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2022 ਲਈ ਚੋਟੀ ਦੀਆਂ 10 ਵਧੀਆ HDFC ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ
HDFC ਮਿਉਚੁਅਲ ਫੰਡ ਸਭ ਤੋਂ ਵੱਡੇ ਵਿੱਚੋਂ ਇੱਕ ਹੈਏ.ਐਮ.ਸੀਭਾਰਤ ਵਿੱਚ ਹੈ। ਫੰਡ ਹਾਊਸ ਸ਼੍ਰੇਣੀਆਂ ਵਿਚ ਇਕਸਾਰ ਫੰਡ ਪ੍ਰਦਰਸ਼ਨ ਪ੍ਰਦਾਨ ਕਰਨ 'ਤੇ ਕੇਂਦ੍ਰਤ ਕਰਦਾ ਹੈ।
ਸਿੰਗਲ ਸਭ ਤੋਂ ਮਹੱਤਵਪੂਰਨਕਾਰਕ ਜੋ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ HDFC ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਪ੍ਰੇਰਿਤ ਕਰਦਾ ਹੈਮਿਉਚੁਅਲ ਫੰਡ ਹੈ, ਜੋ ਕਿ "ਇਹ ਦਿੰਦਾ ਹੈਨਿਵੇਸ਼ਕ ਵਿੱਤੀ ਵਿੱਚ ਲਾਭਦਾਇਕ ਨਿਵੇਸ਼ ਕਰਨ ਦਾ ਮੌਕਾਬਜ਼ਾਰ, ਬਜ਼ਾਰ ਦੇ ਉਤਾਰ-ਚੜ੍ਹਾਅ ਬਾਰੇ ਲਗਾਤਾਰ ਚਿੰਤਾ ਕੀਤੇ ਬਿਨਾਂ। ਫੰਡ ਹਾਊਸ ਮਿਉਚੁਅਲ ਫੰਡ ਸ਼੍ਰੇਣੀ ਦੀਆਂ ਸਕੀਮਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈ ਜਿਵੇਂ- ਇਕੁਇਟੀ, ਕਰਜ਼ਾ, ਸਥਿਰਆਮਦਨ,ਸੇਵਾਮੁਕਤੀ ਫੰਡ, ਆਦਿ।
ਨਿਵੇਸ਼ਕ ਆਪਣੇ ਨਿਵੇਸ਼ ਟੀਚਿਆਂ ਦੇ ਅਨੁਸਾਰ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ ਅਤੇਜੋਖਮ ਦੀ ਭੁੱਖ. ਉੱਚ-ਜੋਖਮ ਲੈਣ ਲਈ ਤਿਆਰ ਨਿਵੇਸ਼ਕ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨਇਕੁਇਟੀ ਫੰਡ ਅਤੇ ਔਸਤ ਜੋਖਮ ਦੀ ਭੁੱਖ ਵਾਲਾ ਵਿਅਕਤੀ ਆਦਰਸ਼ ਰੂਪ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦਾ ਹੈਕਰਜ਼ਾ ਫੰਡ.
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HDFC ਮਿਉਚੁਅਲ ਫੰਡ ਦੀ ਚੋਣ ਕਿਉਂ ਕਰੀਏ?
