HDFC Mutual Fund

As of 28 Feb 2025, fund size of HDFC Balance Advantage Fund is 90,374.53 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.81% 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 19.40% annualized return for the last 3 years. The funds SIP returns during the same period is 15.92%

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 28 Feb 2025, fund size of HDFC Gold ETF Fund Of Fund is 8,539.17 Cr.

The average category Returns for Domestic - Gold funds under Fund Of Funds class are 23.41% per annum for the last 3 years. Category returns represent the average returns of all the funds from Domestic - Gold fund category.

HDFC Gold ETF Fund Of Fund has given 23.01% annualized return for the last 3 years. The funds SIP returns during the same period is 28.25%

At present HDFC Gold ETF Fund Of Fund has not been rated by us.

Not Rated

As of 28 Feb 2025, fund size of HDFC Multi Asset Fund is 3,837.22 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 14.75% 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 13.92% annualized return for the last 3 years. The funds SIP returns during the same period is 13.60%

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

Not Rated

As of 28 Feb 2025, fund size of HDFC NIFTY 50 Index Fund is 17,597.82 Cr.

The average category Returns for Large Cap funds under Equity class are 14.73% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

HDFC NIFTY 50 Index Fund has given 13.03% annualized return for the last 3 years. The funds SIP returns during the same period is 11.90%

At present HDFC NIFTY 50 Index Fund has not been rated by us.

Not Rated

As of 28 Feb 2025, fund size of HDFC BSE Sensex Index Fund is 7,419.4 Cr.

The average category Returns for Large Cap funds under Equity class are 14.73% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

HDFC BSE Sensex Index Fund has given 12.25% annualized return for the last 3 years. The funds SIP returns during the same period is 10.84%

At present HDFC BSE Sensex Index Fund has not been rated by us.

Not Rated

As of 28 Feb 2025, fund size of HDFC Equity Savings Fund is 5,460.36 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 9.68% 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 10.28% annualized return for the last 3 years. The funds SIP returns during the same period is 9.27%

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

Not Rated

As of 30 Apr 2024, fund size of HDFC Arbitrage Fund - Wholesale Plan is 18,054 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 6.79% 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 6.99% annualized return for the last 3 years. The funds SIP returns during the same period is 7.08%

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

Not Rated

As of 28 Feb 2025, fund size of HDFC Balance Advantage Fund is 90,374.53 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.81% 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 19.40% annualized return for the last 3 years. The funds SIP returns during the same period is 15.92%

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 28 Feb 2025, fund size of HDFC Gold ETF Fund Of Fund is 8,539.17 Cr.

The average category Returns for Domestic - Gold funds under Fund Of Funds class are 23.41% per annum for the last 3 years. Category returns represent the average returns of all the funds from Domestic - Gold fund category.

HDFC Gold ETF Fund Of Fund has given 23.01% annualized return for the last 3 years. The funds SIP returns during the same period is 28.25%

At present HDFC Gold ETF Fund Of Fund has not been rated by us.

Not Rated

As of 28 Feb 2025, fund size of HDFC Multi Asset Fund is 3,837.22 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 14.75% 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 13.92% annualized return for the last 3 years. The funds SIP returns during the same period is 13.60%

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

Not Rated

As of 28 Feb 2025, fund size of HDFC NIFTY 50 Index Fund is 17,597.82 Cr.

The average category Returns for Large Cap funds under Equity class are 14.73% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

HDFC NIFTY 50 Index Fund has given 13.03% annualized return for the last 3 years. The funds SIP returns during the same period is 11.90%

At present HDFC NIFTY 50 Index Fund has not been rated by us.

Not Rated

As of 28 Feb 2025, fund size of HDFC BSE Sensex Index Fund is 7,419.4 Cr.

The average category Returns for Large Cap funds under Equity class are 14.73% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

HDFC BSE Sensex Index Fund has given 12.25% annualized return for the last 3 years. The funds SIP returns during the same period is 10.84%

At present HDFC BSE Sensex Index Fund has not been rated by us.

Not Rated

As of 28 Feb 2025, fund size of HDFC Equity Savings Fund is 5,460.36 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 9.68% 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 10.28% annualized return for the last 3 years. The funds SIP returns during the same period is 9.27%

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

Not Rated

As of 30 Apr 2024, fund size of HDFC Arbitrage Fund - Wholesale Plan is 18,054 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 6.79% 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 6.99% annualized return for the last 3 years. The funds SIP returns during the same period is 7.08%

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

Not Rated