hdfc mutual funds
+
Your password should be at least 8 characters long and include letters and numbers.

HDFC Mutual Funds

About HDFC Mutual Fund Asset Management Company:

The HDFC Mutual Fund AMC was established in the year 2000 and is sponsored by Housing Development Finance Corporation Ltd. and Standard Life Investments Ltd. The HDFC Mutual Fund AMC has a total AUM of Rs.3,00,00 crore as on 31st March 2018.
HDFC currently employs over 80,000 people across four countries - India, Bahrain, Dubai, and Hong Kong. Standard Life Investments Ltd. currently employs around 9,000 people. As of December 2012, Standard Life Investments had over $272.6 billion in global assets under management.
Mutual Fund schemes from HDFC have consistently outperformed their competition on many occasions and have established HDFC AMC as one of India’s premier and best-run asset management companies.

How to invest in HDFC Mutual Funds?

Investing in HDFC mutual fund schemes is an easy and hassle-free process when done through the online route. Traditionally, mutual fund investments require trips to the fund house/AMC office and the submission of hard-copies of the following documents, but you can just upload them if you’re investing with FundsIndia:

Documents required to invest in HDFC Mutual Funds

  1. Proof of identity: Any of the following government-issued ID documents/cards can be submitted to HDFC AMC:

    1. PAN Card
    2. Driving License
    3. Passport
    4. Voter’s ID
  2. Proof of address: HDFC AMC will require proof of address in order to begin the investment process. Address proof can be any one of the following government-issued documents/cards:

    1. Driving License
    2. Passport
    3. Voter’s ID
    4. Rental/Purchase agreement of the current address.
  3. Cancelled cheque: In order to link your existing bank account to the investment, HDFC will require you to submit a cancelled cheque from an active bank account that’s in your name.

  4. Passport photographs: Two recent passport-sized photographs are required for processing and verification.

Digital copies of these documents, signed and attested by the investor, can be uploaded to FundsIndia, who will then take it forward and complete the KYC process. Alternatively, the investor will have to print (and in some cases attest) physical copies of these documents and submit it to the AMC in person.

Investing in HDFC Mutual Funds

How to invest in HDFC Mutual Funds Online through FundsIndia

Step 1: Log on to www.fundsindia.com - then create a free-for-life investment account with a secure password.
Step 2: Provide customer information details (your information) online, and then upload digital (soft) copies of the required documents to FundsIndia.
Step 3: Decide which HDFC mutual fund scheme you want to invest in, or heed the advice of our team of dedicated investment professionals and market experts.
Step 4: Pick your investment style - investing all at one go with the lumpsum investment method, or investing a little bit at a time through the SIP (Systematic Investment Plan) method.
Step 5: Watch your wealth multiply on the FundsIndia mobile app or the desktop investment dashboard!

Benefits of investing in HDFC Mutual Funds Online through FundsIndia

What is the FundsIndia advantage?

  1. Safe: FundsIndia incorporates bank-level security protocols to keep your data safe. Your data and money are 100% secured with the latest encryption and cyber-security.

  2. Smart: It’s important to invest in the right place at the right time to reap the best reward. FundsIndia employs a team of expert market analysts and investment advisors to guide your investment in the most profitable direction.

  3. Intuitive: The investment dashboard on the PC and smartphone is highly intuitive and easy to use. Track your investment performance in real time.

  4. Technologically advanced: MoneyMitr is FundsIndia’s state-of-the-art robot investment advisor. The MoneyMitr technology automatically and diligently studies the markets to provide you the best investment options based on your investment goals.

  5. Efficient: No physical paperwork, no standing in queues, no wasting time in traffic. All required documentation and communication happens online in a fully secured environment.

  6. Fast: Document processing and turnaround time are very short, meaning that you will have active investments within just a few days of signing up

  7. Convenient: Your linked bank account will be able to immediately credit and debit funds towards or from the investment scheme at your convenience (depending on the fund type).
To read more benefits of mutual fund investing, click here - Mutual Funds Sahi Hai

Best HDFC Hybrid Funds to Invest in 2019

Hybrid funds invest across asset classes in a predetermined proportion in order to create capital appreciation while also providing a heightened level of investment security through investments in debt instruments. There are many different types of hybrid funds, and the top HDFC hybrid funds in 2019 are:

Scheme name

3 Year Returns

5 Year Returns

HDFC Hybrid Equity Fund Dividend

13.94%

15.48%

HDFC Hybrid Equity Fund Growth

13.94%

15.48%

HDFC Mutual Fund Calculator

Mutual fund calculator tools are easy and efficient ways to determine your investment value over time. SIP calculator also helps you determine how much you’ll have to invest each month to reach your goals, or you can check how much can be earned through regular SIP investments of any amount. To calculate the value of your HDFC mutual fund investments, click here.

