HDFC Mutual Fund’s Top 5: Focused 30 Fund Leads with 31.03% CAGR Over 3 Years

All HDFC Mutual Fund schemes are managed by HDFC Asset Management Company Limited. It is among India’s most trusted mutual fund houses. Among the biggest and wealthiest mutual fund houses in the nation, it has approximately INR 4.4 trillion in assets under management (AUM). Established in 1999, the fund house was a joint venture between abrdn Investment Management Limited (formerly Standard Life Investments Limited) and Housing Finance Development Corporation, or HDFC.

Here are the top 5 funds of HDFC Mutual Fund

Fund Name	Fund Size(in Cr)	3Y Returns
HDFC Focused 30 Fund Direct Plan Growth	11,945	31.03%
HDFC Mid-Cap Opportunities Direct Plan Growth	65,394	30.75%
HDFC Flexi Cap Direct Plan Growth	54,692	27.95%
HDFC Large and Mid Cap Fund Direct Growth	19,454	27.30%
HDFC Balanced Advantage Fund Direct Plan Growth	86,471	25.30%

 

1. HDFC Focused 30 Fund Direct Plan Growth

HDFC Focused 30 Fund Direct Plan-Growth is an equity mutual fund offering from HDFC Mutual Fund. This scheme was started on an Invalid date and is presently managed by its fund manager, Roshi Jain. It has an AUM of ₹11,945.94 Crores and the current NAV is ₹236.876 as of 06 Jul 2024.

HDFC Focused 30 Fund Direct Plan-Growth scheme returns have been 46.68% in the last 1 year, 125.45% in the previous three years and 488.77% from the scheme’s launch. The minimum SIP amount to invest in this plan is ₹100.

2. HDFC Mid-Cap Opportunities Direct Plan Growth

HDFC Mid-Cap Opportunities Direct Plan-Growth is an equity mutual fund offering from HDFC Mutual Fund. This scheme was started on an Invalid date and is now managed by Chirag Setalvad, the fund manager. The fund has an AUM of ₹65,394.16 Crores and the current NAV is ₹201.369 as of 06 Jul 2024.

The minimum investment amount for the HDFC Mid-Cap Opportunities Fund is ₹100 and ₹100 in SIP.

3. HDFC Flexi Cap Direct Plan Growth

HDFC Flexi Cap Direct Plan-Growth is an equity mutual fund offering from HDFC Mutual Fund. This scheme was started on an Invalid date and is presently managed by its fund manager, Roshi Jain. With an AUM of ₹54,692.16 Crores, as of July 6, 2024, the most recent NAV declared is ₹1987.268. The minimum investment amount for HDFC Flexi Cap Fund is ₹100 and ₹100 for a SIP.

4. HDFC Large and Mid Cap Fund Direct Growth

HDFC Large and Mid Cap Fund Direct- Growth is an equity mutual fund offering from HDFC Mutual Fund. This scheme was set up on an invalid date and is being managed by Gopal Agrawal, the fund manager. It has an AUM of ₹19,454.33 Crores and the current NAV is ₹347.480 as of 06 Jul 2024.

HDFC Large and Mid Cap Fund requires a minimum amount of ₹100, whereas SIP requires ₹100.

5. HDFC Balanced Advantage Fund Direct Plan Growth

HDFC Balanced Advantage Fund Direct Plan-Growth is a hybrid mutual fund plan offered by HDFC Mutual Fund. Launched on an Invalid date, Gopal Agrawal, Anil Bamboli, Arun Agarwal, Srinivasan Ramamurthy and Nirman S. Morakhia are the scheme’s fund managers at present. It has an AUM of ₹86,471.32 Crores and the current NAV is ₹538.299 as of 06 Jul 2024.

The minimum investment amount for HDFC Balanced Advantage Fund is ₹100 and ₹100 for a SIP.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.