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. View More
HDFC Mutual Fund Key Information
- Founded on
- 30th June 2000
- Name of the Mutual Fund
- HDFC Mutual Fund
- Sponsor Name
- Housing Development Finance Corporation Ltd. / abrdn Investment Management Limited
- Trustee Name
- HDFC Trustee Company Limited
- Managing Director & Chief Executive Officer
- Navneet Munot
- Compliance Officer
- Supriya Sapre
- Registrars
- 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: https://www.kfintech.com / https://ris.kfintech.com/ E-mail: einward.ris@kfintech.com Toll Free No.: 1800-309-4001
- Address
- “HDFC House”, 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai – 400020.
HDFC Mutual Fund Managers
Chirag Setalvad - Fund Management and Equity Research - Fund Manager
Mr Setalvad is one of the top Equity fund managers of HDFC mutual fund, managing the AUM of ₹63,256 Cr under 9 different schemes. He has over 22 years of experience collectively, of which 18 years of experience is in Fund Management and Equity Research and 3 years in investment banking.
Srinivasan Ramamurthy - Fund Manager
Mr Srinivasan Ramamurthy is an engineer by qualification from Jadavpur University and has completed his MBA from IIM – Calcutta. Before joining HDFC Asset Management Company Limited, he worked with other known fund houses, including Mahindra Mutual Fund, IDBI Federal Life Insurance, IIFL Capital Limited, Maybank Kim Eng, Credit Suisse and KPMG Advisory. He manages 19 schemes in total with an AUM of ₹11,782 Cr.
Shobhit Mehrotra - Fund Manager
With over 25 years of collective experience in Fixed Income markets, Fixed Income dealing, credit rating and more, Mr Mehrotra manages 22 different schemes with an AUM of ₹35,492 Cr
Gopal Agrawal - Fund Manager
Mr Gopal has worked with several fund houses before joining HDFC. He joined DSP Investment Managers in July 2018 as Head of Macro Strategy & Senior Fund Manager. Before that, he has over 20 years of experience at Tata Mutual Fund, Mirae Asset Mutual Fund and SBI Mutual Fund, managing some of its marquee funds. He has extensive experience in sectors such as Petrochemicals, Capital Goods, Power, Oil & Gas, and more. Mr Agarwal manages 9 HDFC schemes with an AUM of ₹17,987 Cr.
Prashant Jain - Fund Manager
Mr Jain has a collective experience of over 28 years in fund management and research in the Mutual Fund Industry. He manages 9 schemes in total with an AUM of ₹89,500 Cr.
Roshi Jain - Fund Manager
Ms Jain holds many degrees, including CFA, ACA and PGDM. Before joining HDFC AMC, she worked with several other fund houses, including Goldman Sachs, Franklin Templeton Investments, Singapore, Wipro Ltd. and S. R. Batliboi & Co. She manages 5 schemes in total with an AUM of ₹10,242 Cr
Arun Agarwal - Fund Manager
Mr Agarwal holds B.Com. and Chartered Accountant degree. Before joining HDFC AMC, he worked with SBI Funds Management Pvt. Ltd., UTI Asset Management Pvt. Ltd., and ICICI Bank Limited. He manages 13 different schemes with an AUM of ₹21,987 Cr
Krishan Kumar Daga - Fund Manager
Mr Daga has a collective experience of over 29 years, of which 12 years are in fund management and 12 years in Equity Research. He manages 17 schemes with an AUM of ₹25,465 Cr.
Rakesh Vyas - Equity Research - Fund Manager
Mr Vyas holds a rich experience of over 16 years, out of which 3 years are in Application Engineering (Control & Automation) and over 13 years in equity research. He manages 6 schemes with an AUM of ₹1,626 Cr
Anil Bamboli - Fund Manager
Mr Bamboli has over 25 years of experience in Fund Management and Research and Fixed Income dealing. He manages 34 HDFC schemes in the hybrid category with an AUM of ₹66,068 Cr
Anupam Joshi - Fund Manager
Mr Joshi has over 14 years of experience in fund management, research and dealing. He manages 12 different schemes with an AUM of ₹89,089 Cr
Bhagyesh Kagalkar - Fund Manager
Mr Kagalkar is a B.E. and MMS (Finance). Before joining HDFC AMC, he worked with well-known names such as Dolat Capital Markets Ltd., India Infoline Ltd., Sun Engineering Ltd., Al Ahlia Portfolio Securities Co., and IIT Investrust. He manages 6 schemes with an AUM of ₹3,595 Cr
Vikash Agarwal - Debt Fund Management - Fund Manager
A PGDM in Finance from the International School of Business and Media, Mr. Agarwal is the key member of the Debt Fund Management team at JM Financial Mutual Fund India.