Best HDFC Equity Funds to Invest in 2019

HDFC AMC has proven its ability to study equity markets and make profitable investments many times over. Equity funds are considered riskier than other types of mutual fund investments, but also has the potential to provide excellent returns over the long term. The top HDFC equity funds to consider in 2019 are:

Best HDFC Debt Funds to Invest in 2019

Debt fund schemes invest primarily in treasury bills, bank and corporate debt instruments, gilt securities, etc. and aim to provide returns better than fixed deposits to the investor - rather than investing in equities aiming at high capital appreciation. HDFC’s top debt mutual fund schemes in 2019 are:

Best HDFC Tax Saving Funds to Invest in 2019

ELSS or Equity Linked Saving Schemes are also offered by HDFC Mutual Fund Company. The Indian Income Tax Act, 1961, allows for up to Rs.1,50,000 to be exempted from taxable income under Section 80C, if it is invested in specialized mutual fund schemes called ELSS.

Scheme name

3 Year Returns

5 Year Returns

HDFC Tax Saver Fund Growth

15.11%

13.19%

HDFC Tax Saver Fund Dividend

14.61%

12.89%

Best HDFC Mutual Funds to Invest through SIP in 2019

SIP investing is simply another method or route through which a person can invest in mutual fund schemes. Investing in HDFC mutual funds through SIP has many benefits like Rupee cost averaging, disciplined investment schedule, etc. These are the best HDFC mutual fund schemes in which to invest through SIP method:

Scheme name

3 Year Returns

5 Year Returns

HDFC Small Cap Fund Regular Growth

20.28%

19.47%

HDFC Long Term Advantage Fund Growth

17.64%

14.98%

HDFC Prudence Fund Growth

9.56%

16.25%

HDFC Tax Saver Fund Growth

15.11%

13.19%

HDFC Capital Builder Value Fund Growth

16.36%

16.05%

Top HDFC Fund Managers

The level of success that can be attained by any AMC largely boils down to its human capital - i.e. - the people it entrusts with vast sums of money. These people are at the forefront of the investment battlefield making investment and divestment decisions based on market trends and research.
  1. Prashant Jain: With over 20 years of experience in the fields of market research and mutual fund management, Mr. Prashant Jain is the Chief Investment Officer and Executive Director at HDFC AMC.
  2. Mr. Shobith Mehrotra: With over 15 years of experience in the credit rating and fixed income markets, Mr. Shobith Mehrotra is the Senior Fund Manager and Credit Head at HDFC AMC.
  3. Mr. Chirag Setalvad: With over a decade of experience in the equity market and equity-oriented funds, Mr. Chirag Setalvad is the Senior Fund Manager at HDFC AMC.

HDFC Mutual Fund NAV and performance

The NAV or Net Asset Value of a mutual fund scheme is a factor in determining the overall performance of the scheme. Browse through all the mutual fund schemes on offer from HDFC mutual fund AMC here:

List of all HDFC Mutual Fund Schemes

Scheme Name

Sector

Type

Minimum Investment for Lump sum

Minimum Investment for SIP

HDFC Short Term Debt Fund(G)

Debt - Short Duration Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Short Term Debt Fund(FD)

Debt - Short Duration Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Capital Builder Value Fund(D)

Equity - Value Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Capital Builder Value Fund(G)

Equity - Value Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Index Fund-NIFTY 50 Plan(G)

Index Funds - Nifty

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Index Fund-Sensex(G)

Index Funds - Sensex

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Mid-Cap Opportunities Fund(D)

Equity - Mid Cap Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Mid-Cap Opportunities Fund(G)

Equity - Mid Cap Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Hybrid Equity Fund(D)

Hybrid - Aggressive Hybrid Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Hybrid Equity Fund(G)

Hybrid - Aggressive Hybrid Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Corp Bond Fund(G)

Debt - Corporate Bond Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Corp Bond Fund(QD)

Debt - Corporate Bond Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Children's Gift Fund(Lock in)

