HDFC Equity Mutual Fund

HDFC mutual fund equity is one of India's major fund houses. It was founded in 1999 as a partnership between Housing Development Finance Corporation (HDFC) and Standard Life Investment Limited (SLI). This portfolio management firm offers over 100 mutual fund options through various platforms. Its mutual fund types are exchange-traded funds (ETF), debt plans and hybrid strategies.

Filters

SIP Duration

5Y Returns

  • 1Y Returns

  • 2Y Returns

  • 3Y Returns

  • 4Y Returns

  • 5Y Returns

Risk

  • High

  • Low

  • Low to Moderate

  • Moderate

  • Moderately High

  • Very High

  • 360 ONE Mutual Fund

  • Aditya Birla Sun Life Mutual Fund

  • Axis Mutual Fund

  • Bajaj Finserv Mutual Fund

  • Bandhan Mutual Fund

  • Bank of India Mutual Fund

  • Baroda BNP Paribas Mutual Fund

  • Canara Robeco Mutual Fund

  • DSP Mutual Fund

  • Edelweiss Mutual Fund

  • Franklin Templeton Mutual Fund

  • Groww Mutual Fund

  • HDFC Mutual Fund

  • HSBC Mutual Fund

  • Helios Mutual Fund

  • ICICI Prudential Mutual Fund

  • IDBI Mutual Fund

  • IIFCL Mutual Fund

  • IL&FS Mutual Fund (IDF)

  • ITI Mutual Fund

  • Invesco Mutual Fund

  • JM Financial Mutual Fund

  • Kotak Mahindra Mutual Fund

  • L&T Mutual Fund

  • LIC Mutual Fund

  • Mahindra Manulife Mutual Fund

  • Mirae Asset Mutual Fund

  • Motilal Oswal Mutual Fund

  • NJ Mutual Fund

  • Navi Mutual Fund

  • Nippon India Mutual Fund

  • Old Bridge Mutual Fund

  • PGIM India Mutual Fund

  • PPFAS Mutual Fund

  • Quant Mutual Fund

  • Quantum Mutual Fund

  • SBI Mutual Fund

  • Samco Mutual Fund

  • Shriram Mutual Fund

  • Sundaram Mutual Fund

  • Tata Mutual Fund

  • Taurus Mutual Fund

  • Trust Mutual Fund

  • UTI Mutual Fund

  • Union Mutual Fund

  • WhiteOak Capital Mutual Fund

  • Zerodha Mutual Fund

Fund Category

  • Contra
  • Dividend Yield
  • ETFs
  • Flexi Cap Fund
  • Focused Fund
  • Index Funds
  • Large / Mid Cap
  • Large Cap Fund
  • Mid Cap Fund
  • Multi Cap Fund
  • Sector Funds
  • Small cap Fund
  • Thematic Fund
  • Value Fund

Best Mutual Funds 2024

Result Showing 1-25 of 187 Mutual Funds

    Mutual Fund Schemes
    Category
    Nav
    5Y Returns
    AUM
    (in Cr.)
    Compare
    equity
    169.76Feb 2, 2024
    26%
    ₹56,032

