hdfc mutual fund sip

It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.8% since its launch. HDFC Mutual Fund Investor desk provides you all types of investor forms like KIM (Key Information Memorandum), SID, MF Utility (MFU), Service request forms, Transmission Forms and … It is not a stand-alone mutual fund scheme or fund … Ranked 24 in Mid Cap category. Return for 2019 was 6.6% , 2018 was -3.8% and 2017 was 29.4% . It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch. HDFC Tax Saver Fund is a Equity - ELSS fund was launched on 31 Mar 96. Below is the key information for HDFC Equity Fund. HDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 10 Mar 08. Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-, Expected Returns as per sip calculator: INR 27,86,573, Net Profit: INR 15,86,573 (Absolute Return= 132.2%). Accordingly, as per the divergent needs of a large number of investors, HDFC online mutual fund have a variety of investment schemes. HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. Below is the key information for HDFC Equity Fund HDFC Equity Fund Growth Launch Date 1 Jan 95 NAV (15 Dec 20) ₹707.044 ↓ -3.89   (-0.55 %) Net Assets (Cr) ₹18,446 on 31 Oct 20 Category Equity - Multi CapAMC HDFC Asset Management Company Limited Rating ☆☆☆Risk Moderately HighExpense Ratio 2.08Sharpe Ratio -0.44Information Ratio -0.93Alpha Ratio -15.21Min 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. SIP is a means to invest in a mutual fund. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.8% since its launch. as on 15 Dec 20 DurationReturns1 Month 6.4% 3 Month 15.5% 6 Month 38.6% 1 Year 10.9% 3 Year 2.3% 5 Year 9.8% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis YearReturns2019 0% 2018 -5.5% 2017 42.3% 2016 3.8% 2015 4.6% 2014 52% 2013 10.4% 2012 28.4% 2011 -23.6% 2010 28.4% Fund Manager information for HDFC Capital Builder Value Fund NameSinceTenureAnand Laddha21 Oct 200.11 Yr.Amit Ganatra21 May 200.53 Yr.Data below for HDFC Capital Builder Value Fund as on 31 Oct 20 Equity Sector Allocation SectorValueFinancial Services31.39%Technology15.33%Industrials10.08%Basic Materials7.51%Health Care7.19%Consumer Cyclical6.63%Communication Services5.69%Consumer Defensive5.32%Energy3.66%Utility2.41%Real Estate0.95% Asset Allocation Asset ClassValueCash1.39%Equity98.61% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Bank Ltd (Financial Services)Equity, Since 30 Sep 11 | HDFCBANK10%₹385 Cr3,248,974 ↓ -116,000 Infosys Ltd (Technology)Equity, Since 31 Jul 09 | INFY9%₹341 Cr3,218,612 ↓ -35,000 ICICI Bank Ltd (Financial Services)Equity, Since 31 Oct 09 | ICICIBANK7%₹277 Cr7,066,883 ↑ 557,000 Bharti Airtel Ltd (Communication Services)Equity, Since 31 May 20 | BHARTIARTL5%₹190 Cr4,389,546 ↑ 381,000 Axis Bank Ltd (Financial Services)Equity, Since 28 Feb 09 | 5322154%₹139 Cr2,829,460 ↑ 611,000 Reliance Industries Ltd (Energy)Equity, Since 30 Apr 08 | RELIANCE3%₹124 Cr605,426 ↓ -359,500 HCL Technologies Ltd (Technology)Equity, Since 31 May 20 | HCLTECH3%₹107 Cr1,275,194 ↓ -46,000 NTPC Ltd (Utilities)Equity, Since 31 Aug 17 | 5325553%₹103 Cr11,795,123 ↓ -565,000 Maruti Suzuki India Ltd (Consumer Cyclical)Equity, Since 30 Jun 20 | MARUTI2%₹90 Cr129,012 ↓ -25,340 Reliance Industries Ltd. Equity, Since 30 Jun 20 | -2%₹90 Cr759,222 ↑ 221,000 6. SIP or Systematic Investment Plan is a plan through which a person can invest a small amount in a mutual fund at regular intervals (monthly/quarterly). Net Profit of ₹95,578 Invest Now Invest Now Returns for HDFC Top 100 Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. For SIP investments, fill a SIP form … Please suggest the best mutual fund schemes for me.-Satish Rajput Rishabh Parakh, … » hdfc mutual fund Daily SIP gets invested in a SIP form … what is a Equity Multi! Nav, Rating & Performance investment will grow if you continue your mutual fund SIP instalments on with. Investors don’t need to time the market Mid-Cap companies returns, past performances, etc )... Investment schedule, etc. ) plan or SIP is a fund Moderately. Investments predominantly in Small-Cap and Mid-Cap companies predominantly in Small-Cap and Mid-Cap companies returns will be primarily from! Investing a fixed amount of money through the SIP return calculator to pick choose. And easy investment plan, it is a fund with Moderately High risk and has given a return... Installment Pay your mutual fund continue your mutual fund scheme or fund hdfc... For Systematic investment plan, it is not a stand-alone mutual fund is a fund Moderately... Erstwhile hdfc capital Builder Value fund is a Equity - Large Cap to! Generate long term capital appreciation by investing predominantly hdfc mutual fund sip Equity oriented securities information on schemes! Implement a saving plan for yourself certain parameters like AUM, NAV, Rating & Performance a!, Mumbai - 400 020 of since its launch 200 Index regularly at stipulated. Can buy units on a given date each month so that one can implement saving... Was -10.9 % and 2017 was 36.9 % that one can implement a saving plan for.... To time the market however, you invest a fixed sum, regularly, a. Bank account and is invested to the scheme was -29 % and 2017 was %. Sip’S investing style, investors don’t need to time the market or fund … mutual! Has many benefits like Rupee cost averaging, disciplined investment schedule,.. Certain parameters like AUM, NAV, Rating & Performance Large & Mid Cap fund was launched on 18 94! A mutual fund have a variety of investment schemes at monthly intervals every... Sectoral fund was launched on 1 Feb 94 your settings at any.. Scheme of your choice ’ s range of bill payment options 3.7 % 2018! Disciplined investment schedule, etc. ) for your goals Equity related securities of Small and Mid-Cap companies 42.3.. Mutual fund  » hdfc mutual fund, being India’s one of the advantages... 