HDFC Limited and abrdn Investment Management Limited created HDFC Mutual Fund in 1999. A large Indian mutual fund house, it has Rs 7,59,283 crore of AUM on August 2024, 11.37% of the industry. Fund house went public in August 2018.
As of March 31, 2022, the fund firm had 9.9 million institutional customers and strong equity.
HDFC AMC offers 89 main schemes. These schemes include 24 debt, 50 equity, 11 hybrid, and 3 others. In March 2024, HDFC Balanced Advantage Fund, HDFC Mid-Cap Opportunities Fund, and HDFC Liquid Fund had the largest AUM. The 29-person investment team has a track record of success and business expertise. Consumers and investors are in 200 cities.
How to Invest in HDFC Mutual Fund on Swaraj Finpro.
Investing in HDFC Mutual Fund online is a convenient process and you can do so by following the few simple steps mentioned below:
Step 1. Log-in to your Swaraj Finpro account or register if you don’t have one.
Step 2. Upload your identity proof documents (Aadhaar, Voter ID, PAN, Passport, Driving License, Central or State Government ID card, etc.)
Step 3. Upload your proof of address documents (any identity proof documents with your permanent address, etc.)
Step 4. Select the investment period of your preference.
Step 5. Choose your risk appetite - low, mid, or high.
Step 6. Choose your preferred HDFC Mutual Fund.
Step 7. Click on “Invest One Time” if you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.
The HDFC Mutual Fund
in India you have invested in will show in your Swaraj Finpro account within 3 to 4 working days.
Lets have a closer look
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The HDFC Defence Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The HDFC Defence Fund Fund comes under the Equity category of HDFC Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in HDFC Defence Fund via lump sum is ₹ 100 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities of Defence & allied sector companies.
Scheme Manager: Abhishek Poddar, Dhruv Muchhal.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 3661.03
1 Y Return (%)
: 100.31
Risko-Meter : Very High
Fund Performance: The HDFC NIFTY NEXT 50 ETF Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The HDFC NIFTY NEXT 50 ETF Fund comes under the Equity category of HDFC Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in HDFC NIFTY NEXT 50 ETF via lump sum is ₹ 500 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to provide investment returns that, before expenses, closely correspond to the total returns of the Securities as represented by the NIFTY Next 50 Index, subject to tracking errors.
Scheme Manager: Arun Agarwal, Abhishek Mor.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 39.59
1 Y Return (%)
: 69.31
Risko-Meter : Very High
Fund Performance: The HDFC NIFTY Next 50 Index Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The HDFC NIFTY Next 50 Index Fund Fund comes under the Equity category of HDFC Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in HDFC NIFTY Next 50 Index Fund via lump sum is ₹ 100 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Next 50 Index TRI (underlying Index), subject to tracking errors.
Scheme Manager: Arun Agarwal, Nirman S. Morakhia.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 1567.24
1 Y Return (%)
: 68.04
Risko-Meter : Very High
Fund Performance: The HDFC NIFTY200 MOMENTUM 30 ETF Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The HDFC NIFTY200 MOMENTUM 30 ETF Fund comes under the Equity category of HDFC Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in HDFC NIFTY200 MOMENTUM 30 ETF via lump sum is ₹ 500 and via SIP is ₹ 500.
Scheme Objective: The Scheme seeks to provide investment returns that, before expenses, correspond to the total returns of the Securities as represented by the NIFTY200 Momentum 30 Index, subject to tracking errors.
Scheme Manager: Arun Agarwal, Abhishek Mor.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 60.7
1 Y Return (%)
: 67.00
Risko-Meter : Very High
Fund Performance: The HDFC Transportation and Logistics Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The HDFC Transportation and Logistics Fund Fund comes under the Equity category of HDFC Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in HDFC Transportation and Logistics Fund via lump sum is ₹ 100 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme.
HDFC Mutual Fund
