HDFC Mutual Fund

As of 31 Jan 2024, 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 4.64% 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 5.46% annualized return for the last 3 years. The funds SIP returns during the same period is 6.34%

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 Jan 2024, 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 5.49% 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 5.44% annualized return for the last 3 years. The funds SIP returns during the same period is 6.34%

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 Jan 2024, 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 13.81% 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 23.85% annualized return for the last 3 years. The funds SIP returns during the same period is 25.72%

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 Jan 2024, fund size of HDFC Banking & PSU Debt Fund is 6,117.32 Cr.

The average category Returns for Banking and PSU funds under Debt class are 4.83% per annum for the last 3 years. Category returns represent the average returns of all the funds from Banking and PSU fund category.

HDFC Banking & PSU Debt Fund has given 5.17% annualized return for the last 3 years. The funds SIP returns during the same period is 5.98%

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 Jan 2024, fund size of HDFC Asset Allocator FoF is 2,936.4 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 17.53% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

HDFC Asset Allocator FoF has given 15.71% annualized return for the last 3 years. The funds SIP returns during the same period is 16.98%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Dynamic PE Ratio Fund Of Funds is 42.18 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 13.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

HDFC Dynamic PE Ratio Fund Of Funds has given 15.38% annualized return for the last 3 years. The funds SIP returns during the same period is 16.23%

At present HDFC Dynamic PE Ratio Fund Of Funds 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 17.53% 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 13.80% annualized return for the last 3 years. The funds SIP returns during the same period is 14.59%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Equity Savings Fund is 3,736.9 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 10.96% 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 11.32% annualized return for the last 3 years. The funds SIP returns during the same period is 11.62%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Dynamic Debt Fund is 642.52 Cr.

The average category Returns for Dynamic Bond funds under Debt class are 4.73% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Bond fund category.

HDFC Dynamic Debt Fund has given 6.19% annualized return for the last 3 years. The funds SIP returns during the same period is 5.90%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Arbitrage Fund - Wholesale Plan is 10,218.71 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 4.63% 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 5.56% annualized return for the last 3 years. The funds SIP returns during the same period is 6.51%

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

Not Rated

As of 31 Jan 2024, 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 4.64% 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 5.46% annualized return for the last 3 years. The funds SIP returns during the same period is 6.34%

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 Jan 2024, 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 5.49% 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 5.44% annualized return for the last 3 years. The funds SIP returns during the same period is 6.34%

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 Jan 2024, 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 13.81% 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 23.85% annualized return for the last 3 years. The funds SIP returns during the same period is 25.72%

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 Jan 2024, fund size of HDFC Banking & PSU Debt Fund is 6,117.32 Cr.

The average category Returns for Banking and PSU funds under Debt class are 4.83% per annum for the last 3 years. Category returns represent the average returns of all the funds from Banking and PSU fund category.

HDFC Banking & PSU Debt Fund has given 5.17% annualized return for the last 3 years. The funds SIP returns during the same period is 5.98%

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 Jan 2024, fund size of HDFC Asset Allocator FoF is 2,936.4 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 17.53% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

HDFC Asset Allocator FoF has given 15.71% annualized return for the last 3 years. The funds SIP returns during the same period is 16.98%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Dynamic PE Ratio Fund Of Funds is 42.18 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 13.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

HDFC Dynamic PE Ratio Fund Of Funds has given 15.38% annualized return for the last 3 years. The funds SIP returns during the same period is 16.23%

At present HDFC Dynamic PE Ratio Fund Of Funds 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 17.53% 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 13.80% annualized return for the last 3 years. The funds SIP returns during the same period is 14.59%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Equity Savings Fund is 3,736.9 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 10.96% 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 11.32% annualized return for the last 3 years. The funds SIP returns during the same period is 11.62%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Dynamic Debt Fund is 642.52 Cr.

The average category Returns for Dynamic Bond funds under Debt class are 4.73% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Bond fund category.

HDFC Dynamic Debt Fund has given 6.19% annualized return for the last 3 years. The funds SIP returns during the same period is 5.90%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Arbitrage Fund - Wholesale Plan is 10,218.71 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 4.63% 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 5.56% annualized return for the last 3 years. The funds SIP returns during the same period is 6.51%

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

Not Rated