HDFC Mutual Fund

Q: Are HDFC Mutual Fund mutual fund's schemes safe to invest in?

Yes, HDFC Mutual Fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including HDFC Mutual Fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.

Q: Are HDFC Mutual Fund mutual funds tax-free?

HDFC Mutual Fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.

Q: Which are the top performing funds of HDFC Mutual Fund?

Here are some of the best-performing funds from HDFC Mutual Fund AMC based on past 5-year returns: Fund Name 5-Year Return (%) HDFC NIFTY Realty Index Fund 0% HDFC Technology Fund 0% HDFC Nifty India Digital Index Fund 0% HDFC BSE Sensex Index Fund 8.49% HDFC Nifty Top 20 Equal Weight Index Fund 0%

Q: Are HDFC Mutual Fund a good choice for long-term capital appreciation?

Yes, HDFC Mutual Fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check HDFC Mutual Fund AMC fund performance.

Q: How can I check my HDFC Mutual Fund mutual funds status on Rupeezy?

You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.

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HDFC Mutual Fund

Incorporated in 1999, HDFC AMC was formed as a joint venture between HDFC Limited & erstwhile Standard Life Investments Limited. HDFC Asset Management Company Limited (HDFC AMC) is one of India's largest mutual fund managers with an Average AUM of Rs. 6,63,216.91 Cr as of June 30th, 2024.HDFC group is India’s top financial conglomerate with a presence in housing finance, banking, life and non life insurance, asset management, real estate funds, and education finance. HDFC Limited the holding company of HDFC AMC has a 52.56% share in company's equity share capital.HDFC AMC offers approximately 72 primary schemes. They have a wide network of 228 Investor Service Centres across more than 200 cities. Apart from mutual funds, AMC also offers Portfolio Management Services and Separately Managed Account (SMA) Services to meet the unique investment needs of clients.