ਸ਼ਾਨਦਾਰ ਰੇਟਿੰਗਾਂ: ਕੰਪਨੀ ਦੀਆਂ ਕਈ ਸਕੀਮਾਂ ਦੀ CRISIL ਰੇਟਿੰਗ ਤਿੰਨ ਅਤੇ ਇਸ ਤੋਂ ਉੱਪਰ ਹੈ।
ਵਿਕਲਪਾਂ ਦੀ ਵਿਭਿੰਨਤਾ:ਨਿਵੇਸ਼ HDFC ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਇੱਕ ਵਿਆਪਕ ਦੇ ਨਾਲ ਆਉਂਦਾ ਹੈਰੇਂਜ ਚੋਣਾਂ ਦਾ।
ਟੈਕਸ ਲਾਭ: HDFC ਮਿਉਚੁਅਲ ਫੰਡ ਦੀਆਂ ਕੁਝ ਸਕੀਮਾਂ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਟੈਕਸ ਲਾਭ ਪੇਸ਼ ਕਰਦੀਆਂ ਹਨ।
ਨਿਵੇਸ਼ਕ ਦੀ ਲੋੜ ਨੂੰ ਪੂਰਾ ਕਰਨਾ: ਕੰਪਨੀ ਦੇ ਉਤਪਾਦ ਹਨ ਜੋ ਹਰ ਕਿਸਮ ਦੇ ਨਿਵੇਸ਼ਕ ਦੇ ਅਨੁਕੂਲ ਹੋਣਗੇ। ਫੰਡ ਥੋੜ੍ਹੇ ਸਮੇਂ ਤੋਂ ਲੈ ਕੇ ਲੰਬੇ ਸਮੇਂ ਤੱਕ ਅਤੇ ਇੱਥੋਂ ਤੱਕ ਕਿ ਓਪਨ-ਐਂਡ ਤੋਂ ਲੈ ਕੇ ਬੰਦ-ਅੰਤ ਵਾਲੇ ਫੰਡਾਂ ਤੱਕ ਹੁੰਦੇ ਹਨ। ਕੰਪਨੀ ਇਹ ਯਕੀਨੀ ਬਣਾਉਂਦੀ ਹੈ ਕਿ ਨਿਵੇਸ਼ਕ ਨੂੰ ਉਹ ਪ੍ਰਾਪਤ ਹੁੰਦਾ ਹੈ ਜਿਸਦੀ ਉਹਨਾਂ ਨੂੰ ਲੋੜ ਹੁੰਦੀ ਹੈ। ਇਹ ਘੱਟ, ਮੱਧਮ ਅਤੇ ਉੱਚ ਜੋਖਮ ਵਾਲੇ ਉਤਪਾਦਾਂ ਦੀ ਵੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈ।
ਤੁਸੀਂ 2022 ਲਈ ਹੇਠਾਂ ਸੂਚੀਬੱਧ ਚੋਟੀ ਦੀਆਂ 10 ਸਭ ਤੋਂ ਵਧੀਆ HDFC ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਵਿੱਚੋਂ ਇੱਕ ਫੰਡ ਚੁਣ ਸਕਦੇ ਹੋ। ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਕੁਝ ਮਹੱਤਵਪੂਰਨ ਮਾਪਦੰਡਾਂ ਜਿਵੇਂ ਕਿ AUM, ਦੁਆਰਾ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤਾ ਗਿਆ ਹੈ।ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ, ਆਦਿ।
ਵਧੀਆ HDFC ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2023 (%) HDFC Corporate Bond Fund Growth ₹31.1066
↑ 0.01 ₹32,072 5,000 300 2 4.5 8.9 6.2 7 8.2 7.2 HDFC Banking and PSU Debt Fund Growth ₹21.9791
↑ 0.01 ₹5,809 5,000 300 1.9 4.1 8.2 5.9 6.5 7.6 6.8 HDFC Small Cap Fund Growth ₹144.572
↑ 0.10 ₹33,504 5,000 300 0.4 10.3 27.8 24.6 30.7 17.3 44.8 HDFC Balanced Advantage Fund Growth ₹510.432
↓ -0.12 ₹94,866 5,000 300 -0.1 4.9 22.2 22.5 20.6 18.5 31.3 HDFC Equity Savings Fund Growth ₹64.259
↓ -0.02 ₹5,463 5,000 300 0 4.1 13.3 10.3 11.4 9.6 13.8 HDFC Hybrid Debt Fund Growth ₹79.8757
↓ -0.02 ₹3,320 5,000 300 0.8 4.5 12.7 10.3 11.2 10.4 13.9 HDFC Credit Risk Debt Fund Growth ₹23.0164
↑ 0.01 ₹7,461 5,000 300 1.8 4.2 8.6 6.1 7.3 8.1 6.6 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 500 500 1.2 15.4 35.5 20.6 17.4 21.4 HDFC Mid-Cap Opportunities Fund Growth ₹195.138
↑ 1.09 ₹75,037 5,000 300 0.2 9.6 33.3 28 29.7 18.5 44.5 HDFC Infrastructure Fund Growth ₹48.855
↑ 0.24 ₹2,516 5,000 300 -1.9 3 33.1 32.5 26 55.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Dec 24
(Erstwhile HDFC Medium Term Opportunities Fund) To generate regular income through investments in Debt/
Money Market Instruments and Government Securities with
maturities not exceeding 60 months. HDFC Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 29 Jun 10. It is a fund with Moderately Low risk and has given a Below is the key information for HDFC Corporate Bond Fund Returns up to 1 year are on To generate regular income through investments in debt and money market instruments consisting predominantly of securities issued by entities such as Scheduled Commercial Banks and Public Sector undertakings. There is no assurance that the investment objective of the Scheme will be realized. HDFC Banking and PSU Debt Fund is a Debt - Banking & PSU Debt fund was launched on 26 Mar 14. It is a fund with Moderately Low risk and has given a Below is the key information for HDFC Banking and PSU Debt Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on (Erstwhile HDFC Growth Fund and HDFC Prudence Fund) Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. HDFC Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 11 Sep 00. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Balanced Advantage Fund Returns up to 1 year are on The investment objective of the scheme is to provide capital
appreciation and income distribution to the investors using arbitrage
opportunities, investment in equity / equity related instruments and