    Add to Compare

    equity
    137.19Feb 2, 2024
    25%
    ₹26,836

    Add to Compare

    equity
    73.55Feb 2, 2024
    25%
    ₹56,032

    Add to Compare

    equity
    73.55Feb 2, 2024
    25%
    ₹56,032

    Add to Compare

    equity
    67.79Feb 2, 2024
    25%
    ₹26,836

    Add to Compare

    equity
    67.79Feb 2, 2024
    25%
    ₹26,836

    Add to Compare

    equity
    155.60Feb 2, 2024
    25%
    ₹56,032

    Add to Compare

    equity
    52.38Feb 2, 2024
    24%
    ₹56,032

    Add to Compare

    equity
    52.38Feb 2, 2024
    24%
    ₹56,032

    Add to Compare

    equity
    122.23Feb 2, 2024
    24%
    ₹26,836

    Add to Compare

    equity
    47.84Feb 2, 2024
    24%
    ₹26,836

    Add to Compare

    equity
    47.84Feb 2, 2024
    24%
    ₹26,836

    Add to Compare

    equity
    43.99Feb 2, 2024
    23%
    ₹1,310

    Add to Compare

    equity
    296.55Feb 2, 2024
    22%
    ₹15,021

    Add to Compare

    equity
    29.84Feb 2, 2024
    22%
    ₹1,310

    Add to Compare

    equity
    29.84Feb 2, 2024
    22%
    ₹1,310

    Add to Compare

    equity
    285.38Feb 2, 2024
    22%
    ₹15,021

    Add to Compare

    equity
    40.36Feb 2, 2024
    21%
    ₹1,310

    Add to Compare

    equity
    20.23Feb 2, 2024
    21%
    ₹1,310

    Add to Compare

    equity
    20.23Feb 2, 2024
    21%
    ₹1,310

    Add to Compare

    equity
    198.61Feb 2, 2024
    21%
    ₹8,689

    Add to Compare

    equity
    44.97Feb 2, 2024
    22%
    ₹15,021

    Add to Compare

    equity
    44.97Feb 2, 2024
    22%
    ₹15,021

    Add to Compare

    equity
    35.85Feb 2, 2024
    21%
    ₹15,021

    Add to Compare

    equity
    35.85Feb 2, 2024
    21%
    ₹15,021

    Add to Compare

    Result Showing 1-25 of 187 Mutual Funds

    HDFC Equity Mutual Fund Investment Objective

    HDFC mutual fund equity is an open-ended program. It falls under the broadly diversified group of investment mutual funds strategies. It also attempts to provide long-term investment returns. It was established on January 1, 1995, and has been an ability in its sector since then, with cumulative values of 19.53%. The minimal investment amount in the strategy is ₹5000 for annuity purchase and ₹500 for a SIP buyer.

    Risks Involved in HDFC Equity Mutual Fund 

    HDFC mutual fund equity has moderate to high market volatility compared to debt and balanced funds. The stock's worth may fluctuate in response to changes in the actual share price. Stock value and volume movements, interest rates, currency exchange, government regulations, tax regulations, and other economic factors may impact stock values. The risk level is also determined by the degree of portfolio diversity. Sector/theme pattern-based HDFC mutual fund equity is more volatile in the marketplace than diverse equities. Similarly, large-cap equity funds will be less risky than small-cap or mid-cap stock funds. Before engaging in a program, individuals should examine their risk level.

    Return Potential of  HDFC Equity Mutual Fund 

    Earnings are coincidental with the risk that an investor takes. HDFC mutual fund equity outperforms debt and mutual funds in terms of returns. Previously, these products have delivered average returns of roughly 12% over five years. However, HDFC mutual fund equity does not promise high returns, and investment performances can fluctuate over time. A focused fund may have a larger potential return than a broad equities fund due to the greater risk. Large-cap funds, on the other hand, are known for providing consistent returns over market movements. Investors may grow their portfolio with a few small-cap / mid-cap investments to increase returns.

    Who Should Invest in HDFC Equity Mutual Fund?

    HDFC mutual fund equity is an investment that offers the best investment for every client base, with various programs that serve every user and business. In addition, anything from tax savings to wealth growth to retirement is available with HDFC mutual fund equity. Furthermore, several of their assets have a CRISIL rating of three or higher, which is a good indication of their financial services.

    Things To Consider Before Investing in HDFC Equity  Mutual Fund 

    A buyer should evaluate the following factors before beginning their investment journey with HDFC mutual fund equity:

    • Evaluate the program's vulnerability ratio. It will aid in determining how much money a client should put into the top HDFC mutual fund equity scheme.
    • Before putting your money into a debt fund, you should look at the fund's interest rate.
    • Investors must select an ideal HDFC mutual fund equity plan that precisely corresponds with their investing goals.

    Tax on HDFC Equity Mutual Fund 

    When investing in HDFC mutual fund equity, buyers should know that income payouts over ₹5,000 are taxed at a 10% rate. On the other hand, when people sell their mutual fund shares before a one-year waiting period, the proceeds are subject to a short-term tax on capital gains. This short-term tax is imposed at the fee of 15%, regardless of an individual's marginal rate. Investment income of more than one lakh is subject to a 10% long-term taxable profits, with no annual inflation advantages.

    Get your latest Credit Score, FREE

    Frequently Asked Questions (FAQs)

    How is HDFC mutual fund equity doing?

    HDFC mutual fund equity has several plans with high capital appreciation. According to the data, the DSP debt mutual fund provides a better return on investment, with an average gain of 7% to 10%.

    Is HDFC mutual fund equity Safe?

    Yes, HDFC mutual fund equity is safe to invest in as highly-experienced fund managers invest the funds. Additionally, the fund house is making it prominent for investment. It is also essential to be aware that investment in mutual funds is subject to market risks. Investors are advised to conduct thorough research and read all fund-related documents carefully.

    Is it beneficial to invest in equity funds?

    Yes, investing in equity funds is a good idea, particularly if you want larger returns and want to invest wisely. Investors must be aware that mutual funds are subject to market risk.
    Urban Money