List of All HDFC Mutual Fund

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Hybrid

ELSS

Index

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3Y Return

Fund Name	Return	Risk	Cat. Avg
HDFC Defence Fund Equity●Thematic Fund	41.82%	41.82%	-
HDFC Infrastructure Fund Equity●Sector Funds	21.55%	21.55%	-
HDFC Mid Cap Fund Equity●Mid Cap Fund	21.07%	21.07%	-
HDFC NIFTY Midcap 150 Index Fund Equity●Index Funds	20.01%	20.01%	-
HDFC NIFTY Smallcap 250 Index Fund Equity●Index Funds	18.53%	18.53%	-
HDFC NIFTY Next 50 Index Fund Equity●Index Funds	18.02%	18.02%	-
HDFC Flexi Cap Fund Equity●Flexi Cap Fund	17.84%	17.84%	-
HDFC Focused Fund Equity●Focused Fund	17.59%	17.59%	-
HDFC Value Fund Equity●Value Fund	17.51%	17.51%	-
HDFC Large and Mid Cap Fund Equity●Large & Mid Cap	16.65%	16.65%	-
HDFC NIFTY 100 Equal Weight Index Fund Equity●Index Funds	16.21%	16.21%	-
HDFC ELSS Tax saver Equity●Equity Linked Savings Scheme	16.03%	16.03%	-
HDFC Multi Cap Fund Equity●Multi Cap Fund	15.36%	15.36%	-
HDFC Dividend Yield Fund Equity●Dividend Yield	15.14%	15.14%	-
HDFC Balanced Advantage Fund Hybrid●Dynamic Asset Allocation	14.71%	14.71%	-
HDFC Small Cap Fund Equity●Small cap Fund	14.56%	14.56%	-
HDFC Housing Opportunities Fund Equity●Thematic Fund	14.52%	14.52%	-
HDFC Banking & Financial Services Fund Equity●Sector Funds	14.36%	14.36%	-
HDFC NIFTY50 Equal Weight Index Fund Equity●Index Funds	14.34%	14.34%	-
HDFC Multi-Asset Allocation Fund Hybrid●Multi Asset Allocation	13.17%	13.17%	-
HDFC BSE 500 Index Fund Equity●Index Funds	12.36%	12.36%	-
HDFC Large Cap Fund Equity●Large Cap Fund	11.75%	11.75%	-
HDFC Business Cycle Fund Equity●Thematic Fund	11.72%	11.72%	-
HDFC NIFTY 100 Index Fund Equity●Index Funds	10.6%	10.60%	-
HDFC Equity Savings Fund Hybrid●Equity Savings	9.46%	9.46%	-
HDFC Nifty 50 Index Fund Equity●Index Funds	9.22%	9.22%	-
HDFC Hybrid Debt Fund Hybrid●Conservative Hybrid Fund	8.47%	8.47%	-
HDFC Credit Risk Debt Fund Debt●Credit Risk Fund	8.02%	8.02%	-
HDFC Floating Rate Debt Fund Debt●Floating Rate	7.89%	7.89%	-
HDFC Medium Term Debt Fund Debt●Medium Duration	7.79%	7.79%	-
HDFC MNC Fund Equity●Thematic Fund	7.76%	7.76%	-
HDFC Hybrid Equity Fund Hybrid●Aggressive Hybrid Fund	7.71%	7.71%	-
HDFC Short Term Debt Fund Debt●Short Duration	7.61%	7.61%	-
HDFC Nifty G-Sec Jul 2031 Index Fund Debt●Index-Debt	7.59%	7.59%	-
HDFC Low Duration Fund Debt●Low Duration	7.56%	7.56%	-
HDFC NIFTY G-Sec Apr 2029 Index Fund Debt●Index-Debt	7.51%	7.51%	-
HDFC Arbitrage Fund Hybrid●Arbitrage Fund	7.48%	7.48%	-
HDFC Nifty G-Sec Sep 2032 Index Fund Debt●Index-Debt	7.45%	7.45%	-
HDFC NIFTY G-Sec Jun 2036 Index Fund Debt●Index-Debt	7.38%	7.38%	-
HDFC Money Market Fund Debt●Money Market	7.34%	7.34%	-
HDFC Corporate Bond Fund Debt●Corporate Bond	7.33%	7.33%	-
HDFC BSE Sensex Index Fund Equity●Index Funds	7.31%	7.31%	-
HDFC Banking and PSU Debt Fund Debt●Banking and PSU Fund	7.28%	7.28%	-
HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund Debt●Index-Debt	7.24%	7.24%	-
HDFC Ultra Short Term Fund Debt●Ultra Short Duration	7.21%	7.21%	-
HDFC Nifty SDL Oct 2026 Index Fund Debt●Index-Debt	7.19%	7.19%	-
HDFC Nifty G-Sec Jun 2027 Index Fund Debt●Index-Debt	7.14%	7.14%	-
HDFC Nifty G-sec Dec 2026 Index Fund Debt●Index-Debt	7.01%	7.01%	-
HDFC Liquid Fund Debt●Liquid	6.96%	6.96%	-
HDFC Dynamic Debt Fund Debt●Dynamic Bond	6.66%	6.66%	-
HDFC Income Fund Debt●Medium to Long Duration	6.64%	6.64%	-
HDFC Gilt Fund Debt●Gilt	6.43%	6.43%	-
HDFC Overnight Fund Debt●Overnight Fund	6.15%	6.15%	-
HDFC Long Duration Debt Fund Debt●Long Duration	5.78%	5.78%	-
HDFC CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Debt●Index-Debt	-	-	-
HDFC Technology Fund Equity●Sector Funds	-	-	-
HDFC Nifty India Digital Index Fund Equity●Index Funds	-	-	-
HDFC NIFTY200 Momentum 30 Index Fund Equity●Index Funds	-	-	-
HDFC Transportation and Logistics Fund Equity●Thematic Fund	-	-	-
HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Debt●Index-Debt	-	-	-
HDFC NIFTY100 Low Volatility 30 Index Fund Equity●Index Funds	-	-	-
HDFC Nifty500 Multicap 50:25:25 Index Fund Equity●Index Funds	-	-	-
HDFC Nifty100 Quality 30 Index Fund Equity●Index Funds	-	-	-
HDFC Nifty Top 20 Equal Weight Index Fund Equity●Index Funds	-	-	-
HDFC Consumption Fund Equity●Thematic Fund	-	-	-
HDFC Manufacturing Fund Equity●Thematic Fund	-	-	-
HDFC Nifty LargeMidcap 250 Index Fund Equity●Index Funds	-	-	-
HDFC Nifty India Consumption Index Fund Equity●Index Funds	-	-	-
HDFC Innovation Fund Equity●Thematic Fund	-	-	-
HDFC Pharma and Healthcare Fund Equity●Sector Funds	-	-	-
HDFC NIFTY Realty Index Fund Equity●Index Funds	-	-	-
HDFC BSE India Sector Leaders Index Fund Equity●Index Funds	-	-	-

Details of HDFC Mutual Fund

Founding Date	December 10, 1999
Address	HDFC House, 2nd floor, H.T. Parekh Marg, 165-166 Backbay Reclamation, Churchgate Mumbai - 400 020
Email	cliser@hdfcindia.com
Telephone	+91 (22) 66316333

Documents Required to Invest

To invest in HDFC Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

Proof of Identity (PAN, Aadhaar)
Proof of Address (Aadhaar)

How to Invest in HDFC Mutual Fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select HDFC Mutual Fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.

Q1. Are HDFC Mutual Fund mutual fund's schemes safe to invest in?

Q2. Are HDFC Mutual Fund mutual funds tax-free?

Q3. Which are the top performing funds of HDFC Mutual Fund?

Fund Name	5-Year Return (%)
HDFC NIFTY Realty Index Fund	0%
HDFC Technology Fund	0%
HDFC Nifty India Digital Index Fund	0%
HDFC BSE Sensex Index Fund	8.49%
HDFC Nifty Top 20 Equal Weight Index Fund	0%

Q4. Are HDFC Mutual Fund a good choice for long-term capital appreciation?

Q5. How can I check my HDFC Mutual Fund mutual funds status on Rupeezy?

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