HDFC Mutual Fund

HDFC Mutual Fund: Overview

HDFC Asset Management Company Ltd (AMC) was formed on December 10, 1999. It was later sanctioned the status of Approved Asset Management Company for HDFC Mutual Fund on June 30, 2000 as trust, with Sponsors  or Settlors being Housing Development Finance Corporation Limited and Standard Life Investments Limited and the Trustee as HDFC Trustee Company Limited. The paid up capital of the AMC is Rs. 25.241 crore as on September 30, 2014.


HDFC has been a key player on delivering reliable fund performance across various categories since inception. HDFC Mutual Fund is currently one of the market leaders in mutual fund sector with paid up capital of the AMC being INR 25.241 crore as on September 30, 2014.


HDFC Mutual Fund has focused on setting set up an infrastructure which is an essential component in conducting all the vital research and back it up with real-time analysis. The pivotal stress on managing and supervising portfolio risk has been the USP of HDFC MF.


Products Offered by HDFC Mutual Fund


At HDFC Mutual funds, investors are offered with long-term benefits, post watchful and constant review of the new trends in market. Each fund manager ensures that the new growth sector is duly identified and then only the knowledge is shared with investors in the form of product offerings. For more than a decade now HDFC has come up with multitude products across various asset and the risk categories to empower investors in investing invest as per their investment objectives and risk appetite.

HDFC Mutual Fund Product categories

1. Equity/Growth Fund-


HDFC equity funds cater to the investment needs of those investors who are looking for capital appreciation in both short and long term. The funds are generally of high-risk category and generate long-term capital appreciation from a diversified portfolio of equity and equity-linked instruments. The various HDFC MF equity products have portfolio in BSE 200 index Companies and Small & Mid-Cap companies etc.


2. Liquid Funds


HDFC liquid funds are intended with the objective to generate the best possible returns while maintaining lower risk and high liquidity. These Mutual funds are best suited for investors with lower capital exposure and moderate risk appetite.


3. Debt/ Income Fund


HDFC Debt or Income mutual fund schemes are focused on generating credit risk-free returns through diversified investments in various sovereign securities issued by the Central Government and/or State Government. The debt/income fund generate regular flow of income to the investors with lower risk appetite and capital exposure
 

  • Children's Gift Fund


HDFC Children Gift Funds are best known for their investment objective which allows a long-term capital appreciation and helps fulfil future financial requirements of a child. However, there is no fixed or guaranteed assurance that the investment objective of the Scheme / Plans will be achieved.


4. Fixed Maturity Plan


HDFC FMP (Fixed Maturity Plan) is intended to generate income through investments in Debt / Money Market Instruments and Government Securities wherein the scheme would mature on or before the maturity date as mentioned on the day of the investment.


5. Retirement Savings Fund


HDFC retirement plans are a suitable investment instrument for those planning a stable source of income post retirement. The funds have an investment objective to generate a corpus in order to provide for pension to an investor which can be in the form of income to the extent of the redemption.
 

  • Exchange Traded Funds


HDFC ETF schemes generate returns in line with the performance of physical gold, however subject to tracking errors.

 

6. Dual Advantage Fund


The dual advantage fund by HDFC mutual fund seeks to generate income by investing in a combined portfolio of debt and money market securities which generally mature on or before the date of maturity of the Scheme.


7. Rajiv Gandhi Equity Savings (RGES) Scheme


A government of India initiative, RGES scheme aims to generate long-term capital appreciation from a range of Eligible Securities mentioned in the Scheme.
 

  • Capital Protection Oriented Schemes


Capital protection schemes seek to generate returns via investing in a combined portfolio of debt and money market related instruments which would mature on or before date of maturity of the Scheme.


8. Annual Interval Fund


HDFC Annual interval mutual fund schemes have been crafted to generate income through investments in Debt / Money Market Instruments and Government Securities.


9. Fund of Fund Schemes


The FOF schemes offered by HDFC have an objective of capital appreciation by managing the asset allocation between few particular equity and debt schemes of HDFC Mutual Fund Asset Management Company.