debt / money market instruments. HDFC Equity Savings Fund is a Hybrid - Equity Savings fund was launched on 17 Sep 04. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Equity Savings Fund Returns up to 1 year are on (Erstwhile HDFC MF Monthly Income Plan - LTP) The primary objective of Scheme is to generate regular returns through investment primarily in Debt and Money Market Instruments. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme`s assets in equity and equity related instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. HDFC Hybrid Debt Fund is a Hybrid - Hybrid Debt fund was launched on 26 Dec 03. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Hybrid Debt Fund Returns up to 1 year are on (Erstwhile HDFC Corporate Debt Opportunities Fund) To generate regular income and capital appreciation by investing predominantly in corporate debt. HDFC Credit Risk Debt Fund is a Debt - Credit Risk fund was launched on 25 Mar 14. It is a fund with Moderate risk and has given a Below is the key information for HDFC Credit Risk Debt Fund Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies. HDFC Mid-Cap Opportunities Fund is a Equity - Mid Cap fund was launched on 25 Jun 07. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Mid-Cap Opportunities Fund Returns up to 1 year are on To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure. HDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 10 Mar 08. It is a fund with High risk and has given a Below is the key information for HDFC Infrastructure Fund Returns up to 1 year are on 1. HDFC Corporate Bond Fund
CAGR/Annualized return of 8.2% since its launch. Ranked 2 in Corporate Bond category. Return for 2023 was 7.2% , 2022 was 3.3% and 2021 was 3.9% . HDFC Corporate Bond Fund
Growth Launch Date 29 Jun 10 NAV (16 Dec 24) ₹31.1066 ↑ 0.01 (0.05 %) Net Assets (Cr) ₹32,072 on 31 Oct 24 Category Debt - Corporate Bond AMC HDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately Low Expense Ratio 0.59 Sharpe Ratio 2.65 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load NIL Yield to Maturity 7.4% Effective Maturity 6 Years 2 Months 5 Days Modified Duration 4 Years 7 Days Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹11,135 30 Nov 21 ₹11,621 30 Nov 22 ₹11,964 30 Nov 23 ₹12,796 30 Nov 24 ₹13,909 Returns for HDFC Corporate Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Dec 24 Duration Returns 1 Month 0.6% 3 Month 2% 6 Month 4.5% 1 Year 8.9% 3 Year 6.2% 5 Year 7% 10 Year 15 Year Since launch 8.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 7.2% 2022 3.3% 2021 3.9% 2020 11.8% 2019 10.3% 2018 6.5% 2017 6.5% 2016 10.6% 2015 8.6% 2014 10.9% Fund Manager information for HDFC Corporate Bond Fund
Name Since Tenure Anupam Joshi 27 Oct 15 9.1 Yr. Dhruv Muchhal 22 Jun 23 1.45 Yr. Data below for HDFC Corporate Bond Fund as on 31 Oct 24
Asset Allocation
Asset Class Value Cash 4.73% Debt 95.04% Other 0.23% Debt Sector Allocation
Sector Value Corporate 54.96% Government 40.09% Cash Equivalent 4.73% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.23% Govt Stock 2039
Sovereign Bonds | -10% ₹3,392 Cr 330,000,000
↑ 5,000,000 7.93% Govt Stock 2033
Sovereign Bonds | -4% ₹1,291 Cr 125,000,000 6.79% Govt Stock 2034
Sovereign Bonds | -3% ₹997 Cr 100,000,000
↓ -50,000,000 State Bank Of India
Debentures | -2% ₹803 Cr 800
↑ 100 7.53% Govt Stock 2034
Sovereign Bonds | -2% ₹760 Cr 75,000,000 Mangalore Refinery And Petrochemicals Limited
Debentures | -2% ₹558 Cr 5,670 Reliance Industries Limited
Debentures | -2% ₹527 Cr 5,000 HDFC Bank Limited
Debentures | -2% ₹510 Cr 50,000 Bajaj Housing Finance Limited
Debentures | -2% ₹504 Cr 50,000 LIC Housing Finance Limited
Debentures | -2% ₹500 Cr 5,000 2. HDFC Banking and PSU Debt Fund
CAGR/Annualized return of 7.6% since its launch. Ranked 6 in Banking & PSU Debt category. Return for 2023 was 6.8% , 2022 was 3.3% and 2021 was 3.7% . HDFC Banking and PSU Debt Fund
