Growth
Fund Performance: This fund has given 14.28% annualized returns in the last three years. In the last year, its returns were 21.54%. 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 21.54% 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 | ₹1,770Cr |
| 1Y Returns | 21.5% |
HDFC Flexi Cap Direct Plan Growth
Fund Performance: This fund has given 9.5% annualized returns in the last three years. In the last year, its returns were 22.96%. 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 22.96% 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 | ₹21,241Cr |
| 1Y Returns | 23.0% |
HDFC Taxsaver Direct Plan Growth
Fund Performance: This fund has given 4.06% annualized returns in the last three years. In the last year, its returns were 15.34%. 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 15.34% 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 | ₹7,580Cr |
| 1Y Returns | 15.3% |
HDFC Floating Rate Debt Fund Direct Plan Growth
Fund Performance: This fund has given 8.24% annualized returns in the last three years. In the last year, its returns were 8.19%. 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 8.19% 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 | ₹16,001Cr |
| 1Y Returns | 8.2% |
HDFC Hybrid Equity Fund Direct Plan Growth
Fund Performance: This fund has given 10.27% annualized returns in the last three years. In the last year, its returns were 22.61%. 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 22.61% 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 | ₹16,617Cr |
| 1Y Returns | 22.6% |
HDFC Arbitrage Fund Wholesale Direct Growth
Fund Performance: This fund has given 5.51% annualized returns in the last three years. In the last year, its returns were 3.74%. 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 3.74% 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 | ₹5,213Cr |
| 1Y Returns | 3.7% |
HDFC Equity Savings Direct Plan Growth
Fund Performance: This fund has given 8.13% annualized returns in the last three years. In the last year, its returns were 14.36%. 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 14.36% 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 | ₹2,416Cr |
| 1Y Returns | 14.4% |
Explore all Mutual Funds on Groww
