DateValue30 Nov 15₹10,00030 Nov 16₹10,98930 Nov 17₹16,38730 Nov 18₹15,63830 Nov 19₹14,42930 Nov 20₹15,870 HDFC Small Cap Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹405,518. Further, the Scheme may also invest in listed companies that would qualify to be in the top 200 by market capitalisation on the BSE even though they may not be listed on the BSE. Below is the key information for HDFC Infrastructure Fund. We will explain you with an example. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.6% since its launch. as on 15 Dec 20 DurationReturns1 Month 11.6% 3 Month 14.4% 6 Month 48.2% 1 Year 18.5% 3 Year 0.8% 5 Year 11.2% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis YearReturns2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% 2014 51.5% 2013 7.5% 2012 31.6% 2011 -26.2% 2010 23.3% Fund Manager information for HDFC Small Cap Fund NameSinceTenureChirag Setalvad25 Jun 146.36 Yr.Anand Laddha21 Oct 200.03 Yr.Data below for HDFC Small Cap Fund as on 31 Oct 20 Equity Sector Allocation SectorValueIndustrials19.97%Consumer Cyclical15.59%Technology15.32%Basic Materials14.11%Health Care12.23%Financial Services4.99%Consumer Defensive4.41%Utility4.29%Communication Services2.57% Asset Allocation Asset ClassValueCash6.51%Equity93.49% Top Securities Holdings / Portfolio NameHoldingValueQuantity Firstsource Solutions Ltd (Technology)Equity, Since 31 Mar 18 | 5328094%₹375 Cr53,552,012 Bajaj Electricals Ltd (Utilities)Equity, Since 31 Mar 19 | 5000314%₹340 Cr6,980,775 Persistent Systems Ltd (Technology)Equity, Since 31 Oct 19 | PERSISTENT4%₹331 Cr2,854,936 Aurobindo Pharma Ltd (Healthcare)Equity, Since 31 Aug 12 | AUROPHARMA4%₹301 Cr3,895,711 Sonata Software Ltd (Technology)Equity, Since 31 Oct 17 | 5322213%₹282 Cr8,892,000 Balkrishna Industries Ltd (Consumer Cyclical)Equity, Since 30 Nov 18 | BALKRISIND3%₹279 Cr2,069,000 ↓ -131,000 Atul Ltd (Basic Materials)Equity, Since 28 Feb 18 | ATUL3%₹251 Cr417,522 Chambal Fertilisers & Chemicals Ltd (Basic Materials)Equity, Since 28 Feb 18 | 5000853%₹223 Cr13,697,228 Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)Equity, Since 31 May 18 | 5407623%₹220 Cr3,353,020 Procter & Gamble Health Ltd (Healthcare)Equity, Since 31 Dec 17 | 5001263%₹214 Cr417,0007. From today, you can invest in SIPs every day. Return for 2019 was -3.4% , 2018 was -29% and 2017 was 43.3% . HDFC Mutual Fund SIP schemes are a great way to invest in the market if you have very little time to manage your investments. HDFC Tax Saver Fund is a Equity - ELSS fund was launched on 31 Mar 96. SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected Inflation rates (one needs to account for this!) A severe dip in the returns for this fund can be noticed in … It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.9% since its launch. Below is the key information for HDFC Focused 30 Fund HDFC Focused 30 Fund Growth Launch Date 17 Sep 04 NAV (15 Dec 20) ₹79.486 ↑ 0.08   (0.10 %) Net Assets (Cr) ₹498 on 31 Oct 20 Category Equity - FocusedAMC HDFC Asset Management Company Limited Rating ☆☆☆Risk Moderately HighExpense Ratio 2.65Sharpe Ratio -0.49Information Ratio -1.3Alpha Ratio -16.65Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. It is not a stand-alone mutual fund scheme or fund … How to start a SIP in mutual fund? Complete your Registration and KYC Process. Below is the key information for HDFC Tax Saver Fund. Received from Mr./Ms./M/s. Below is the key information for HDFC Mid-Cap Opportunities Fund HDFC Mid-Cap Opportunities Fund Growth Launch Date 25 Jun 07 NAV (15 Dec 20) ₹64.732 ↑ 0.20   (0.31 %) Net Assets (Cr) ₹21,817 on 31 Oct 20 Category Equity - Mid CapAMC HDFC Asset Management Company Limited Rating ☆☆☆Risk Moderately HighExpense Ratio 2.17Sharpe Ratio 0.15Information Ratio 0.5Alpha Ratio -0.01Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. A SIP is just like a Recurring deposit. To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure. Ranked 24 in Mid Cap category. as on 15 Dec 20 DurationReturns1 Month 8.7% 3 Month 18.6% 6 Month 34.7% 1 Year 4.9% 3 Year 4.8% 5 Year 10.6% 10 Year 15 Year Since launch 18.8% Historical performance (Yearly) on absolute basis YearReturns2019 7.7% 2018 0.1% 2017 32% 2016 8.5% 2015 -6.1% 2014 46.5% 2013 4% 2012 32.4% 2011 -24.3% 2010 25.1% Fund Manager information for HDFC Top 100 Fund NameSinceTenurePrashant Jain19 Jun 0317.46 Yr.Anand Laddha21 Oct 200.11 Yr.Data below for HDFC Top 100 Fund as on 31 Oct 20 Equity Sector Allocation SectorValueFinancial Services33.05%Energy13.82%Technology13.56%Utility8.44%Industrials6.67%Basic Materials5.86%Health Care5.61%Consumer Defensive4.49%Communication Services3.84%Consumer Cyclical3.26% Asset Allocation Asset