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 NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
HDFC Small Cap FundEquityModerately High-40.4%4star9,872
HDFC Short Term Debt Fund DebtModerately Low9.8%5star12,216
HDFC Mid-Cap Opportunities FundEquityModerately High-28.9%3star23,788
HDFC Top 100 Fund EquityModerately High-30.7%2star18,266
HDFC Balanced Advantage Fund HybridModerately High-24.7%4star44,151
HDFC Liquid FundDebtLow6.2%3star71,026
HDFC Capital Builder Value FundEquityModerately High-34.6%3star4,386
HDFC Equity FundEquityModerately High-32.1%3star23,357
HDFC TaxSaver FundEquityModerately High-32.5%1star7,327
HDFC Floating Rate Debt FundDebtModerately Low8.2%3star11,037
HDFC Hybrid Equity FundHybridModerately High-19.9%3star20,228
HDFC Arbitrage FundHybridModerately Low6.4%2star6,699
HDFC Equity Savings FundHybridModerately High-9.6%3star3,859
HDFC Banking & PSU Debt FundDebtModerate10.4%2star5,323
HDFC Retirement Savings Fund - Hybrid - Equity PlanSolution OrientedModerately High-16.7%4star387
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 -6.33% annualized returns in the last three years. In the last year, its returns were -40.42%. 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 -40.42% 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
AUM9,872Cr
1Y Returns-40.4%

HDFC Short Term Debt Fund Direct Plan Growth

Fund Performance: This fund has given 8.07% annualized returns in the last three years. In the last year, its returns were 9.8%. 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 9.8% 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
AUM12,216Cr
1Y Returns9.8%

HDFC Mid Cap Opportunities Direct Plan Growth

Fund Performance: This fund has given -6.08% annualized returns in the last three years. In the last year, its returns were -28.88%. 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 -28.88% 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
AUM23,788Cr
1Y Returns-28.9%

HDFC Top 100 Fund Direct Plan Growth

Fund Performance: This fund has given -4.12% annualized returns in the last three years. In the last year, its returns were -30.68%. 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 -30.68% 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
AUM18,266Cr
1Y Returns-30.7%

HDFC Balanced Advantage Fund Direct Plan Growth

Fund Performance: This fund has given -2.96% annualized returns in the last three years. In the last year, its returns were -24.69%. 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 -24.69% 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
AUM44,151Cr
1Y Returns-24.7%

HDFC Liquid Direct Plan Growth

Fund Performance: This fund has given 6.76% annualized returns in the last three years. In the last year, its returns were 6.2%. 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 6.2% 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
AUM71,026Cr
1Y Returns6.2%

HDFC Capital Builder Value Fund Direct Plan Growth

Fund Performance: This fund has given -6.21% annualized returns in the last three years. In the last year, its returns were -34.56%. 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 -34.56% 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
AUM4,386Cr
1Y Returns-34.6%

HDFC Equity Direct Plan Growth

Fund Performance: This fund has given -4.7% annualized returns in the last three years. In the last year, its returns were -32.11%. 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 -32.11% 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
AUM23,357Cr
1Y Returns-32.1%

HDFC Taxsaver Direct Plan Growth

Fund Performance: This fund has given -7.97% annualized returns in the last three years. In the last year, its returns were -32.47%. 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 -32.47% 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
AUM7,327Cr
1Y Returns-32.5%

HDFC Floating Rate Debt Fund Direct Plan Growth

Fund Performance: This fund has given 7.63% annualized returns in the last three years. In the last year, its returns were 8.24%. 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 8.24% 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
AUM11,037Cr
1Y Returns8.2%

HDFC Hybrid Equity Fund Direct Plan Growth

Fund Performance: This fund has given -0.76% annualized returns in the last three years. In the last year, its returns were -19.9%. 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 -19.9% 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
AUM20,228Cr
1Y Returns-19.9%

HDFC Arbitrage Fund Wholesale Direct Growth

Fund Performance: This fund has given 6.21% annualized returns in the last three years. In the last year, its returns were 6.38%. 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 6.38% 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
AUM6,699Cr
1Y Returns6.4%

HDFC Equity Savings Direct Plan Growth

Fund Performance: This fund has given 1.96% annualized returns in the last three years. In the last year, its returns were -9.61%. 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 -9.61% 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
AUM3,859Cr
1Y Returns-9.6%

HDFC Banking and PSU Debt Fund Direct Growth

Fund Performance: This fund has given 8.18% annualized returns in the last three years. In the last year, its returns were 10.44%. 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 10.44% 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
AUM5,323Cr
1Y Returns10.4%

HDFC Retirement Savings Fund Hybrid Equity Plan Direct Growth

Fund Performance: This fund has given 1.77% annualized returns in the last three years. In the last year, its returns were -16.68%. It has continually hit its benchmark in the Solution Oriented segment.

Why to invest: It is one of the most remarkable Solution Oriented mutual funds in India. This fund has constantly outperformed other similar funds, providing -16.68% 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
AUM387Cr
1Y Returns-16.7%

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