HDFC Mutual Fund

As of 31 Aug 2023, fund size of HDFC Ultra Short Term Fund is 12,396.62 Cr.

The average category Returns for Ultra Short Duration funds under Debt class are 6.15% 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 6.44% annualized return for the last 3 years. The funds SIP returns during the same period is 7.01%

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 Moderate risk.

As of 31 Aug 2023, fund size of HDFC Short Term Debt Fund is 14,373.01 Cr.

The average category Returns for Short Duration funds under Debt class are 6.18% 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 6.50% annualized return for the last 3 years. The funds SIP returns during the same period is 7.51%

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 Aug 2023, fund size of HDFC Balance Advantage Fund is 77,011.15 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 10.25% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

HDFC Balance Advantage Fund has given 19.44% annualized return for the last 3 years. The funds SIP returns during the same period is 17.58%

HDFC Balance 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 Aug 2023, fund size of HDFC Banking & PSU Debt Fund is 6,117.32 Cr.

The average category Returns for Banking & PSU funds under Debt class are 6.05% 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 6.15% annualized return for the last 3 years. The funds SIP returns during the same period is 7.11%

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 Aug 2023, fund size of HDFC Asset Allocator Fof is 2,936.4 Cr.

The average category Returns for Domestic - Hybrid funds under Fund Of Funds class are 12.38% per annum for the last 3 years. Category returns represent the average returns of all the funds from Domestic - Hybrid fund category.

HDFC Asset Allocator Fof has given 14.28% annualized return for the last 3 years. The funds SIP returns during the same period is 14.62%

At present HDFC Asset Allocator Fof has not been rated by us.

Not Rated

2,405.89 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 12.79% 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 12.08% annualized return for the last 3 years. The funds SIP returns during the same period is 12.69%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Equity Savings Fund is 3,736.9 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 8.27% 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 9.23% annualized return for the last 3 years. The funds SIP returns during the same period is 9.23%

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

Not Rated

As of 30 Jun 2023, fund size of HDFC Arbitrage Fund - Wholesale Plan is 10,218.71 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 6.23% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

HDFC Arbitrage Fund - Wholesale Plan has given 6.47% annualized return for the last 3 years. The funds SIP returns during the same period is 7.18%

At present HDFC Arbitrage Fund - Wholesale Plan has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HDFC Overnight Fund is 10,720.57 Cr.

The average category Returns for Overnight funds under Debt class are 10.62% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overnight fund category.

HDFC Overnight Fund has given 6.04% annualized return for the last 3 years. The funds SIP returns during the same period is 6.44%

At present HDFC Overnight Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HDFC Gilt Fund is 2,426.52 Cr.

The average category Returns for Gilt funds under Debt class are 6.27% per annum for the last 3 years. Category returns represent the average returns of all the funds from Gilt fund category.

HDFC Gilt Fund has given 6.04% annualized return for the last 3 years. The funds SIP returns during the same period is 7.47%

At present HDFC Gilt Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HDFC Ultra Short Term Fund is 12,396.62 Cr.

The average category Returns for Ultra Short Duration funds under Debt class are 6.15% 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 6.44% annualized return for the last 3 years. The funds SIP returns during the same period is 7.01%

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 Moderate risk.

As of 31 Aug 2023, fund size of HDFC Short Term Debt Fund is 14,373.01 Cr.

The average category Returns for Short Duration funds under Debt class are 6.18% 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 6.50% annualized return for the last 3 years. The funds SIP returns during the same period is 7.51%

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 Aug 2023, fund size of HDFC Balance Advantage Fund is 77,011.15 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 10.25% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

HDFC Balance Advantage Fund has given 19.44% annualized return for the last 3 years. The funds SIP returns during the same period is 17.58%

HDFC Balance 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 Aug 2023, fund size of HDFC Banking & PSU Debt Fund is 6,117.32 Cr.

The average category Returns for Banking & PSU funds under Debt class are 6.05% 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 6.15% annualized return for the last 3 years. The funds SIP returns during the same period is 7.11%

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 Aug 2023, fund size of HDFC Asset Allocator Fof is 2,936.4 Cr.

The average category Returns for Domestic - Hybrid funds under Fund Of Funds class are 12.38% per annum for the last 3 years. Category returns represent the average returns of all the funds from Domestic - Hybrid fund category.

HDFC Asset Allocator Fof has given 14.28% annualized return for the last 3 years. The funds SIP returns during the same period is 14.62%

At present HDFC Asset Allocator Fof has not been rated by us.

Not Rated

2,405.89 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 12.79% 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 12.08% annualized return for the last 3 years. The funds SIP returns during the same period is 12.69%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Equity Savings Fund is 3,736.9 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 8.27% 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 9.23% annualized return for the last 3 years. The funds SIP returns during the same period is 9.23%

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

Not Rated

As of 30 Jun 2023, fund size of HDFC Arbitrage Fund - Wholesale Plan is 10,218.71 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 6.23% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

HDFC Arbitrage Fund - Wholesale Plan has given 6.47% annualized return for the last 3 years. The funds SIP returns during the same period is 7.18%

At present HDFC Arbitrage Fund - Wholesale Plan has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HDFC Overnight Fund is 10,720.57 Cr.

The average category Returns for Overnight funds under Debt class are 10.62% per annum for the last 3 years. Category returns represent the average returns of all the funds from Overnight fund category.

HDFC Overnight Fund has given 6.04% annualized return for the last 3 years. The funds SIP returns during the same period is 6.44%

At present HDFC Overnight Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HDFC Gilt Fund is 2,426.52 Cr.

The average category Returns for Gilt funds under Debt class are 6.27% per annum for the last 3 years. Category returns represent the average returns of all the funds from Gilt fund category.

HDFC Gilt Fund has given 6.04% annualized return for the last 3 years. The funds SIP returns during the same period is 7.47%

At present HDFC Gilt Fund has not been rated by us.

Not Rated