Solution Oriented - Childrens Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Gold Fund(G)

FoFs (Domestic / Overseas ) - Gold

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Corp Bond Fund(D)

Debt - Corporate Bond Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Money Market Fund(DDR)

Debt - Money Market Fund

Open Ended

Rs. 10000.00

SIP Not Available

HDFC Money Market Fund(G)

Debt - Money Market Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Money Market Fund(WD)

Debt - Money Market Fund

Open Ended

Rs. 5,000.00

SIP Not Available

HDFC Equity Fund(D)

Equity - Multi Cap Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Equity Fund(G)

Equity - Multi Cap Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Gilt Fund(D)

Debt - Gilt Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Gilt Fund(G)

Debt - Gilt Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Medium Term Debt Fund(FD)

Debt - Medium Duration Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Medium Term Debt Fund(G)

Debt - Medium Duration Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Hybrid Debt Fund(G)

Hybrid - Conservative Hybrid Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Hybrid Debt Fund(MD)

Hybrid - Conservative Hybrid Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Hybrid Debt Fund(QD)

Hybrid - Conservative Hybrid Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Equity Savings Fund(D)

Hybrid - Equity Savings

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Equity Savings Fund(G)

Hybrid - Equity Savings

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Floating Rate Debt Fund(DD)

Debt - Floater Fund

Open Ended

Rs. 5,000.00

SIP Not Available

HDFC Floating Rate Debt Fund(WD)

Debt - Floater Fund

Open Ended

Rs. 5,000.00

SIP Not Available

HDFC Floating Rate Debt Fund(MD)

Debt - Floater Fund

Open Ended

Rs. 5,000.00

SIP Not Available

HDFC Floating Rate Debt Fund(G)

Debt - Floater Fund

Open Ended

Rs. 5,000.00

SIP Not Available

HDFC Small Cap Fund-Reg(G)

Equity - Small cap Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Small Cap Fund-Reg(D)

Equity - Small cap Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Credit Risk Debt Fund-(G)

Debt - Credit Risk Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Credit Risk Debt Fund-(QD)

Debt - Credit Risk Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Banking and PSU Debt Fund-Reg(G)

Debt - Banking and PSU Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Banking and PSU Debt Fund-Reg(D)

Debt - Banking and PSU Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Low Duration Fund(DD)

Debt - Low Duration Fund

Open Ended

Rs. 10000.00

Rs. 5,000.00

HDFC Low Duration Fund(G)

Debt - Low Duration Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Low Duration Fund(WD)

Debt - Low Duration Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Low Duration Fund(MD)

Debt - Low Duration Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Focused 30 Fund(D)

Equity - Focused Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Focused 30 Fund(G)

Equity - Focused Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Dynamic Debt Fund(G)

Debt - Dynamic Bond

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Dynamic Debt Fund(HD)

Debt - Dynamic Bond

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Dynamic Debt Fund(QD)

Debt - Dynamic Bond

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Dynamic Debt Fund(AD)

Debt - Dynamic Bond

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Liquid Fund(DD)

Debt - Liquid Fund

Open Ended

Rs. 10000.00

SIP Not Available

HDFC Liquid Fund(G)

Debt - Liquid Fund

Open Ended

Rs. 5,000.00

SIP Not Available

HDFC Liquid Fund(MD)

Debt - Liquid Fund

Open Ended

Rs. 5,000.00

SIP Not Available

HDFC Liquid Fund(WD)

Debt - Liquid Fund

Open Ended

Rs. 5,000.00

SIP Not Available

HDFC TaxSaver(D)

Equity - ELSS

Open Ended

Rs. 1,000.00

Rs. 500

HDFC TaxSaver(G)

Equity - ELSS

Open Ended

Rs. 1,000.00

Rs. 500

HDFC Top 100 Fund(D)

Equity - Large Cap Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Top 100 Fund(G)

Equity - Large Cap Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Growth Opp Fund-Reg(G)

Equity - Large & Mid Cap Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Growth Opp Fund-Reg(D)

Equity - Large & Mid Cap Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Arbitrage-WP(G)

Hybrid - Arbitrage Fund

Open Ended

Rs. 1,00,000.00

Rs. 1,00,000.00

HDFC Arbitrage-WP(MD)

Hybrid - Arbitrage Fund

Open Ended

Rs. 1,00,000.00

Rs. 1,00,000.00

HDFC Arbitrage-WP(D)