Growth Launch Date 26 Mar 14 NAV (16 Dec 24) ₹21.9791 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹5,809 on 31 Oct 24 Category Debt - Banking & PSU Debt AMC HDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately Low Expense Ratio 0.79 Sharpe Ratio 1.7 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load NIL Yield to Maturity 7.37% Effective Maturity 5 Years 1 Month 17 Days Modified Duration 3 Years 7 Months 24 Days Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹11,023 30 Nov 21 ₹11,461 30 Nov 22 ₹11,805 30 Nov 23 ₹12,578 30 Nov 24 ₹13,590 Returns for HDFC Banking and PSU Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Dec 24 Duration Returns 1 Month 0.6% 3 Month 1.9% 6 Month 4.1% 1 Year 8.2% 3 Year 5.9% 5 Year 6.5% 10 Year 15 Year Since launch 7.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 6.8% 2022 3.3% 2021 3.7% 2020 10.6% 2019 10.2% 2018 5.9% 2017 6.3% 2016 10.8% 2015 9.8% 2014 Fund Manager information for HDFC Banking and PSU Debt Fund
Name Since Tenure Anil Bamboli 26 Mar 14 10.69 Yr. Dhruv Muchhal 22 Jun 23 1.45 Yr. Data below for HDFC Banking and PSU Debt Fund as on 31 Oct 24
Asset Allocation
Asset Class Value Cash 4.96% Debt 94.77% Other 0.27% Debt Sector Allocation
Sector Value Corporate 51.11% Government 43.66% Cash Equivalent 4.96% Credit Quality
Rating Value AA 2.04% AAA 97.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.18% Govt Stock 2033
Sovereign Bonds | -5% ₹300 Cr 29,500,000 Indian Railway Finance Corporation Limited
Debentures | -5% ₹277 Cr 27,500 Small Industries Development Bank Of India
Debentures | -4% ₹225 Cr 22,500 7.26% Govt Stock 2033
Sovereign Bonds | -4% ₹220 Cr 21,500,000 Indian Railway Finance Corporation Limited
Debentures | -3% ₹202 Cr 20,000 State Bank Of India
Debentures | -3% ₹176 Cr 175
↑ 75 Bajaj Housing Finance Limited
Debentures | -3% ₹151 Cr 15,000 Rural Electrification Corporation Limited
Debentures | -3% ₹151 Cr 1,500 Small Industries Development Bank Of India
Debentures | -2% ₹140 Cr 14,000 Housing And Urban Development Corporation Limited
Debentures | -2% ₹130 Cr 1,250 3. HDFC Small Cap Fund
CAGR/Annualized return of 17.3% since its launch. Ranked 9 in Small Cap category. Return for 2023 was 44.8% , 2022 was 4.6% and 2021 was 64.9% . HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (16 Dec 24) ₹144.572 ↑ 0.10 (0.07 %) Net Assets (Cr) ₹33,504 on 31 Oct 24 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio 1.8 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹10,999 30 Nov 21 ₹18,727 30 Nov 22 ₹20,683 30 Nov 23 ₹28,599 30 Nov 24 ₹36,115 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Dec 24 Duration Returns 1 Month 7.8% 3 Month 0.4% 6 Month 10.3% 1 Year 27.8% 3 Year 24.6% 5 Year 30.7% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 44.8% 2022 4.6% 2021 64.9% 2020 20.2% 2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% 2014 51.5% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Chirag Setalvad 28 Jun 14 10.44 Yr. Dhruv Muchhal 22 Jun 23 1.45 Yr. Data below for HDFC Small Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 26.57% Consumer Cyclical 18.59% Technology 13.98% Health Care 10.99% Financial Services 10.42% Basic Materials 7.39% Communication Services 2.79% Consumer Defensive 2.04% Utility 0.43% Asset Allocation
Asset Class Value Cash 6.78% Equity 93.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL6% ₹1,997 Cr 58,686,126
↓ -772,429 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX3% ₹1,082 Cr 3,718,907 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321343% ₹1,075 Cr 42,828,792 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM3% ₹1,052 Cr 23,670,534
↑ 250,000 Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW3% ₹852 Cr 13,917,530
