HDFC Mutual Fund, previously known as HDFC Asset Management Co Ltd, was established in 1999 as a joint venture between HDFC Limited and abrdn Investment Management Limited. Today, it stands as one of India’s largest mutual fund houses.
As an asset management company (AMC), HDFC Mutual Fund provides a wide range of mutual fund schemes designed to help investors grow their wealth through professionally managed portfolios. The fund house offers over 100 different funds, catering to various risk-return profiles to meet diverse investor needs.
Also read: What happens to mutual fund investments after the death of account holder?
Here are the top 5 HDFC Mutual Fund equity schemes that have given up to 30% annualised returns in the last 5 years.
HDFC Mid-Cap Opportunities Fund – Direct Plan
5-Year Return: 29.73%
NAV: ₹200.8080 (As of Oct 25, 2024)
Return Since Launch: 22.18%
Expense Ratio: 0.72%
Assets: ₹77,683 crore (As of Sep 30, 2024)
Minimum Investment: ₹100
Launch Date: January 1, 2013
SIP Performance: ₹10,000 SIP turned into ₹51,02,124 with 22.65% annualized returns (Total investment: ₹13,30,000 over 11 years)
HDFC Small Cap Fund – Direct Plan
5-Year Return: 29.36%
NAV: ₹150.8910 (As of Oct 25, 2024)
Return Since Launch: 20.96%
Expense Ratio: 0.68%
Assets: ₹33,963 crore (As of Sep 30, 2024)
Minimum Investment: ₹100
Launch Date: January 1, 2013
SIP Performance: ₹10,000 SIP turned into ₹51,06,142 with 22.67% annualized returns (Total investment: ₹13,30,000 over 11 years)
HDFC Infrastructure Fund – Direct Plan
5-Year Return: 25.91%
NAV: ₹50.7180 (As of Oct 25, 2024)
Return Since Launch: 13.67%
Expense Ratio: 1.10%
Assets: ₹2,607 crore (As of Sep 30, 2024)
Minimum Investment: ₹100
Launch Date: January 1, 2013
SIP Performance: ₹10,000 SIP turned into ₹38,72,960 with 18.14% annualized returns (Total investment: ₹13,30,000 over 11 years)
Also read: Mutual Funds: How new tax rules impact your investments?
HDFC Retirement Savings Fund – Equity Plan – Direct Plan
5-Year Return: 25.72%
NAV: ₹55.5930 (As of Oct 25, 2024)
Return Since Launch: 21.88%
Expense Ratio: 0.66%
Assets: ₹6,168 crore (As of Sep 30,
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