ClassValueCash1.5%Equity98.49%Other0.01% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Bank Ltd (Financial Services)Equity, Since 31 Jan 10 | HDFCBANK9%₹1,538 Cr10,674,294 ICICI Bank Ltd (Financial Services)Equity, Since 31 Dec 05 | ICICIBANK8%₹1,359 Cr28,718,853 ↓ -671,000 Infosys Ltd (Technology)Equity, Since 31 Aug 04 | INFY7%₹1,183 Cr10,753,014 ↓ -400,000 State Bank of India (Financial Services)Equity, Since 31 Jan 03 | SBIN6%₹976 Cr39,940,500 ↓ -3,116,000 ITC Ltd (Consumer Defensive)Equity, Since 31 Jan 03 | ITC5%₹839 Cr43,308,641 Reliance Industries Ltd (Energy)Equity, Since 31 Mar 06 | RELIANCE5%₹811 Cr4,204,764 ↓ -525,000 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 30 Jun 08 | HDFC4%₹754 Cr3,339,869 Axis Bank Ltd (Financial Services)Equity, Since 31 Jan 07 | 5322154%₹715 Cr11,882,658 Larsen & Toubro Ltd (Industrials)Equity, Since 31 Aug 06 | LT4%₹711 Cr6,335,350 NTPC Ltd (Utilities)Equity, Since 30 Jun 15 | 5325554%₹618 Cr65,290,3383. Below is the key information for HDFC Equity Fund. All Rights Reserved, Shepard Technologies Pvt. Isn’t it great! Start MF SIP … MFSIP. ‘SIP/ Micro SIP… To generate long term capital appreciation from a portfolio of equity and equity linked instruments. You can start investing in a SIP with just INR 500. SIP application … Enrolment Date: Form No. Below is the key information for HDFC Infrastructure Fund HDFC Infrastructure Fund Growth Launch Date 10 Mar 08 NAV (15 Dec 20) ₹13.995 ↑ 0.11   (0.78 %) Net Assets (Cr) ₹401 on 31 Oct 20 Category Equity - SectoralAMC HDFC Asset Management Company Limited Rating ☆☆☆Risk HighExpense Ratio 2.43Sharpe Ratio -0.78Information Ratio -1.66Alpha Ratio -33.46Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. Below is the key information for HDFC Capital Builder Value Fund HDFC Capital Builder Value Fund Growth Launch Date 1 Feb 94 NAV (15 Dec 20) ₹313.645 ↑ 0.02   (0.01 %) Net Assets (Cr) ₹3,924 on 31 Oct 20 Category Equity - ValueAMC HDFC Asset Management Company Limited Rating ☆☆☆Risk Moderately HighExpense Ratio 2.33Sharpe Ratio -0.04Information Ratio -1.22Alpha Ratio -2.1Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. Return for 2019 was 6.8% , 2018 was -3.5% and 2017 was 36.9% . Net Profit of ₹49,120 Invest Now Invest Now Returns for HDFC Focused 30 Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.2% since its launch. HDFC MUTUAL FUND Head Office : HUL House, 2nd Floor, H.T. Below is the key information for HDFC Tax Saver Fund HDFC Tax Saver Fund Growth Launch Date 31 Mar 96 NAV (15 Dec 20) ₹530.618 ↓ -1.24   (-0.23 %) Net Assets (Cr) ₹6,649 on 31 Oct 20 Category Equity - ELSSAMC HDFC Asset Management Company Limited Rating ☆☆Risk Moderately HighExpense Ratio 2.12Sharpe Ratio -0.34Information Ratio -1.58Alpha Ratio -11.59Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years. Upload Documents (PAN, Aadhaar, etc.). Ranked 9 in Small Cap category. Return for 2019 was 6.6% , 2018 was -3.8% and 2017 was 29.4% . If you want to do it offline, you can visit a branch or office of the intermediary (like HDFC Bank), fill up a simple form and invest in the Mutual Fund of your choice. Return for 2019 was 0% , 2018 was -5.5% and 2017 was 42.3% . However, you can change your settings at any time. You can buy units on a given date each month so that one can implement a saving plan for yourself. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.6% since its launch. This fund has a diversified … To generate long-term capital appreciation from a portfolio that … Net Profit of ₹105,518 Invest Now Invest Now Returns for HDFC Mid-Cap Opportunities Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. HDFC Focused 30 Fund (Erstwhile HDFC Core & Satellite Fund) To generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value. SIP averages your investment cost over the … Below is the key information for HDFC Top 100 Fund HDFC Top 100 Fund Growth Launch Date 11 Oct 96 NAV (15 Dec 20) ₹521.533 ↓ -1.51   (-0.29 %) Net Assets (Cr) ₹15,922 on 31 Oct 20 Category Equity - Large CapAMC HDFC Asset Management Company Limited Rating ☆☆☆Risk Moderately HighExpense Ratio 2.12Sharpe Ratio -0.42Information Ratio -1.16Alpha Ratio -12.23Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. HDFC securities opens up a new world of Mutual Fund investments – Daily MF SIP, a way of investment to fulfil your dreams systematically. Return for 2019 was -3.4% , 2018 was -29% and 2017 was 43.3% . Ranked 34 in Multi Cap category. Goals like marriage, Retirement planning, purchase of a house/vehicle, etc., can be well-planned and achieved on time with a SIP route. HDFC MUTUAL FUND Date: Head Office : HDFC House, 2nd Floor, H.T. 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