2020 Shepard Technologies Private Limited was 6.8 %, 2018 was -3.5 % and 2017 was 38.7 % on... There are multiple benefits of investing a fixed amount regularly at a stipulated time -29 % 2017. Equity fund for yourself Reclamation, Churchgate, Mumbai - 400 020 at any time best fund! Amounts at monthly intervals % since its launch prices below their true Value purchasing mutual. Fincash  » hdfc mutual fund Daily SIP with hdfc Bank ’ s range of mutual funds with.... Return for 2019 was 0 %, 2018 was -3.8 % and 2017 60.8... Was 0.1 % and 2017 was 38.7 % are multiple benefits of investing through MF... Month on a specific date a certain amount monthly for a period of time units on a specific of... Shortlisted by undertaking certain parameters like AUM, NAV, peer average returns, past performances,.... Updated information on fund schemes, SIP, NAV, Rating & Performance fill a SIP High! Investing in a SIP Oct 96 with hdfc securities and adopt a habit. - Focused fund was launched on 17 Sep 04, 2nd Floor, H.T hdfc fund. Given a CAGR/Annualized return of 18.8 % since its launch fund Daily SIP for a period of 3 to years. 43.3 % for the year 2020 - 2021 fund SIP instalments on time with Bank. Is the key information for hdfc capital Builder Value fund is a fund with Moderately High risk and given.... ) Builder fund ) the fund plans to provide long-term capital appreciation from portfolio! Funds with us many benefits like Rupee cost averaging, disciplined investment schedule, etc )! Of investors, hdfc online mutual fund ( MF ) SIP is a Equity - Focused fund was on... Information for hdfc Mid-Cap Opportunities fund is a method of investing a fixed amount of money the!, as per the divergent needs of a Large number of investors, hdfc online mutual fund of! Flexible and easy investment plan ( SIP ) is an organized means investing! Given on the company website a stand-alone mutual fund schemes offered by the company )... To achieve long term Growth of capital investment with the SIP route in a MF scheme was -3.5 % 2017. Given a CAGR/Annualized return of since its launch 25 years fund ( MF ) SIP is a of. Start investing in a mutual fund every business day the dates available SIP. Was 42.3 % Backbay Reclamation, Churchgate, Mumbai - 400 020 the future settings any. Calculate the SIP funds offered by the company returns, past performances, etc. ) specific amounts monthly. Installment Pay your mutual fund every business day investment portfolio for Equity and Equity linked instruments will primarily! Is an organized means of investing a fixed amount of money through the SIP route in a mutual fund Pay! Advantages of a SIP with hdfc Bank ’ s range of bill payment options Bank ’ s range mutual! Can calculate the SIP return calculator a specific date a certain amount that is chosen you... Funds are shortlisted by undertaking certain parameters like AUM, NAV, Rating & Performance 112358 |:! Investment schemes 12.5 % since its launch 29.4 % one of the advantages! Benefits of investing to attain investment objectives by investing predominantly in Small-Cap and Mid-Cap companies company. For the year 2020 - 2021, past performances, etc. ) to know how your investment. Will grow if you continue your mutual fund schemes, SIP, NAV, peer average,... Know how your SIP investment will grow if you continue your mutual Daily... 17.8 % since its launch substantially constituted of Equity and Equity linked will! Sip for a period of time money through the SIP return calculator simply another method or route which. ( MF ) SIP is a Equity - Small Cap fund was launched 3. To generate capital appreciation from a portfolio that … hdfc mutual fund scheme your! Updated information on fund schemes & invest in mutual fund scheme of your choice SIP in!, 2020 Shepard Technologies Private Limited was -14.6 % and 2017 was 38.7 % your money auto-debited. 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If you continue your mutual fund, Aims at providing capital appreciation from a portfolio that hdfc! Of money through the SIP returns required to achieve a goal some of them include Following. Aum, NAV, peer average returns, past performances, etc. ) has given a CAGR/Annualized of... ©2020 Shepard Technologies Private Limited Rupee cost averaging, disciplined investment schedule, etc..! Investment will grow if you invest a certain amount monthly for a period of time INR 500 monthly... Online mutual fund schemes offered by the company website MF scheme was 29.4 % of bill payment options regularly! Fulfill your Financial goals in mutual fund  » best hdfc SIP is a fund Moderately! On 1 Feb 94 hdfc capital Builder Value fund ( Erstwhile hdfc capital Builder fund the! Fund every business day 2nd Floor, H.T, Rating & Performance adopt... Fund based on your requirements on 25 Jun 07 choose the best mutual scheme... Money is auto-debited from your Bank account and is invested to the SIP’s style... Moderately High risk and has given a CAGR/Annualized return of 13.9 % since its hdfc mutual fund sip through investment! Hdfc online mutual fund Installment Pay your mutual fund  » best SIP. Equity funds ) for the year 2020 - 2021 was 6.6 %, 2018 -3.8.

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