 

Funds migrated to HDFC Asset Management

Former Name

New Name

Zurich India Equity Fund

HDFC Equity Fund

Zurich India Prudence Fund

HDFC Prudence Fund

Zurich India Capital Builder Fund

HDFC Capital Builder Fund

Zurich India TaxSaver Fund

HDFC TaxSaver

Zurich India Top 200 Fund

HDFC Top 200 Fund

Zurich India High Interest Fund

HDFC High Interest Fund

Zurich India Liquidity Fund

HDFC Cash Management Fund

Zurich India Sovereign Gilt Fund

HDFC Sovereign Gilt Fund*

Funds Manager@ HDFC Mutual Fund

  • Mr. Prashant Jain- Executive Director & Chief Investment Officer


Over 20 years of experience in fund management and research in mutual fund industry.

 

  • Mr. Chirag Setalvad- Senior Fund Manager


In his total work experience of 14 years, he spent 11 years in Fund Management and Equity Research and 3 years in investment banking.

 

  • Mr. Shobhit Mehrotra- Senior Fund Manager and Head of Credit


He has over 18 years of experience in Fixed Income markets, credit rating etc.

 

  • Mr. Vinay R. Kulkarni- Senior Fund Manager


Collectively over 22 years of experience, of which 20 years in Fund Management and Equity Research and 2 years in the IT industry.

 

  • Mr. Anil Bamboli- Senior Fund Manager


Collectively over 16 years of experience in Fund Management and Research.

 

  • Mr. Srinivas Rao Ravuri- Senior Fund Manager


He is equipped with more than 18 years of experience in Indian financial markets, primarily in equity research and fund management.

 

  • Mr. Anupam Joshi - Fund Manager in Fixed Income group


He has more than 10 years’ experience in fund management, research and dealing.

 

  • Mr. Miten Lathia - Fund Manager 


Miten has more than 13 years of experience in equity research and 2 years in fund management.

 

  • Mr. Rakesh Vyas- Dedicated Fund Manager for Overseas Investments 


His total professional work experience spans more than 8 years. He spent 3 years in the field of Application Engineering and over 5 years in Equity Research.

 

  • Mr. Krishan Kumar Daga- A Senior Fund Manager


Of the more than 25 years’ experience he has, Krishnan spent 8 years in fund management and 12 years in Equity Research. 

Online Purchase@ Paisabazaar.com

  • Paisa Bazaar brings its state of the art online portal to buy HDFC mutual funds online. It’s a perfect destination for all those investor who are looking for simple and hassle free way to invest in mutual funds.
  • The Paisabazaar web portal not only caters to the need of new investors but also actively brings its initiative towards customer education, wherein anyone can know about the micro details of mutual funds market.

 

S. No.

Fund Names

Type of Fund

Inception Date

1

HDFC Equity Fund

Equity Fund

1-Jan-95

2

HDFC Top 200 Fund

Equity Fund

11-Oct-96

3

HDFC Mid-Cap Opportunities Fund

Equity Fund

25-Jun-07

4

HDFC Prudence Fund

Equity Fund

1-Feb-99

5

HDFC Balanced Fund

Equity Fund

11-Sep-00

6

HDFC TaxSaver (ELSS)

Equity Fund

31-Mar-96

7

HDFC Arbitrage Fund

Equity Fund

23-Oct-07

8

HDFC Infrastructure Fund

Equity Fund

10-Mar-08

9

HDFC Capital Builder Fund

Equity Fund

1-Feb-94

10

HDFC Small and Mid-Cap Fund - (Formerly Morgan Stanley A.C.E Fund)

Equity Fund

3-Apr-08

11

HDFC Core and Satellite Fund

Equity Fund

17-Sep-04

12

HDFC Equity Savings Fund (Erstwhile HDFC Multiple Yield Fund)

