HDFC Mutual Fund

As of 31 Aug 2023, fund size of HDFC Large And Mid Cap Fund is 16,033.22 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 25.87% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

HDFC Large And Mid Cap Fund has given 24.93% annualized return for the last 3 years. The funds SIP returns during the same period is 26.01%

HDFC Large And Mid Cap Fund has 5 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 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 Capital Builder Value Fund is 6,619.71 Cr.

The average category Returns for Value funds under Equity class are 28.62% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

HDFC Capital Builder Value Fund has given 20.82% annualized return for the last 3 years. The funds SIP returns during the same period is 22.17%

HDFC Capital Builder Value Fund has 1 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 Multi Cap Fund is 11,757.94 Cr.

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Dividend Yield Fund is 4,564.53 Cr.

The average category Returns for Dividend Yield funds under Equity class are 27.40% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dividend Yield fund category.

HDFC Dividend Yield Fund has given 25.56% annualized return for the last 3 years. The funds SIP returns during the same period is 25.54%

At present HDFC Dividend Yield Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HDFC Large And Mid Cap Fund is 16,033.22 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 25.87% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

HDFC Large And Mid Cap Fund has given 24.93% annualized return for the last 3 years. The funds SIP returns during the same period is 26.01%

HDFC Large And Mid Cap Fund has 5 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 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 Capital Builder Value Fund is 6,619.71 Cr.

The average category Returns for Value funds under Equity class are 28.62% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

HDFC Capital Builder Value Fund has given 20.82% annualized return for the last 3 years. The funds SIP returns during the same period is 22.17%

HDFC Capital Builder Value Fund has 1 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 Multi Cap Fund is 11,757.94 Cr.

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Dividend Yield Fund is 4,564.53 Cr.

The average category Returns for Dividend Yield funds under Equity class are 27.40% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dividend Yield fund category.

HDFC Dividend Yield Fund has given 25.56% annualized return for the last 3 years. The funds SIP returns during the same period is 25.54%

At present HDFC Dividend Yield Fund has not been rated by us.

Not Rated