HDFC Mutual Fund

HDFC Asset Management Company Limited is the Investment Manager of all HDFC Mutual Fund schemes. It is one of the most trusted mutual fund houses in India. With Assets Under Management (AUM) of over INR 4.4 Trillion, it is also among the country’s largest and richest mutual fund houses. The fund house was founded in 1999 as a joint venture between Housing Finance Development Corporation or HDFC and abrdn Investment Management Limited (erstwhile Standard Life Investments Limited).

While HDFC holds a 52.6% stake in the AMC, abrdn Investment Management Limited holds 16.2% shares. The HDFC group is a leading financial conglomerate in sectors like banking, housing finance, insurance, real estate funds, asset management, and education finance. abrdn Investment Management Limited manages assets worth UK Pound 532 billion of over 1 million shareholders. The company launched an Initial Public Offering (IPO) in 2017-18 and was listed on 6th August 2018. Its current share price is INR 2,201 (as of 11th February 2022).

Top 10 HDFC Mutual Fund Schemes –

Fund Name
1Y Returns
Fund Size (in Cr)
HDFC Retirement Savings Fund – Equity – Dir Growth Solution Oriented Very High 16.51 4 2,163
HDFC Small Cap Fund – Direct (IDCW) Equity Very High 14.70 1 12,956
HDFC Small Cap Fund – Direct Growth Equity Very High 14.69 3 12,956
HDFC Mid-Cap Opportunities Fund – Direct Growth Equity Very High 10.09 2 31,837
HDFC Mid-Cap Opportunities Fund – Direct (IDCW) Equity Very High 9.99 4 31,837
HDFC Gold Fund – Direct Growth Other Moderately High 4.43 4 1,367
HDFC Large and Mid Cap Fund – Direct Growth Equity Very High 15.27 2 5,945
HDFC Large and Mid Cap Fund – Direct (IDCW) Equity Very High 15.24 2 5,945
HDFC FMP-1232Days-Nov2018(1)(XLIII) Growth Debt Moderate 11.18 - 641
HDFC FMP-1280Days-Oct2018(1)(XLIII) Growth Debt Moderate 11.18 - 122

HDFC MF offers schemes across multiple asset classes like equity, debt, hybrid, fund of funds, arbitrage, ETFs, etc., and aims to provide fascinating wealth creation opportunities to its 9.2 million live accounts. HDFC AMC has a dominant market share in equity-oriented funds. Retail investors occupy a prominent space in HDFC MF’s net customer base. Retail investors contribute the most to the company’s total AUM. Some HDFC MF schemes have been in the market for over 25 years, witnessing multiple market cycles to deliver higher-than-benchmark returns year after year.

HDFC MF has a stellar distribution network with over 70 thousand empanelled mutual fund and national distributors and banks offering its services all across India. HDFC mutual funds also offer online investment facilities in India. The fund house has 227 branches in 200 Indian cities. Its employee strength is 1,203. Besides mutual fund services, the company also offers portfolio management and segregated discretionary and non-discretionary advisory services to domestic and global corporate houses, family offices, high net worth individuals, provident funds, and trusts.

HDFC AMC’s total AUM is INR 3.96 lakh crore (as of 31st March 2021). The fund house’s Profit After Tax (PAT) grew by 22.64% from INR 1,262 crore in FY 20 to INR 1,326 crore in FY 21. Its dividend per share has increased from INR 28 in FY 20 to INR 34 in FY 21. Moreover, the AUM has increased from INR 3,19,090 crore to INR 3,95,476 crore. HDFC MF presently offers the following number of schemes for online and offline investments:

Equity-oriented schemes – 24
Debt-oriented schemes – 68
Liquid schemes – 2
Other schemes – 7

HDFC Asset Management Company Limited – Key Information

Mutual Fund Name HDFC Mutual Fund
Founded On 30th June 2000
Sponsors Housing Development Finance Corporation Ltd. / abrdn Investment Management Limited
Trustee HDFC Trustee Company Limited
Non-Executive Director and Chairman Mr Deepak S. Parekh
Managing Director Navneet Munot
Executive Director & Chief Investment Officer Mr Prashant Jain
Chief Compliance Officer Supriya Sapre
Head Office “HDFC House”, 2nd Floor,

H. T. Parekh Marg, 165-166,

Backbay Reclamation,

Churchgate, Mumbai – 400020.

