HDFC Mutual Fund

As of 31 Jul 2025, fund size of HDFC Medium Term Debt Fund is 3,599.4 Cr.

The average category Returns for Medium Duration funds under Debt class are 7.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Medium Duration fund category.

HDFC Medium Term Debt Fund has given 7.68% annualized return for the last 3 years. The funds SIP returns during the same period is 7.79%

HDFC Medium Term Debt Fund has 4 Star Rating at present.

As of 31 Jul 2025, fund size of HDFC Ultra Short Term Fund is 17,464.92 Cr.

The average category Returns for Ultra Short Duration funds under Debt class are 6.86% per annum for the last 3 years. Category returns represent the average returns of all the funds from Ultra Short Duration fund category.

HDFC Ultra Short Term Fund has given 7.16% annualized return for the last 3 years. The funds SIP returns during the same period is 7.18%

HDFC Ultra Short Term Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Low to Moderate risk.

As of 31 Jul 2025, fund size of HDFC Short Term Debt Fund is 14,486.07 Cr.

The average category Returns for Short Duration funds under Debt class are 9.90% per annum for the last 3 years. Category returns represent the average returns of all the funds from Short Duration fund category.

HDFC Short Term Debt Fund has given 7.96% annualized return for the last 3 years. The funds SIP returns during the same period is 8.12%

HDFC Short Term Debt Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

As of 31 Jul 2025, fund size of HDFC Balanced Advantage Fund is 1,07,295.79 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.71% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

HDFC Balanced Advantage Fund has given 17.93% annualized return for the last 3 years. The funds SIP returns during the same period is 14.89%

HDFC Balanced Advantage Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of HDFC Banking & PSU Debt Fund is 5,186.08 Cr.

The average category Returns for Banking & PSU funds under Debt class are 7.35% per annum for the last 3 years. Category returns represent the average returns of all the funds from Banking & PSU fund category.

HDFC Banking & PSU Debt Fund has given 7.57% annualized return for the last 3 years. The funds SIP returns during the same period is 7.77%

HDFC Banking & PSU Debt Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

As of 31 Jul 2025, fund size of HDFC Multi-Asset Active FOF is 6,200.32 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 15.29% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

HDFC Multi-Asset Active FOF has given 15.87% annualized return for the last 3 years. The funds SIP returns during the same period is 15.14%

At present HDFC Multi-Asset Active FOF has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of HDFC Multi Asset Fund is 6,031.26 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 15.29% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

HDFC Multi Asset Fund has given 14.44% annualized return for the last 3 years. The funds SIP returns during the same period is 14.06%

At present HDFC Multi Asset Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of HDFC Income Plus Arbitrage Active FoF is 2,625.68 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 6.91% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

HDFC Income Plus Arbitrage Active FoF has given 11.99% annualized return for the last 3 years. The funds SIP returns during the same period is 8.88%

At present HDFC Income Plus Arbitrage Active FoF has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of HDFC Equity Savings Fund is 5,758.13 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 9.61% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

HDFC Equity Savings Fund has given 9.97% annualized return for the last 3 years. The funds SIP returns during the same period is 9.17%

At present HDFC Equity Savings Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of HDFC Floating Rate Debt Fund is 16,133.26 Cr.

The average category Returns for Floater funds under Debt class are 7.66% per annum for the last 3 years. Category returns represent the average returns of all the funds from Floater fund category.

HDFC Floating Rate Debt Fund has given 8.00% annualized return for the last 3 years. The funds SIP returns during the same period is 8.13%

At present HDFC Floating Rate Debt Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of HDFC Medium Term Debt Fund is 3,599.4 Cr.

The average category Returns for Medium Duration funds under Debt class are 7.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Medium Duration fund category.

HDFC Medium Term Debt Fund has given 7.68% annualized return for the last 3 years. The funds SIP returns during the same period is 7.79%

HDFC Medium Term Debt Fund has 4 Star Rating at present.

As of 31 Jul 2025, fund size of HDFC Ultra Short Term Fund is 17,464.92 Cr.

The average category Returns for Ultra Short Duration funds under Debt class are 6.86% per annum for the last 3 years. Category returns represent the average returns of all the funds from Ultra Short Duration fund category.

HDFC Ultra Short Term Fund has given 7.16% annualized return for the last 3 years. The funds SIP returns during the same period is 7.18%

HDFC Ultra Short Term Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Low to Moderate risk.

As of 31 Jul 2025, fund size of HDFC Short Term Debt Fund is 14,486.07 Cr.

The average category Returns for Short Duration funds under Debt class are 9.90% per annum for the last 3 years. Category returns represent the average returns of all the funds from Short Duration fund category.

HDFC Short Term Debt Fund has given 7.96% annualized return for the last 3 years. The funds SIP returns during the same period is 8.12%

HDFC Short Term Debt Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

As of 31 Jul 2025, fund size of HDFC Balanced Advantage Fund is 1,07,295.79 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.71% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

HDFC Balanced Advantage Fund has given 17.93% annualized return for the last 3 years. The funds SIP returns during the same period is 14.89%

HDFC Balanced Advantage Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

As of 31 Jul 2025, fund size of HDFC Banking & PSU Debt Fund is 5,186.08 Cr.

The average category Returns for Banking & PSU funds under Debt class are 7.35% per annum for the last 3 years. Category returns represent the average returns of all the funds from Banking & PSU fund category.

HDFC Banking & PSU Debt Fund has given 7.57% annualized return for the last 3 years. The funds SIP returns during the same period is 7.77%

HDFC Banking & PSU Debt Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

As of 31 Jul 2025, fund size of HDFC Multi-Asset Active FOF is 6,200.32 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 15.29% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

HDFC Multi-Asset Active FOF has given 15.87% annualized return for the last 3 years. The funds SIP returns during the same period is 15.14%

At present HDFC Multi-Asset Active FOF has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of HDFC Multi Asset Fund is 6,031.26 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 15.29% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

HDFC Multi Asset Fund has given 14.44% annualized return for the last 3 years. The funds SIP returns during the same period is 14.06%

At present HDFC Multi Asset Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of HDFC Income Plus Arbitrage Active FoF is 2,625.68 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 6.91% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

HDFC Income Plus Arbitrage Active FoF has given 11.99% annualized return for the last 3 years. The funds SIP returns during the same period is 8.88%

At present HDFC Income Plus Arbitrage Active FoF has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of HDFC Equity Savings Fund is 5,758.13 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 9.61% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

HDFC Equity Savings Fund has given 9.97% annualized return for the last 3 years. The funds SIP returns during the same period is 9.17%

At present HDFC Equity Savings Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of HDFC Floating Rate Debt Fund is 16,133.26 Cr.

The average category Returns for Floater funds under Debt class are 7.66% per annum for the last 3 years. Category returns represent the average returns of all the funds from Floater fund category.

HDFC Floating Rate Debt Fund has given 8.00% annualized return for the last 3 years. The funds SIP returns during the same period is 8.13%

At present HDFC Floating Rate Debt Fund has not been rated by us.

Not Rated