How to invest in HDFC Mutual Fund?
Investing in HDFC Mutual Funds is super simple on the 5Paisa platform. As one country’s largest investing platform, 5Paisa allows you to add HDFC and other mutual funds to your portfolio easily. View More
Top 10 HDFC Mutual Fund to Invest
- Fund Name
- Min SIP Investment Amt
- AUM (Cr.)
- 3Y Return
HDFC Small Cap Fund is an Small Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Chirag Setalvad. With an impressive AUM of ₹15,857 Crores, this scheme's latest NAV is ₹100.037 as of 02-06-23.
HDFC Small Cap Fund scheme has delivered a return performance of 33.1% in the last 1 year, 46.2% in the last 3 years, and an 19.3% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹15,857
- 3Y Return
- 33.1%
HDFC Large and Mid Cap Fund is an Large & Mid Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Gopal Agrawal. With an impressive AUM of ₹8,589 Crores, this scheme's latest NAV is ₹218.216 as of 02-06-23.
HDFC Large and Mid Cap Fund scheme has delivered a return performance of 18.2% in the last 1 year, 32.8% in the last 3 years, and an 12% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Large & Mid Cap funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹8,589
- 3Y Return
- 18.2%
HDFC Mid-Cap Opportunities Fund is an Mid Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Chirag Setalvad. With an impressive AUM of ₹36,911 Crores, this scheme's latest NAV is ₹120.768 as of 02-06-23.
HDFC Mid-Cap Opportunities Fund scheme has delivered a return performance of 26.9% in the last 1 year, 36.1% in the last 3 years, and an 19.5% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹36,911
- 3Y Return
- 26.9%
HDFC Hybrid Equity Fund is an Aggressive Hybrid scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Chirag Setalvad. With an impressive AUM of ₹19,438 Crores, this scheme's latest NAV is ₹96.011 as of 02-06-23.
HDFC Hybrid Equity Fund scheme has delivered a return performance of 17% in the last 1 year, 24.7% in the last 3 years, and an 15.2% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Aggressive Hybrid funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹19,438
- 3Y Return
- 17%
HDFC Equity Savings Fund is an Equity Savings scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Anil Bamboli. With an impressive AUM of ₹2,568 Crores, this scheme's latest NAV is ₹57.119 as of 02-06-23.
HDFC Equity Savings Fund scheme has delivered a return performance of 9.9% in the last 1 year, 15.2% in the last 3 years, and an 10.1% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Equity Savings funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹2,568
- 3Y Return
- 9.9%
HDFC Multi-Asset Fund is an Multi Asset Allocation scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Srinivasan Ramamurthy. With an impressive AUM of ₹1,735 Crores, this scheme's latest NAV is ₹56.586 as of 02-06-23.
HDFC Multi-Asset Fund scheme has delivered a return performance of 12.6% in the last 1 year, 20.5% in the last 3 years, and an 11% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Multi Asset Allocation funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹1,735
- 3Y Return
- 12.6%
HDFC Index Fund is an Index scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Nirman Morakhia. With an impressive AUM of ₹8,267 Crores, this scheme's latest NAV is ₹175.9821 as of 02-06-23.
HDFC Index Fund scheme has delivered a return performance of 12.4% in the last 1 year, 24% in the last 3 years, and an 12.5% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Index funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹8,267
- 3Y Return
- 12.4%
HDFC Credit Risk Debt Fund is an Credit Risk scheme that was launched on 25-03-14 and is currently under the management of our experienced fund manager Shobhit Mehrotra. With an impressive AUM of ₹8,572 Crores, this scheme's latest NAV is ₹21.9934 as of 02-06-23.