Equity Fund

16-Dec-15

13

HDFC Gilt Fund - Long Term Plan

Debt Fund

25-Jul-01

14

HDFC Medium Term Opportunities Fund

Debt Fund

29-Jun-10

15

HDFC Short Term Opportunities Fund

Debt Fund

25-Jun-10

16

HDFC Corporate Debt Opportunities Fund

Debt Fund

25-Mar-14

17

HDFC Short Term Plan

Debt Fund

28-Feb-02

18

HDFC MF Monthly Income Plan - Long Term Plan

Debt Fund

26-Dec-03

19

HDFC MF Monthly Income Plan - Short Term Plan

Debt Fund

26-Dec-03

20

HDFC High Interest Fund - Dynamic Plan

Debt Fund

28-Apr-97

21

HDFC Banking and PSU Debt Fund

Debt Fund

25-Mar-14

22

HDFC High Interest Fund - Short Term Plan

Debt Fund

6-Feb-02

23

HDFC Income Fund

Debt Fund

11-Sep-00

24

HDFC Cash Management Fund - Savings Plan

Liquid fund

18-Nov-99

25

HDFC Cash Management Fund - Call Plan

Liquid fund

6-Feb-02

26

HDFC Liquid Fund Premium Plan

Liquid fund

24-Feb-03

27

HDFC Liquid Fund

Liquid fund

17-Oct-00

28

HDFC Children's Gift Fund - Savings Plan

Children Gift Fund

2-Mar-01

29

HDFC Children's Gift Fund - Investment Plan

Children Gift Fund

2-Mar-01

30

HDFC FMP 1161D July 2016 (1)

Fixed Maturity Plan

27-Jul-16

31

HDFC FMP 1112D June 2016 (1)

Fixed Maturity Plan

7-Jul-16

32

HDFC FMP 1128D June 2016 (1)

Fixed Maturity Plan

29-Jun-16

33

HDFC FMP 1127D June 2016 (1)

Fixed Maturity Plan

21-Jun-16

34

HDFC FMP 1113D June 2016 (1)

Fixed Maturity Plan

8-Jun-16

35

HDFC FMP 1127D May 2016 (1)

Fixed Maturity Plan

31-May-16

36

HDFC FMP 1153D April 2016 (1)

Fixed Maturity Plan

5-May-16

37

HDFC FMP 1104D April 2016 (1)

Fixed Maturity Plan

21-Apr-16

38

HDFC FMP 1107D March 2016 (1)

Fixed Maturity Plan

29-Mar-16

39

HDFC FMP 1190D March 2016 (1)

Fixed Maturity Plan

23-03-2016

40

HDFC FMP 1114D March 2016 (1)

Fixed Maturity Plan

23-Mar-16

41

HDFC FMP 1120D March 2016 (1)

Fixed Maturity Plan

16-Mar-16

42

HDFC Gold Exchange Traded Fund

ETF

13-Aug-10

43

HDFC Focused Equity Fund - Plan B

RGESS Fund

6-May-15

44

HDFC Focused Equity Fund - Plan A

RGESS Fund

23-Feb-15

45

HDFC Rajiv Gandhi Equity Savings Scheme - Series 2

RGESS Fund

14-Mar-14

46

HDFC Dual Advantage Fund - Series II - 1111D

Dual Advantage fund

12-May-16

47

HDFC Dual Advantage Fund - Series II - 1099D

Dual Advantage fund

12-Apr-16

48

HDFC Dual Advantage Fund - Series II - 1160D

Dual Advantage fund

4-Feb-16

49

HDFC Dual Advantage Fund - Series I - 1100D

Dual Advantage fund

8-Sep-15

50

HDFC CPO - III - 1173D January 2015

Capital Protection Oriented Fund

12-Feb-15

51

HDFC CPO - III - 1207D December 2014

Capital Protection Oriented Fund

23-Dec-14

52

HDFC CPO-III- 1100D October 2014

Capital Protection Oriented Fund

28-Oct-14

53

HDFC CPO-II-36M June 2014

Capital Protection Oriented Fund

30-Jun-14

54

HDFC CPO-II-36M May 2014

Capital Protection Oriented Fund

5-Jun-14

55

HDFC DEBT FUND FOR CANCER CURE 2014

Capital Protection Oriented Fund

18-Mar-14

56

HDFC CPO - II - 36M February 2014

Capital Protection Oriented Fund

6-Mar-14

57

HDFC CPO-II-36M January 2014

Capital Protection Oriented Fund

29-Jan-14

58

HDFC CPO - I - 36M October 2013

Capital Protection Oriented Fund

8-Nov-13

59

HDFC CPO-I-36M September 2013

Capital Protection Oriented Fund

8-Oct-13

60

HDFC CPO-I-36M August 2013

Capital Protection Oriented Fund

6-Sep-13

61

HDFC Dynamic PE Ratio FOF - (Formerly Morgan Stanley Multi Asset Fund)

Fund of Fund

6-Feb-12

62

HDFC Gold Fund

Fund of Fund

1-Nov-11

63

HDFC Annual Interval Fund - Series 1 - Plan A, B

Annual Interval fund

5-Mar-13


If you any query or complaints regarding mutual fund , you can contact HDFC Mutual Fund Customer Care. HDFC customer care services are easy to approach and offers best services in the industry.
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