HDFC Mutual Fund

As of 31 Jul 2025, fund size of HDFC Balance Advantage Fund is 1,03,041.3 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.99% 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 18.40% annualized return for the last 3 years. The funds SIP returns during the same period is 15.36%

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 Jul 2025, fund size of HDFC Retirement Savings Fund - Equity Plan is 6,693.39 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.57% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

HDFC Retirement Savings Fund - Equity Plan has given 18.53% annualized return for the last 3 years. The funds SIP returns during the same period is 14.84%

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

Not Rated

As of 31 Jul 2025, fund size of HDFC Retirement Savings Fund - Hybrid - Equity Plan is 1,680.62 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.57% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

HDFC Retirement Savings Fund - Hybrid - Equity Plan has given 14.82% annualized return for the last 3 years. The funds SIP returns during the same period is 11.97%

At present HDFC Retirement Savings Fund - Hybrid - Equity Plan has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of HDFC Equity Savings Fund is 5,739.47 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 9.76% 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 10.16% annualized return for the last 3 years. The funds SIP returns during the same period is 9.37%

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

Not Rated

As of 31 Jul 2025, fund size of HDFC Retirement Savings Fund - Hybrid - Debt Plan is 160.22 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.57% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

HDFC Retirement Savings Fund - Hybrid - Debt Plan has given 8.97% annualized return for the last 3 years. The funds SIP returns during the same period is 7.88%

At present HDFC Retirement Savings Fund - Hybrid - Debt Plan has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of HDFC Balance Advantage Fund is 1,03,041.3 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.99% 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 18.40% annualized return for the last 3 years. The funds SIP returns during the same period is 15.36%

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 Jul 2025, fund size of HDFC Retirement Savings Fund - Equity Plan is 6,693.39 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.57% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

HDFC Retirement Savings Fund - Equity Plan has given 18.53% annualized return for the last 3 years. The funds SIP returns during the same period is 14.84%

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

Not Rated

As of 31 Jul 2025, fund size of HDFC Retirement Savings Fund - Hybrid - Equity Plan is 1,680.62 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.57% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

HDFC Retirement Savings Fund - Hybrid - Equity Plan has given 14.82% annualized return for the last 3 years. The funds SIP returns during the same period is 11.97%

At present HDFC Retirement Savings Fund - Hybrid - Equity Plan has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of HDFC Equity Savings Fund is 5,739.47 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 9.76% 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 10.16% annualized return for the last 3 years. The funds SIP returns during the same period is 9.37%

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

Not Rated

As of 31 Jul 2025, fund size of HDFC Retirement Savings Fund - Hybrid - Debt Plan is 160.22 Cr.

The average category Returns for Retirement funds under Hybrid class are 12.57% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

HDFC Retirement Savings Fund - Hybrid - Debt Plan has given 8.97% annualized return for the last 3 years. The funds SIP returns during the same period is 7.88%

At present HDFC Retirement Savings Fund - Hybrid - Debt Plan has not been rated by us.

Not Rated