HDFC Mutual Fund

As of 31 Aug 2023, fund size of HDFC Medium Term Debt Fund is 4,204.21 Cr.

The average category Returns for Medium Duration funds under Debt class are 5.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Medium Duration fund category.

HDFC Medium Term Debt Fund has given 5.72% annualized return for the last 3 years. The funds SIP returns during the same period is 6.99%

HDFC Medium 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 Hybrid Debt Fund is 3,054.71 Cr.

The average category Returns for Conservative funds under Hybrid class are 9.77% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

HDFC Hybrid Debt Fund has given 9.56% annualized return for the last 3 years. The funds SIP returns during the same period is 11.53%

HDFC Hybrid Debt Fund has 3 Star Rating at present.

As of 31 Jan 2024, fund size of HDFC Retirement Savings Fund - Equity Plan is 4,574.14 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

HDFC Retirement Savings Fund - Equity Plan has given 17.72% annualized return for the last 3 years. The funds SIP returns during the same period is 22.64%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Retirement Savings Fund - Hybrid - Equity Plan is 1,313.81 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

HDFC Retirement Savings Fund - Hybrid - Equity Plan has given 12.89% annualized return for the last 3 years. The funds SIP returns during the same period is 17.41%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Retirement Savings Fund - Hybrid - Debt Plan is 153.31 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

HDFC Retirement Savings Fund - Hybrid - Debt Plan has given 7.87% annualized return for the last 3 years. The funds SIP returns during the same period is 9.71%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Floating Rate Debt Fund is 16,101.03 Cr.

The average category Returns for Floater funds under Debt class are 5.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Floater fund category.

HDFC Floating Rate Debt Fund has given 6.65% annualized return for the last 3 years. The funds SIP returns during the same period is 7.73%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Credit Risk Debt Fund is 8,245.44 Cr.

The average category Returns for Credit Risk funds under Debt class are 9.63% per annum for the last 3 years. Category returns represent the average returns of all the funds from Credit Risk fund category.

HDFC Credit Risk Debt Fund has given 6.08% annualized return for the last 3 years. The funds SIP returns during the same period is 7.16%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Income Fund is 750.24 Cr.

The average category Returns for Medium to Long Duration funds under Debt class are 4.52% per annum for the last 3 years. Category returns represent the average returns of all the funds from Medium to Long Duration fund category.

HDFC Income Fund has given 4.97% annualized return for the last 3 years. The funds SIP returns during the same period is 6.91%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Long Duration Debt Fund is 1,738.27 Cr.

The average category Returns for Long Duration funds under Debt class are 3.67% per annum for the last 3 years. Category returns represent the average returns of all the funds from Long Duration fund category.

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Medium Term Debt Fund is 4,204.21 Cr.

The average category Returns for Medium Duration funds under Debt class are 5.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Medium Duration fund category.

HDFC Medium Term Debt Fund has given 5.72% annualized return for the last 3 years. The funds SIP returns during the same period is 6.99%

HDFC Medium 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 Hybrid Debt Fund is 3,054.71 Cr.

The average category Returns for Conservative funds under Hybrid class are 9.77% per annum for the last 3 years. Category returns represent the average returns of all the funds from Conservative fund category.

HDFC Hybrid Debt Fund has given 9.56% annualized return for the last 3 years. The funds SIP returns during the same period is 11.53%

HDFC Hybrid Debt Fund has 3 Star Rating at present.

As of 31 Jan 2024, fund size of HDFC Retirement Savings Fund - Equity Plan is 4,574.14 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

HDFC Retirement Savings Fund - Equity Plan has given 17.72% annualized return for the last 3 years. The funds SIP returns during the same period is 22.64%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Retirement Savings Fund - Hybrid - Equity Plan is 1,313.81 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

HDFC Retirement Savings Fund - Hybrid - Equity Plan has given 12.89% annualized return for the last 3 years. The funds SIP returns during the same period is 17.41%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Retirement Savings Fund - Hybrid - Debt Plan is 153.31 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

HDFC Retirement Savings Fund - Hybrid - Debt Plan has given 7.87% annualized return for the last 3 years. The funds SIP returns during the same period is 9.71%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Floating Rate Debt Fund is 16,101.03 Cr.

The average category Returns for Floater funds under Debt class are 5.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Floater fund category.

HDFC Floating Rate Debt Fund has given 6.65% annualized return for the last 3 years. The funds SIP returns during the same period is 7.73%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Credit Risk Debt Fund is 8,245.44 Cr.

The average category Returns for Credit Risk funds under Debt class are 9.63% per annum for the last 3 years. Category returns represent the average returns of all the funds from Credit Risk fund category.

HDFC Credit Risk Debt Fund has given 6.08% annualized return for the last 3 years. The funds SIP returns during the same period is 7.16%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Income Fund is 750.24 Cr.

The average category Returns for Medium to Long Duration funds under Debt class are 4.52% per annum for the last 3 years. Category returns represent the average returns of all the funds from Medium to Long Duration fund category.

HDFC Income Fund has given 4.97% annualized return for the last 3 years. The funds SIP returns during the same period is 6.91%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Long Duration Debt Fund is 1,738.27 Cr.

The average category Returns for Long Duration funds under Debt class are 3.67% per annum for the last 3 years. Category returns represent the average returns of all the funds from Long Duration fund category.

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

Not Rated