HDFC Mutual Fund

As of 31 Aug 2023, 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 10.25% 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 19.44% annualized return for the last 3 years. The funds SIP returns during the same period is 17.58%

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 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 8.20% 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 9.62% annualized return for the last 3 years. The funds SIP returns during the same period is 9.84%

HDFC Hybrid Debt Fund has 3 Star Rating at present.

As of 31 Aug 2023, fund size of HDFC Infrastructure Fund is 1,475.54 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

HDFC Infrastructure Fund has given 27.29% annualized return for the last 3 years. The funds SIP returns during the same period is 23.89%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Retirement Savings Fund - Equity Plan is 4,574.14 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.33% 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 18.04% annualized return for the last 3 years. The funds SIP returns during the same period is 16.17%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Housing Opportunities Fund is 1,366.73 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

HDFC Housing Opportunities Fund has given 16.44% annualized return for the last 3 years. The funds SIP returns during the same period is 13.98%

At present HDFC Housing Opportunities Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HDFC Asset Allocator Fof is 2,936.4 Cr.

The average category Returns for Domestic - Hybrid funds under Fund Of Funds class are 12.38% per annum for the last 3 years. Category returns represent the average returns of all the funds from Domestic - Hybrid fund category.

HDFC Asset Allocator Fof has given 14.28% annualized return for the last 3 years. The funds SIP returns during the same period is 14.62%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Retirement Savings Fund - Hybrid - Equity Plan is 1,313.81 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.33% 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 13.68% annualized return for the last 3 years. The funds SIP returns during the same period is 12.50%

At present HDFC Retirement Savings Fund - Hybrid - Equity Plan 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 12.79% 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 12.08% annualized return for the last 3 years. The funds SIP returns during the same period is 12.69%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Equity Savings Fund is 3,736.9 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 8.27% 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 9.23% annualized return for the last 3 years. The funds SIP returns during the same period is 9.23%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Retirement Savings Fund - Hybrid - Debt Plan is 153.31 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.33% 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 7.83% annualized return for the last 3 years. The funds SIP returns during the same period is 8.12%

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

Not Rated

As of 31 Aug 2023, 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 10.25% 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 19.44% annualized return for the last 3 years. The funds SIP returns during the same period is 17.58%

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 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 8.20% 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 9.62% annualized return for the last 3 years. The funds SIP returns during the same period is 9.84%

HDFC Hybrid Debt Fund has 3 Star Rating at present.

As of 31 Aug 2023, fund size of HDFC Infrastructure Fund is 1,475.54 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

HDFC Infrastructure Fund has given 27.29% annualized return for the last 3 years. The funds SIP returns during the same period is 23.89%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Retirement Savings Fund - Equity Plan is 4,574.14 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.33% 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 18.04% annualized return for the last 3 years. The funds SIP returns during the same period is 16.17%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Housing Opportunities Fund is 1,366.73 Cr.

The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

HDFC Housing Opportunities Fund has given 16.44% annualized return for the last 3 years. The funds SIP returns during the same period is 13.98%

At present HDFC Housing Opportunities Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of HDFC Asset Allocator Fof is 2,936.4 Cr.

The average category Returns for Domestic - Hybrid funds under Fund Of Funds class are 12.38% per annum for the last 3 years. Category returns represent the average returns of all the funds from Domestic - Hybrid fund category.

HDFC Asset Allocator Fof has given 14.28% annualized return for the last 3 years. The funds SIP returns during the same period is 14.62%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Retirement Savings Fund - Hybrid - Equity Plan is 1,313.81 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.33% 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 13.68% annualized return for the last 3 years. The funds SIP returns during the same period is 12.50%

At present HDFC Retirement Savings Fund - Hybrid - Equity Plan 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 12.79% 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 12.08% annualized return for the last 3 years. The funds SIP returns during the same period is 12.69%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Equity Savings Fund is 3,736.9 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 8.27% 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 9.23% annualized return for the last 3 years. The funds SIP returns during the same period is 9.23%

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

Not Rated

As of 31 Aug 2023, fund size of HDFC Retirement Savings Fund - Hybrid - Debt Plan is 153.31 Cr.

The average category Returns for Retirement funds under Hybrid class are 10.33% 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 7.83% annualized return for the last 3 years. The funds SIP returns during the same period is 8.12%

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

Not Rated