Best Schemes of HDFC Mutual Fund for Investment in 2019
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HDFC Mutual Fund is among the best fund houses in India and recently it has become the most chosen one as well with the highest AUM in the Indian Mutual Fund Market. This shows that how much trust the investors have in the management of the fund house, and the AMC make sure this trust remains by helping the investors in achieving their long term as well as short term goals.
Over the course of 19 years, HDFC Mutual Fund AMC has added a lot of top schemes in the different categories, to provide benefits to investors with different goals, risk appetite, and investment tenure.
Table Of Content
Top 5 schemes of HDFC Mutual Fund in which you can invest in 2019.
HDFC Top 100 Fund (G)
Basic Details | |
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Category | Equity: Large Cap |
Benchmark | NIFTY 100 TRI |
Launch Date | 11-Oct-96 |
Asset Size | Rs. 16,705 crore (As on Apr 30, 2019) |
Expense Ratio | 1.85% (As on Apr 30, 2019) |
Minimum Investment | Rs. 5000 |
Minimum SIP | Rs. 500 |
Return Since Inception | 20.09% |
Exit Load | 1% for redemption within 365 days |
HDFC Top 100 Fund is one of the best schemes in terms of providing risk adjusted returns to the investors. This large cap fund of HDFC Mutual Fund invests in the companies ranked 1-100 in the equity market w.r.t market capitalization. The scheme is following a partially focused style of investing and currently has investments in 48 stocks. To provide investors with an optimal growth the large cap scheme of HDFC MF is following a blend of value and growth investing. Also, in addition to the large caps, 10.17% of the total equity investments are in Midcap space. The sector allocation is also distributed with major allocation in the finance sector, and the other top sectors include energy, technology, construction, and FMCG. This large cap fund has generated spectacular returns in the past and looking at the current investment style a good growth can be expected in the future as well.
- 100% Paperless
- No Transaction Charges
- Easy to Invest
- Safe & Secure
HDFC Mid-Cap Opportunities Fund (G)
Basic Details | |
---|---|
Category | Equity: Mid Cap |
Benchmark | NIFTY Midcap 100 TRI |
Launch Date | 25-Jun-07 |
Asset Size | Rs. 22,244 crore (As on Apr 30, 2019) |
Expense Ratio | 1.88% (As on Apr 30, 2019) |
Minimum Investment | Rs. 5000 |
Minimum SIP | Rs. 500 |
Return Since Inception | 15.32% |
Exit Load | 1% for redemption within 365 days |
Mid cap space is expected to show good growth in the coming years and the best option to experience this growth is the mid cap scheme of HDFC Mutual Fund. The scheme invests predominantly in companies that rank 101-250 in the equity market w.r.t market capitalization to provide high long term growth to investors. To manage the risk in the mid caps, the scheme is following a diversified style of investing with currently having investments in 66 stocks. The stock picking style is growth oriented, which further lowers the risk associated. In addition to mid caps, HDFC Midcap Opportunities Fund also has a considerable investment in the small cap space (13.20%), and a small part in large caps (2.65%). In the portfolio, Finance (23.85%) holds the highest allocation, and chemicals, engineering, healthcare, Cons Durable, and automobile also hold considerable investments.
HDFC Small Cap Fund (G)
Basic Details | |
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Category | Equity: Small Cap |
Benchmark | NIFTY Small Cap 100 TRI |
Launch Date | 03-Apr-08 |
Asset Size | Rs.7,660 crore (As on Apr 30, 2019) |
Expense Ratio | 2.02% (As on Apr 30, 2019) |
Minimum Investment | Rs. 5000 |
Minimum SIP | Rs. 500 |
Return Since Inception | 14.24% |
Exit Load | 1% for redemption within 365 days |
HDFC Small Cap Fund is one of the best schemes of the small cap category and has provided investors with spectacular returns. The scheme invests in the companies that are rank 251 and more in the equity market w.r.t market capitalization to provide high long term capital growth. This small cap scheme of HDFC Mutual Fund AMC is following a diversified style of investing and has investments in 70 stocks. To maintain liquidity, 13% of the total investments is allocated in the debt space. Now, what makes this scheme unique is that in addition to small caps (57.85%), the scheme is also investing a considerable part in the mid cap space. The sector allocation is also diversified and the top allocation is in services, chemicals, engineering, finance, and automobile sector. A good choice for investors with a long term investment tenure and a moderately high risk appetite.
HDFC Hybrid Equity Fund (G)
Basic Details | |
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Category | Hybrid: Aggressive Hybrid |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 |
Launch Date | 11-Sep-00 |
Asset Size | Rs.22,384 crore (As on Apr 30, 2019) |
Expense Ratio | 1.81% (As on Apr 30, 2019) |
Minimum Investment | Rs. 5000 |
Minimum SIP | Rs. 500 |
Return Since Inception | 15.87% |
Exit Load | 1% for redemption within 365 days |
HDFC Hybrid Equity Fund through its exceptional performance has managed to stay in the top ranks in the aggressive hybrid category. This aggressive hybrid scheme of HDFC Mutual Fund invests in a mix of equity and debt instruments to provide optimal growth to investors. As of now, the scheme has 70% investments in the equity space, 28.94% in the debt and the rest in the 1.06%. In the equity space, the scheme follows a large cap oriented stock picking, and finance is the most preferred sector. In the debt space, instruments with high credit quality and medium interest rate sensitivity are chosen to provide stable growth. A perfect scheme for investors who want to enjoy the growth of the equity market and stability from the debt space.
- 100% Paperless
- No Transaction Charges
- Easy to Invest
- Safe & Secure
HDFC Short Term Debt Fund (G)
Basic Details | |
---|---|
Category | Equity: Short Duration |
Benchmark | CRISIL Short-Term Bond |
Launch Date | 25-Jun-10 |
Asset Size | Rs.7,681 crore (As on Apr 30, 2019) |
Expense Ratio | 2.02% (As on Apr 30, 2019) |
Minimum Investment | Rs. 5000 |
Minimum SIP | Rs. 1000 |
Return Since Inception | 8.61% |
Exit Load | 0 |
HDFC Short Term Debt Fund is a great scheme for investors who want stable returns with a lower level of risk, and high liquidity. This scheme invests in debt and money market instruments in such a way that the Macaulay duration of the portfolio stays between 1 to 3 years. The instruments selected are of high credit quality and medium interest rate sensitivity. As of now, the scheme has 83.90% in the AAA rated instruments, 5.83% in the AA rated instruments, 5.25% in cash equivalents, 4.60% in A1+ rated instruments, and rest in SOVs and A or below instruments.
These were the top schemes of HDFC Mutual Fund in which you can invest to enjoy a great growth in the future. From the above schemes, you can either choose a single scheme or can also create a balanced portfolio after selecting multiple schemes, as per your requirements. In case you have any problem with the selection, feel free to connect with the experts.
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Best Funds
Top funds | 1M Return | 6M Return | 1Y Return | 3Y Return | 5Y Return |
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HDFC Large Cap Fund - Growth Option - Regular Plan | 1.61% | 15.94% | 38.14% | 21.82% | 20.19% | Invest | |
HDFC Mid-Cap Opportunities Fund - Growth Plan | 0.31% | 20.71% | 47.47% | 30.24% | 30.75% | Invest | |
HDFC Small Cap Fund Regular Growth | 2.23% | 16.9% | 37.8% | 27.36% | 30.25% | Invest | |
HDFC Hybrid Equity Fund - Growth Plan | 0.39% | 12.1% | 23.5% | 15.32% | 17.33% | Invest |