↑ 37,641 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5328432% ₹778 Cr 12,453,275 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS2% ₹771 Cr 5,824,193
↓ -200,000 Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP2% ₹706 Cr 5,472,939
↓ -150,000 Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH2% ₹694 Cr 2,350,662 PVR INOX Ltd (Communication Services)
Equity, Since 28 Feb 23 | PVRINOX2% ₹644 Cr 4,101,954 4. HDFC Balanced Advantage Fund
CAGR/Annualized return of 18.5% since its launch. Ranked 23 in Dynamic Allocation category. Return for 2023 was 31.3% , 2022 was 18.8% and 2021 was 26.4% . HDFC Balanced Advantage Fund
Growth Launch Date 11 Sep 00 NAV (16 Dec 24) ₹510.432 ↓ -0.12 (-0.02 %) Net Assets (Cr) ₹94,866 on 31 Oct 24 Category Hybrid - Dynamic Allocation AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.43 Sharpe Ratio 2.5 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹9,985 30 Nov 21 ₹13,508 30 Nov 22 ₹16,323 30 Nov 23 ₹19,916 30 Nov 24 ₹24,965 Returns for HDFC Balanced Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Dec 24 Duration Returns 1 Month 3.7% 3 Month -0.1% 6 Month 4.9% 1 Year 22.2% 3 Year 22.5% 5 Year 20.6% 10 Year 15 Year Since launch 18.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.3% 2022 18.8% 2021 26.4% 2020 7.6% 2019 6.9% 2018 -3.1% 2017 27.9% 2016 9.4% 2015 0.3% 2014 51.8% Fund Manager information for HDFC Balanced Advantage Fund
Name Since Tenure Anil Bamboli 29 Jul 22 2.34 Yr. Gopal Agrawal 29 Jul 22 2.34 Yr. Arun Agarwal 6 Oct 22 2.16 Yr. Srinivasan Ramamurthy 29 Jul 22 2.34 Yr. Nirman Morakhia 15 Feb 23 1.79 Yr. Dhruv Muchhal 22 Jun 23 1.45 Yr. Data below for HDFC Balanced Advantage Fund as on 31 Oct 24
Asset Allocation
Asset Class Value Cash 16.67% Equity 53.2% Debt 30.13% Equity Sector Allocation
Sector Value Financial Services 23.11% Industrials 9.45% Energy 7.72% Consumer Cyclical 4.98% Utility 4.78% Technology 4.34% Health Care 4.26% Consumer Defensive 2.91% Communication Services 2.68% Basic Materials 1.87% Real Estate 1.37% Debt Sector Allocation
Sector Value Government 18.18% Cash Equivalent 16.67% Corporate 11.95% Credit Quality
Rating Value AA 2.32% AAA 96.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | HDFCBANK7% ₹6,173 Cr 35,564,751 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹3,598 Cr 27,841,624
↑ 53,900 State Bank of India (Financial Services)
Equity, Since 31 May 07 | SBIN3% ₹3,236 Cr 39,455,000 NTPC Ltd (Utilities)
Equity, Since 31 Aug 16 | 5325553% ₹2,872 Cr 70,355,915
↓ -500,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 21 | RELIANCE3% ₹2,856 Cr 21,437,788
↑ 6,417,422 7.38% Govt Stock 2027
Sovereign Bonds | -3% ₹2,767 Cr 272,581,800 Coal India Ltd (Energy)
Equity, Since 31 Jan 18 | COALINDIA3% ₹2,525 Cr 55,854,731
↓ -1,427,383 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT2% ₹2,346 Cr 6,476,733
↑ 3,150 Infosys Ltd (Technology)
Equity, Since 31 Oct 09 | INFY2% ₹2,340 Cr 13,314,298 7.18% Govt Stock 2033
Sovereign Bonds | -2% ₹2,333 Cr 228,533,300 5. HDFC Equity Savings Fund
CAGR/Annualized return of 9.6% since its launch. Ranked 12 in Equity Savings category. Return for 2023 was 13.8% , 2022 was 6% and 2021 was 16.8% . HDFC Equity Savings Fund
Growth Launch Date 17 Sep 04 NAV (16 Dec 24) ₹64.259 ↓ -0.02 (-0.03 %) Net Assets (Cr) ₹5,463 on 31 Oct 24 Category Hybrid - Equity Savings AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 2.24 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹10,453 30 Nov 21 ₹12,655 30 Nov 22 ₹13,600 30 Nov 23 ₹14,886 30 Nov 24 ₹16,989 Returns for HDFC Equity Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Dec 24 Duration Returns 1 Month 1.9% 3 Month 0% 6 Month 4.1% 1 Year 13.3% 3 Year 10.3% 5 Year 11.4% 10 Year 15 Year Since launch 9.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 13.8% 2022 6% 2021 16.8% 2020 8.8% 2019 5.8% 2018 0.9% 2017 16.5% 2016 14.1% 2015 2% 2014 15.7% Fund Manager information for HDFC Equity Savings Fund
