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.

Top 10 Hdfc Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
HDFC Small Cap FundEquityModerately High0.2%5star5,320
HDFC Capital Builder Value FundEquityModerately High-2.1%4star2,310
HDFC Mid-Cap Opportunities FundEquityModerately High-9.2%3star19,702
HDFC Equity FundEquityModerately High-2.6%3star20,133
HDFC Housing Opportunities Fund - Series 1EquityHighN.A3star0
HDFC Long Term Advantage FundEquityModerately High-1.3%3star0
HDFC EOF - II - 1100D June 2017 (1)EquityModerately HighN.A3star0
HDFC TaxSaver FundEquityModerately High-8.7%2star6,688
HDFC Top 100 Fund EquityModerately High0.1%2star14,699
HDFC Infrastructure FundEquityHigh-27.1%2star806
HDFC Growth Opportunities FundEquityModerately High-2.9%2star1,206
HDFC Focused 30 FundEquityModerately High-9.9%1star448
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 consistently beaten its benchmark in Small Cap segment and provided 18.03% annualized returns in the last 3 years. In the last 1 year, it gave 0.23% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.23% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Chirag Setalvad

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating5star
AUM5,320Cr
1Y Returns0.2%

HDFC Capital Builder Value Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 13.18% annualized returns in the last 3 years. In the last 1 year, it gave -2.11% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.11% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Miten Lathia

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating4star
AUM2,310Cr
1Y Returns-2.1%

HDFC Mid-Cap Opportunities Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 12.3% annualized returns in the last 3 years. In the last 1 year, it gave -9.21% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -9.21% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Chirag Setalvad

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM19,702Cr
1Y Returns-9.2%

HDFC Equity Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided 12.2% annualized returns in the last 3 years. In the last 1 year, it gave -2.59% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.59% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Prashant Jain

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM20,133Cr
1Y Returns-2.6%

HDFC Housing Opportunities Fund - Series 1 - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Diversified segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -100% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -100% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Srinivas Rao Ravuri, Rakesh Vyas

Launch Date6 Nov 2017
Min Investment Amt5,000
Groww Rating3star
AUM0Cr
1Y Returns-100.0%

HDFC Long Term Advantage Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -1.34% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.34% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Chirag Setalvad

Launch Date31 Dec 2012
Min Investment Amt500
Groww Rating3star
AUM0Cr
1Y Returns-1.3%

HDFC EOF - II - 1100D June 2017 (1) - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Diversified segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -100% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -100% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Srinivas Rao Ravuri

Launch Date10 Jul 2017
Min Investment Amt5,000
Groww Rating3star
AUM0Cr
1Y Returns-100.0%

HDFC TaxSaver Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 9.95% annualized returns in the last 3 years. In the last 1 year, it gave -8.66% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -8.66% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Vinay Kulkarni

Launch Date31 Dec 2012
Min Investment Amt500
Groww Rating2star
AUM6,688Cr
1Y Returns-8.7%

HDFC Top 100 Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 12.74% annualized returns in the last 3 years. In the last 1 year, it gave 0.14% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.14% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Prashant Jain

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating2star
AUM14,699Cr
1Y Returns0.1%

HDFC Infrastructure Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 0.67% annualized returns in the last 3 years. In the last 1 year, it gave -27.15% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -27.15% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Srinivas Rao Ravuri

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating2star
AUM806Cr
1Y Returns-27.1%

HDFC Growth Opportunities Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 7.73% annualized returns in the last 3 years. In the last 1 year, it gave -2.89% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.89% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Vinay Kulkarni

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating2star
AUM1,206Cr
1Y Returns-2.9%

HDFC Focused 30 Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Focused segment and provided 7.64% annualized returns in the last 3 years. In the last 1 year, it gave -9.94% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -9.94% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Vinay Kulkarni

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating1star
AUM448Cr
1Y Returns-9.9%

Why invest with Groww?

— Registered with SEBI, AMFI & BSE

— Paperless sign up on web & app

— Expert recommendations

— ZERO fees !

Sign Up

What does investing in HDFC Equity Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in HDFC Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

Investing Articles

Explore all Mutual Funds on Groww

Explore Mutual Funds
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
MOST POPULAR ON GROWW
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | RELIANCE  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP BLACKROCK  | AXIS  | TATA  | L&T  | SUNDARAM  | DHFL PRAMERICA  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | ESSEL  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | ESCORTS  |