HDFC Credit Risk Debt Fund scheme has delivered a return performance of 7.5% in the last 1 year, 8.2% in the last 3 years, and an 8.9% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Credit Risk funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹8,572
- 3Y Return
- 7.5%
HDFC Index Fund is an Index scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Nirman Morakhia. With an impressive AUM of ₹4,636 Crores, this scheme's latest NAV is ₹580.6019 as of 02-06-23.
HDFC Index Fund scheme has delivered a return performance of 13.2% in the last 1 year, 23.9% in the last 3 years, and an 12.9% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Index funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹4,636
- 3Y Return
- 13.2%
HDFC Hybrid Debt Fund is an Conservative Hybrid scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Shobhit Mehrotra. With an impressive AUM of ₹2,778 Crores, this scheme's latest NAV is ₹69.1542 as of 02-06-23.
HDFC Hybrid Debt Fund scheme has delivered a return performance of 11.8% in the last 1 year, 13.8% in the last 3 years, and an 9.7% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Conservative Hybrid funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹2,778
- 3Y Return
- 11.8%
Frequently Asked Questions
How can I purchase units of HDFC mutual funds?
There are three different options you have to purchase units of HDFC mutual funds. These are-
- By submitting physical transactions to the fund house directly
- Through the stock exchange platform
- Through online/internet transaction facility
What documents do I need to submit with my initial application to buy HDFC mutual fund units?
Here is the list of documents needed to invest in an HDFC mutual fund for the first time-
- KYC documents of all holders
- Bank account proof
- Power of Attorney (notarized)
- PIO/OCI card
- Board resolution/Authorisation to invest
- List of authorised signatories (with specimen signature)
- Overseas auditors certificate
Are there any additional benefits of investing in HDFC mutual funds with 5Paisa?
Yes. With 5Paisa, you can easily invest in the HDFC Mutual Fund of your choice at ZERO commission. In addition, investing with 5Paisa is entirely safe and gives you benefits such as:
- Professional management of funds
- Complete transparency for liquidity
- Simple SIP or lump sum investment process
- You can invest in HDFC mutual funds by starting a SIP as low as INR 300 or with
- It gives you the flexibility to choose from a wide range of options
What is the minimum amount to start an HDFC mutual fund SIP online?
The minimum amount for each HDFC mutual fund depends on your selected option. However, the lowest amount you can choose for an HDFC mutual fund SIP is INR 300.
What is the facility of registering multiple bank accounts in an HDFC mutual fund folio?
HDFC mutual fund offers a facility for registering up to 5 bank accounts in a folio for receiving your redemption proceeds. Here you need to specify one bank account as default and can register up to 4 additional accounts.
How much should I invest in an HDFC Mutual Fund SIP?
To know the right amount to invest in any HDFC mutual fund, you need to understand the amount of risk involved and the overall tenure of the investment. Based on these parameters and your overall financial goals, you can decide the amount you are most comfortable with.
Can I place unit-based redemption requests for HDFC mutual funds?
The instant redemption facility of HDFC mutual funds only allows you to place an amount- based redemption. Placing units-based redemption requests are not allowed.
Do I need a DEMAT account for investing in HDFC mutual funds with 5Paisa?
No. You don’t necessarily have to open a DEMAT account to buy HDFC Mutual Funds with 5Paisa. All you need to do instead is to download the 5Paisa Mobile Trading App, and you can start investing in mutual funds right away. You can simply download 5paisa Invest App & Open an MF Account.
Can you increase the SIP amount for an HDFC mutual fund?
Yes, you can easily increase the SIP amount at any time. To do so, you need to flow the below procedure-
- Go to the SIP section and select the SIP that you want to increase/revise the amount for
- Once you have selected the SIP of your choice, choose the EDIT SIP option
- Update the SIP amount, frequency, or instalment date as per your preference
- Once you have updated the details, you will receive a notification about the revisions to your SIP
Can I change the bank accounts registered in my HDFC folio?
Yes. Any registered bank account, including the default one, can be changed or replaced using a separate form, details mentioned in an addendum dated 4 June 2009.a