Name Since Tenure Anil Bamboli 17 Sep 04 20.22 Yr. Arun Agarwal 17 Sep 04 20.22 Yr. Srinivasan Ramamurthy 14 Dec 21 2.97 Yr. Nirman Morakhia 15 Feb 23 1.79 Yr. Dhruv Muchhal 22 Jun 23 1.45 Yr. Data below for HDFC Equity Savings Fund as on 31 Oct 24
Asset Allocation
Asset Class Value Cash 43.84% Equity 32.92% Debt 23.24% Equity Sector Allocation
Sector Value Financial Services 22.15% Consumer Cyclical 10.58% Industrials 5.98% Health Care 5.51% Consumer Defensive 5.25% Basic Materials 4.35% Technology 3.63% Energy 3.59% Utility 2.76% Communication Services 1.88% Debt Sector Allocation
Sector Value Cash Equivalent 43.84% Government 11.41% Corporate 10.27% Securitized 1.57% Credit Quality
Rating Value AA 16.87% AAA 83.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK8% ₹450 Cr 2,593,450
↑ 100,000 Future on HDFC Bank Ltd
Derivatives | -5% -₹296 Cr ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK5% ₹258 Cr 1,998,400
↑ 188,900 United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Nov 16 | UNITDSPR3% ₹175 Cr 1,209,600
↓ -155,900 Future on United Spirits Ltd
Derivatives | -3% -₹155 Cr Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 16 | 5322153% ₹148 Cr 1,276,250
↑ 50,000 Future on Titan Co Ltd
Derivatives | -2% -₹134 Cr Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 17 | TITAN2% ₹134 Cr 409,675 7.18% Govt Stock 2033
Sovereign Bonds | -2% ₹134 Cr 13,100,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Jun 16 | SUNPHARMA2% ₹132 Cr 714,150
↑ 58,450 6. HDFC Hybrid Debt Fund
CAGR/Annualized return of 10.4% since its launch. Ranked 16 in Hybrid Debt category. Return for 2023 was 13.9% , 2022 was 6% and 2021 was 13.4% . HDFC Hybrid Debt Fund
Growth Launch Date 26 Dec 03 NAV (16 Dec 24) ₹79.8757 ↓ -0.02 (-0.03 %) Net Assets (Cr) ₹3,320 on 31 Oct 24 Category Hybrid - Hybrid Debt AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 2.56 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹10,704 30 Nov 21 ₹12,419 30 Nov 22 ₹13,287 30 Nov 23 ₹14,676 30 Nov 24 ₹16,671 Returns for HDFC Hybrid Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Dec 24 Duration Returns 1 Month 1.5% 3 Month 0.8% 6 Month 4.5% 1 Year 12.7% 3 Year 10.3% 5 Year 11.2% 10 Year 15 Year Since launch 10.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 13.9% 2022 6% 2021 13.4% 2020 10.2% 2019 6.6% 2018 0.6% 2017 10.8% 2016 13% 2015 3.8% 2014 24.9% Fund Manager information for HDFC Hybrid Debt Fund
Name Since Tenure Shobhit Mehrotra 1 Sep 07 17.26 Yr. Srinivasan Ramamurthy 14 Dec 21 2.97 Yr. Dhruv Muchhal 22 Jun 23 1.45 Yr. Data below for HDFC Hybrid Debt Fund as on 31 Oct 24
Asset Allocation
Asset Class Value Cash 3.79% Equity 21.63% Debt 74.32% Other 0.26% Equity Sector Allocation
Sector Value Financial Services 8.06% Technology 2.47% Health Care 2.3% Industrials 2.18% Energy 2.17% Utility 1.31% Consumer Cyclical 1.27% Communication Services 0.94% Consumer Defensive 0.78% Basic Materials 0.15% Debt Sector Allocation
Sector Value Government 42.69% Corporate 31.06% Cash Equivalent 3.79% Securitized 0.58% Credit Quality
Rating Value AA 12.93% AAA 87.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.23% Govt Stock 2039
Sovereign Bonds | -3% ₹103 Cr 10,000,000
↑ 2,500,000 7.3% Govt Stock 2053
Sovereign Bonds | -2% ₹77 Cr 7,500,000 HDFC Bank Limited
Debentures | -2% ₹76 Cr 7,500 Sikka Ports & Terminals Limited
Debentures | -2% ₹75 Cr 750 6.68% Govt Stock 2031
Sovereign Bonds | -2% ₹74 Cr 7,500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK2% ₹74 Cr 590,000 7.18% Govt Stock 2037
Sovereign Bonds | -2% ₹71 Cr 7,000,000 7.34% Govt Stock 2064