Hybrid - Arbitrage Fund

Open Ended

Rs. 1,00,000.00

Rs. 1,00,000.00

HDFC Overnight Fund(DD)

Debt - Overnight Fund

Open Ended

Rs. 10000.00

SIP Not Available

HDFC Overnight Fund(G)

Debt - Overnight Fund

Open Ended

Rs. 5,000.00

SIP Not Available

HDFC Income Fund(QD)

Debt - Medium to Long Duration Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Income Fund(G)

Debt - Medium to Long Duration Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Balanced Advantage Fund(D)

Hybrid - Balanced Advantage

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Balanced Advantage Fund(G)

Hybrid - Balanced Advantage

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Multi-Asset Fund(D)

Hybrid - Multi Asset Allocation

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Multi-Asset Fund(G)

Hybrid - Multi Asset Allocation

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Infrastructure Fund(G)

Equity - Sectoral Fund - Infrastructure

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Infrastructure Fund(D)

Equity - Sectoral Fund - Infrastructure

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Dynamic PE Ratio FOF-Reg(G)

FoFs (Domestic) - Debt Oriented

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Dynamic PE Ratio FOF-Reg(D)

FoFs (Domestic) - Debt Oriented

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Retirement Savings Fund-Equity Plan-Reg(G)

Solution Oriented - Retirement Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Retirement Savings Fund-Hybrid-Equity Plan-Reg(G)

Solution Oriented - Retirement Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Retirement Savings Fund-Hybrid-Debt Plan-Reg(G)

Solution Oriented - Retirement Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Dual Advantage Fund-II-1160D-Jan 2016-Reg(G)

Hybrid - Balanced Hybrid Fund

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Dual Advantage Fund-II-1160D-Jan 2016-Reg(D)

Hybrid - Balanced Hybrid Fund

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Dual Advantage Fund-II-1099D-Mar 2016-Reg(G)

Hybrid - Balanced Hybrid Fund

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Dual Advantage Fund-II-1099D-Mar 2016-Reg(D)

Hybrid - Balanced Hybrid Fund

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Dual Advantage Fund-II-1111D-Apr 2016-Reg(G)

Hybrid - Balanced Hybrid Fund

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Dual Advantage Fund-II-1111D-Apr 2016-Reg(D)

Hybrid - Balanced Hybrid Fund

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Dual Advantage Fund-III-1304D-Aug 2016-Reg(G)

Hybrid - Balanced Hybrid Fund

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Dual Advantage Fund-III-1304D-Aug 2016-Reg(D)

Hybrid - Balanced Hybrid Fund

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Dual Advantage Fund-III-1267D-Oct 2016-Reg(G)

Hybrid - Balanced Hybrid Fund

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Dual Advantage Fund-III-1267D-Oct 2016-Reg(D)

Hybrid - Balanced Hybrid Fund

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Dual Advantage Fund-III-1224D-Nov 2016-Reg(G)

Hybrid - Balanced Hybrid Fund

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Dual Advantage Fund-III-1224D-Nov 2016-Reg(D)

Hybrid - Balanced Hybrid Fund

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Equity Opp Fund-Sr 2-1126D-May 2017(1)-Reg(G)

Equity - Large Cap Fund

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Equity Opp Fund-Sr 2-1126D-May 2017(1)-Reg(D)

Equity - Large Cap Fund

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Equity Opp Fund-Sr 2-1100D-June 2017(1)-Reg(G)

Equity - Large Cap Fund

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Equity Opp Fund-Sr 2-1100D-June 2017(1)-Reg(D)

Equity - Large Cap Fund

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Housing Opp Fund-Sr 1-1140D-Nov 2017(1)-Reg(G)

Equity - Sectoral Fund - Infrastructure

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Housing Opp Fund-Sr 1-1140D-Nov 2017(1)-Reg(D)

Equity - Sectoral Fund - Infrastructure

Close Ended

Rs. 5,000.00

SIP Not Available

HDFC Ultra Short Term Fund-Reg(G)

Debt - Ultra Short Duration Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Ultra Short Term Fund-Reg(DD)

Debt - Ultra Short Duration Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Ultra Short Term Fund-Reg(WD)

Debt - Ultra Short Duration Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00

HDFC Ultra Short Term Fund-Reg(MD)

Debt - Ultra Short Duration Fund

Open Ended

Rs. 5,000.00

Rs. 1,000.00