HDFC Mutual Fund

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 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 10.76% annualized return for the last 3 years. The funds SIP returns during the same period is 11.57%

HDFC Hybrid Debt Fund has 3 Star Rating at present.

As of 31 Jan 2024, fund size of HDFC Infrastructure Fund is 1,475.54 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 37.57% annualized return for the last 3 years. The funds SIP returns during the same period is 41.92%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Housing Opportunities Fund is 1,366.73 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 25.26% annualized return for the last 3 years. The funds SIP returns during the same period is 29.23%

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

Not Rated

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 23.52% annualized return for the last 3 years. The funds SIP returns during the same period is 23.14%

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 15.95% annualized return for the last 3 years. The funds SIP returns during the same period is 16.91%

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 Asset Allocator FoF is 2,936.4 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 17.53% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

HDFC Asset Allocator FoF has given 15.71% annualized return for the last 3 years. The funds SIP returns during the same period is 16.98%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Dynamic PE Ratio Fund Of Funds is 42.18 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 Dynamic PE Ratio Fund Of Funds has given 15.38% annualized return for the last 3 years. The funds SIP returns during the same period is 16.23%

At present HDFC Dynamic PE Ratio Fund Of Funds 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 17.53% 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 13.80% annualized return for the last 3 years. The funds SIP returns during the same period is 14.59%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Equity Savings Fund is 3,736.9 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 10.96% 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 11.32% annualized return for the last 3 years. The funds SIP returns during the same period is 11.62%

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

Not Rated

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 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 10.76% annualized return for the last 3 years. The funds SIP returns during the same period is 11.57%

HDFC Hybrid Debt Fund has 3 Star Rating at present.

As of 31 Jan 2024, fund size of HDFC Infrastructure Fund is 1,475.54 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 37.57% annualized return for the last 3 years. The funds SIP returns during the same period is 41.92%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Housing Opportunities Fund is 1,366.73 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 25.26% annualized return for the last 3 years. The funds SIP returns during the same period is 29.23%

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

Not Rated

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 23.52% annualized return for the last 3 years. The funds SIP returns during the same period is 23.14%

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 15.95% annualized return for the last 3 years. The funds SIP returns during the same period is 16.91%

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 Asset Allocator FoF is 2,936.4 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 17.53% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

HDFC Asset Allocator FoF has given 15.71% annualized return for the last 3 years. The funds SIP returns during the same period is 16.98%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Dynamic PE Ratio Fund Of Funds is 42.18 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 Dynamic PE Ratio Fund Of Funds has given 15.38% annualized return for the last 3 years. The funds SIP returns during the same period is 16.23%

At present HDFC Dynamic PE Ratio Fund Of Funds 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 17.53% 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 13.80% annualized return for the last 3 years. The funds SIP returns during the same period is 14.59%

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

Not Rated

As of 31 Jan 2024, fund size of HDFC Equity Savings Fund is 3,736.9 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 10.96% 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 11.32% annualized return for the last 3 years. The funds SIP returns during the same period is 11.62%

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

Not Rated