Sovereign Bonds | -2% ₹67 Cr 6,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 15 Dec 21 | HDFCBANK2% ₹59 Cr 350,000 National Highways Authority Of India
Debentures | -2% ₹52 Cr 500 7. HDFC Credit Risk Debt Fund
CAGR/Annualized return of 8.1% since its launch. Ranked 9 in Credit Risk category. Return for 2023 was 6.6% , 2022 was 3.7% and 2021 was 7% . HDFC Credit Risk Debt Fund
Growth Launch Date 25 Mar 14 NAV (16 Dec 24) ₹23.0164 ↑ 0.01 (0.06 %) Net Assets (Cr) ₹7,461 on 31 Oct 24 Category Debt - Credit Risk AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.51 Sharpe Ratio 2.25 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12-18 Months (0.5%),18 Months and above(NIL) Yield to Maturity 8.51% Effective Maturity 3 Years 3 Months 4 Days Modified Duration 2 Years 3 Months Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹11,021 30 Nov 21 ₹11,835 30 Nov 22 ₹12,249 30 Nov 23 ₹13,038 30 Nov 24 ₹14,139 Returns for HDFC Credit Risk Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Dec 24 Duration Returns 1 Month 0.6% 3 Month 1.8% 6 Month 4.2% 1 Year 8.6% 3 Year 6.1% 5 Year 7.3% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 6.6% 2022 3.7% 2021 7% 2020 10.9% 2019 8.6% 2018 5.4% 2017 6.6% 2016 11% 2015 9% 2014 Fund Manager information for HDFC Credit Risk Debt Fund
Name Since Tenure Shobhit Mehrotra 25 Mar 14 10.7 Yr. Dhruv Muchhal 22 Jun 23 1.45 Yr. Data below for HDFC Credit Risk Debt Fund as on 31 Oct 24
Asset Allocation
Asset Class Value Cash 8.05% Equity 2.2% Debt 89.46% Other 0.3% Debt Sector Allocation
Sector Value Corporate 73.84% Government 12.09% Cash Equivalent 8.05% Securitized 2.65% Credit Quality
Rating Value A 6.26% AA 66.31% AAA 27.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sandur Manganese And Iron Ores Limited (The)
Debentures | -4% ₹297 Cr 30,000 Tata Projects Limited
Debentures | -3% ₹251 Cr 25,000 The Tata Power Company Limited
Debentures | -3% ₹231 Cr 2,190 TATA Motors Limited
Debentures | -3% ₹201 Cr 2,000 Power Finance Corporation Limited
Debentures | -3% ₹200 Cr 1,890
↓ -550 Kalpataru Power Transmission Limited
Debentures | -3% ₹198 Cr 20,000 TATA Motors Limited
Debentures | -3% ₹191 Cr 1,900 Embassy Office Parks Reit
Unlisted bonds | -3% ₹190 Cr 5,007,542 TVS Credit Services Limited
Debentures | -2% ₹181 Cr 180 Kalpataru Power Transmission Limited
Debentures | -2% ₹179 Cr 18,000 8. HDFC Long Term Advantage Fund
CAGR/Annualized return of 21.4% since its launch. Ranked 23 in ELSS category. . HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (14 Jan 22) ₹595.168 ↑ 0.28 (0.05 %) Net Assets (Cr) ₹1,318 on 30 Nov 21 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.27 Information Ratio -0.15 Alpha Ratio 1.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹10,440 30 Nov 21 ₹14,977
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Dec 24 Duration Returns 1 Month 4.4% 3 Month 1.2% 6 Month 15.4% 1 Year 35.5% 3 Year 20.6% 5 Year 17.4% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. HDFC Mid-Cap Opportunities Fund
CAGR/Annualized return of 18.5% since its launch. Ranked 24 in Mid Cap category. Return for 2023 was 44.5% , 2022 was 12.3% and 2021 was 39.9% . HDFC Mid-Cap Opportunities Fund
Growth Launch Date 25 Jun 07 NAV (16 Dec 24) ₹195.138 ↑ 1.09 (0.56 %) Net Assets (Cr) ₹75,037 on 31 Oct 24 Category Equity - Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.51 Sharpe Ratio 2.52 Information Ratio 0.91 Alpha Ratio 7.1 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹11,620 30 Nov 21 ₹16,701 30 Nov 22 ₹19,416 30 Nov 23 ₹25,979 30 Nov 24 ₹35,054 Returns for HDFC Mid-Cap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Dec 24 Duration Returns 1 Month 7.5% 3 Month 0.2% 6 Month 9.6% 1 Year 33.3% 3 Year 28% 5 Year 29.7% 10 Year 15 Year Since launch 18.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 44.5% 2022 12.3% 2021 39.9% 2020 21.7% 2019 0.2% 2018 -11.2% 2017 41.7% 2016 11.3% 2015 5.8% 2014 76.6% Fund Manager information for HDFC Mid-Cap Opportunities Fund