Registrar and Transfer Agent KFin Technologies Private Limited (Formerly known as Karvy Fintech Private Limited) Selenium Tower B, Plot 31-32, Financial District, Nanakramguda, Serilingampally Mandal, Hyderabad – 500 032, Telangana. Website: / E-mail: Toll Free No.: 1800-309-4001

How to Invest in HDFC Mutual Funds on 5paisa?

You can invest in any HDFC Mutual fund schemes via 5paisa App & Website.

You need to have an All-in-one account with 5paisa to start your mutual fund investments. If you do not have one, open an account today! Opening All-in-one account with 5paisa is simple and hassle-free

Below are the steps to invest in HDFC Mutual Fund on 5paisa –

Step 1 – Login to 5paisa. If you do not have an account, you can register and create a new one right away.

Step 2 – Once logged in to your account, you can search for the preferred HDFC Mutual fund scheme. Alternatively, you can view All Mutual Funds and choose HDFC AMC from the filter.

Step 3 – Select the Best fund according to your criteria.

Step 4 – If you wish to invest a lumpsum amount, click on “One-Time”. Alternatively, you can start an SIP by clicking on “Start SIP”.

Step 5 – Once you have made the payment, you will see the investment status in your orderbook.

Your HDFC Bank Mutual Fund Investment with 5paisa is complete and you can enjoy the returns!

Download 5paisa App and start investing in Mutual Funds in easily.

HDFC Asset Management Company Limited – Top Fund Managers

Mr Anil Bamboli

Mr Anil Bamboli, MMS (Finance), B.Com, joined HDFC AMC in July 2003. Before joining HDFC MF, he worked with SBI Funds Management Pvt Ltd as Asst. Vice President. He is a Senior Fund Manager at HDFC AMC. He worked actively in the Indian equity market until 2001, after which he moved to the fixed income segment. He managed the top funds, including HDFC Dynamic Debt Fund, HDFC Short Term Debt Fund, HDFC Gilt Fund, etc.

Mr Gopal Agrawal

With more than seventeen years of experience, Mr Gopal Agrawal joined HDFC MF as a Senior Fund Manager in July 2020. Before joining HDFC MF, he was the Head of Macro Strategy and Senior Fund Manager in equity at DSP Mutual Fund. He was also associated with Tata Mutual Fund as the Chief Investment Officer and Mirae Asset Mutual Fund as the Chief Investment Officer and strategist.

Mr Rakesh Vyas

Mr Rakesh Vyas pursued his business management from XLRI Jamshedpur and joined Lehman Brothers as Team Analyst. He then moved to Nomura as a Lead Analyst (Utilities) before joining HDFC AMC in 2010. His present designation in HDFC AMC is Fund Manager – Equities and Senior Equity Analyst. Mr Vyas has over sixteen years of experience in Application Engineering (Control & Automation) and equity research. He manages HDFC Infrastructure Fund and HDFC Housing Opportunities Fund.

Mr Krishan Kumar Daga

Mr Krishan Kumar Daga, C.A. Inter, B.Com, joined HDFC AMC in September 2015. Before joining HDFC AMC, he worked at Reliance Mutual Fund as Fund Manager – Equity, Deutsche Bank as Vice President in Equity Research, Batlivala & Karani Securities India Pvt. Ltd. as Quantitative Analyst in Equity Research, and Brics Securities as Quantitative Analyst in Equity Research. At HDFC MF, Mr Daga manages funds like Arbitrage Fund, Multi-Asset Fund, Equity Saving Fund, and Gold Fund.