Top-Performing HDFC Mutual Fund Schemes to Choose From

HDFC is one of the prominent names in the asset management space by offering a wide range of mutual fund schemes attuned to meet the specific needs of investors. Someone eyeing wealth creation over the long-term can opt for the equity funds that the fund house has to offer. On the other hand, conservative investors wanting a regular flow of income can trust the top-performing debt funds of this asset management company (AMC). And there are hybrid funds that live up to the expectations of investors having both aggressive and conservative instincts. So, which are the top-performing HDFC Mutual Fund Schemes available right now? Let’s find them out in this post.

HDFC Equity Mutual Funds

These equity funds look to appreciate the growth of your capital by investing in equity and equity-related instruments of companies.

HDFC Small Cap Fund

As the name suggests, the fund invests in stocks of companies ranked after the top 250 companies according to market capitalization. As far as the performance is concerned, it couldn’t do much in the last one year as the negative returns simply mirrored the sustained bear run that prevailed in equity markets during this period. The last 3, 5 and 10 year performance has been good with returns of 7.58%, 10.75% and 12.93%, respectively. The fund has beaten its benchmark (S&P BSE Small Cap TRI) across these periods.

HDFC Mid Cap Opportunities Fund

The fund may have delivered abysmal returns in the near term, largely because of the fall the broader market has witnessed of late. But the investment of assets in top 101-250 companies as per their market capitalization has worked well by reaping gains of 10.09% and 16.92% in 5 years and 10 years, respectively.

Top-performing HDFC Debt Mutual Fund Schemes

These debt funds invest predominantly in a mix of bonds, debentures and money-market instruments. Let’s check out the top HDFC debt funds.

HDFC Short Term Debt Fund

The performance of the fund has been good across the periods. It has delivered a return of 10.35%, 7.74% and 8.30% in the last one, three and five years, respectively.

HDFC Corporate Bond Fund

The fund seeks to invest mainly in AA+ and above corporate bonds with an eye to appreciating the growth of your invested capital. It has given an outstanding 11.51% return in the last one year. While its 3-year and 5-year performance has also remained good with returns of 7.82% and 8.62%, respectively.

HDFC Liquid Fund

The portfolio of the fund mainly consists of money-market instruments that typically have a shorter maturity period. The immaculate asset allocation has ensured consistent returns for the investors investing their hard earned money in this fund. It has delivered returns of 6.96% in 1 year, 6.84% in 3 years, 7.36% in 5 years and 7.78% in 10 years.

Best HDFC Hybrid Mutual Funds

These funds invest in a mix of equity and debt instruments to appreciate the growth of invested capital and generate regular income. Now, these funds can be either equity or debt-oriented. While equity-oriented funds would invest around 60%-65% of the corpus in equities and the remaining portion in debt instruments, debt-oriented funds will exhibit the reverse asset allocation.

HDFC Hybrid Equity Fund

The fund has provided returns of 10.18%, 7.60%, 9.60% and 14.11% in the last one, three, five and ten years, respectively.

HDFC Retirement Savings Fund - Hybrid Debt Plan

It’s a debt oriented hybrid fund that has given returns of 8.47%, 5.19%, 7.34% and 8.79%, respectively.

Note - Data sourced from Value Research as on October 29, 2019

HDFC Mutual Fund Statement Online

You can also receive your HDFC Mutual Fund Statement Online. The statement, which shows the latest investment status will be sent to your registered email ID.