Name Since Tenure Chirag Setalvad 25 Jun 07 17.45 Yr. Dhruv Muchhal 22 Jun 23 1.45 Yr. Data below for HDFC Mid-Cap Opportunities Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 24.13% Consumer Cyclical 16.31% Health Care 12.76% Industrials 11.24% Technology 10.78% Basic Materials 7.43% Communication Services 3.09% Consumer Defensive 2.97% Energy 2.65% Utility 0.71% Asset Allocation
Asset Class Value Cash 7.94% Equity 92.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | 5002714% ₹3,105 Cr 24,198,207
↑ 41,021 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 5008504% ₹2,879 Cr 42,539,672 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK3% ₹2,566 Cr 125,825,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | 5244943% ₹2,511 Cr 15,801,894
↓ -1,100,000 Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE3% ₹2,367 Cr 3,104,120 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND3% ₹2,229 Cr 7,856,892
↑ 75,000 Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | 5328143% ₹2,153 Cr 36,333,547
↑ 546,547 Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Sep 12 | 5008773% ₹2,115 Cr 41,892,187 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 21 | HINDPETRO3% ₹1,985 Cr 52,111,095
↑ 735,735 Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 12 | PERSISTENT3% ₹1,930 Cr 3,592,735
↓ -40,000 10. HDFC Infrastructure Fund
CAGR/Annualized return of since its launch. Ranked 26 in Sectoral category. Return for 2023 was 55.4% , 2022 was 19.3% and 2021 was 43.2% . HDFC Infrastructure Fund
Growth Launch Date 10 Mar 08 NAV (16 Dec 24) ₹48.855 ↑ 0.24 (0.49 %) Net Assets (Cr) ₹2,516 on 31 Oct 24 Category Equity - Sectoral AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.31 Sharpe Ratio 2.5 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹7,874 30 Nov 21 ₹12,612 30 Nov 22 ₹15,451 30 Nov 23 ₹21,801 30 Nov 24 ₹30,101 Returns for HDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Dec 24 Duration Returns 1 Month 6.6% 3 Month -1.9% 6 Month 3% 1 Year 33.1% 3 Year 32.5% 5 Year 26% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2023 55.4% 2022 19.3% 2021 43.2% 2020 -7.5% 2019 -3.4% 2018 -29% 2017 43.3% 2016 -1.9% 2015 -2.5% 2014 73.9% Fund Manager information for HDFC Infrastructure Fund
Name Since Tenure Srinivasan Ramamurthy 12 Jan 24 0.89 Yr. Dhruv Muchhal 22 Jun 23 1.45 Yr. Data below for HDFC Infrastructure Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 42.82% Financial Services 20.05% Basic Materials 10.78% Energy 7.62% Utility 6.64% Communication Services 2.56% Health Care 1.67% Technology 1.26% Real Estate 0.86% Consumer Cyclical 0.54% Asset Allocation
Asset Class Value Cash 4.09% Equity 94.81% Debt 1.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹168 Cr 1,300,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK5% ₹121 Cr 700,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT5% ₹120 Cr 330,000
↑ 60,000 J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL5% ₹119 Cr 1,500,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL4% ₹89 Cr 700,000 NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 5325553% ₹85 Cr 2,084,125 Coal India Ltd (Energy)
Equity, Since 31 Oct 18 | COALINDIA3% ₹77 Cr 1,700,000 G R Infraprojects Ltd (Industrials)
Equity, Since 31 Jul 21 | 5433173% ₹76 Cr 470,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE3% ₹67 Cr 500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL3% ₹65 Cr 400,000
↓ -100,000
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