Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400 020. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.2% since its launch. Below is the key information for HDFC Growth Opportunities Fund HDFC Growth Opportunities Fund Growth Launch Date 18 Feb 94 NAV (15 Dec 20) â¹128.503 â -0.37 (-0.28 %) Net Assets (Cr) â¹1,385 on 31 Oct 20 Category Equity - Large & Mid CapAMC HDFC Asset Management Company Limited Rating ââRisk Moderately HighExpense Ratio 2.41Sharpe Ratio -0.18Information Ratio -0.56Alpha Ratio -9.63Min 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. Mutual Funds Online - HDFC securities provides the list of best mutual funds to buy in India. From today, you can invest in SIPs every day. You can buy units on a given date each month so that one can implement a saving plan for yourself. HDFC Mid-Cap Opportunities Fund is a Equity - Mid Cap fund was launched on 25 Jun 07. capitalisation of the company based on issue price would make the company a part of the top 200 companies listed on the BSE based on market capitalisation. 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. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.9% since its launch. Easily choose & invest in the best mutual fund based on your requirements. We will explain you with an example. The SIP … HDFC Focused 30 Fund is a Equity - Focused fund was launched on 17 Sep 04. Ranked 24 in Mid Cap category. One of the other advantages of a SIP investment is that you can plan and fulfill your Financial goals. 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%â¹375 Cr53,552,012 Bajaj Electricals Ltd (Utilities)Equity, Since 31 Mar 19 | 5000314%â¹340 Cr6,980,775 Persistent Systems Ltd (Technology)Equity, Since 31 Oct 19 | PERSISTENT4%â¹331 Cr2,854,936 Aurobindo Pharma Ltd (Healthcare)Equity, Since 31 Aug 12 | AUROPHARMA4%â¹301 Cr3,895,711 Sonata Software Ltd (Technology)Equity, Since 31 Oct 17 | 5322213%â¹282 Cr8,892,000 Balkrishna Industries Ltd (Consumer Cyclical)Equity, Since 30 Nov 18 | BALKRISIND3%â¹279 Cr2,069,000 â -131,000 Atul Ltd (Basic Materials)Equity, Since 28 Feb 18 | ATUL3%â¹251 Cr417,522 Chambal Fertilisers & Chemicals Ltd (Basic Materials)Equity, Since 28 Feb 18 | 5000853%â¹223 Cr13,697,228 Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)Equity, Since 31 May 18 | 5407623%â¹220 Cr3,353,020 Procter & Gamble Health Ltd (Healthcare)Equity, Since 31 Dec 17 | 5001263%â¹214 Cr417,0007. HDFC Tax Saver Fund is a Equity - ELSS fund was launched on 31 Mar 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch. 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. HDFC MUTUAL FUND Date: Head Office : HDFC House, 2nd Floor, H.T. Letâs 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%). Short for Systematic Investment Plan, it is the process of purchasing any mutual fund of your selection. All Rights Reserved, Shepard Technologies Pvt. SIP Calculator or Systematic Investment Plan Calculator by HDFC Mutual Fund is a smart and efficient way to calculate the future value of SIP investments based on expected rate of return. Return for 2019 was 0.2% , 2018 was -11.2% and 2017 was 41.7% . Systematic Investment Plan (SIP) is an organized way of saving for long term or short term goals by investing specific amounts at periodic intervals. Return for 2019 was 0% , 2018 was -5.5% and 2017 was 42.3% . Return for 2019 was 6.6% , 2018 was -3.8% and 2017 was 29.4% . HDFC Mutual Fund: Invest in wide range of mutual fund investment plan offered by HDFC Bank. Below is the key information for HDFC Capital Builder Value Fund. Upload Documents (PAN, Aadhaar, etc.). Systematic Investment Plan (SIP) Calculator. DateValue30 Nov 15â¹10,00030 Nov 16â¹10,55330 Nov 17â¹14,39230 Nov 18â¹13,92630 Nov 19â¹14,06530 Nov 20â¹14,744 HDFC Capital Builder Value Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:â¹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is â¹300,000 expected amount after 5 Years is â¹385,859. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400 020. SIP application … Net Profit of â¹105,518 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. Open Free Investment Account for Lifetime at Fincash.com. 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). They can select the fund … SIP is a means to invest in a mutual fund. HDFC Capital Builder Value Fund (Erstwhile HDFC Capital Builder Fund) The fund plans to achieve long term capital appreciation. Mutual Fund Installment Pay your mutual fund SIP instalments on time with HDFC Bank’s range of bill payment options. I have an investment horizon of 20 to 25 years. Ranked 25 in Value category. Complete your Registration and KYC Process. A SIP is a systematic approach to investing and involves allocating a small pre-determined amount of money for investment in the market at regular intervals (usually every month) The SIP route is the preferred way of investing in stocks and Mutual … Ranked 34 in Multi Cap category. DateValue30 Nov 15â¹10,00030 Nov 16â¹10,18230 Nov 17â¹12,83430 Nov 18â¹12,39530 Nov 19â¹13,46530 Nov 20â¹14,049 HDFC Growth Opportunities Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:â¹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is â¹300,000 expected amount after 5 Years is â¹385,859. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.8% since its launch. Systematic Investment Plan (SIP) is an organized way of saving for long term or short term goals by investing specific amounts at periodic intervals. 1. The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. What are Daily SIPs? With Daily MF SIP, you invest a fixed amount of money through the SIP route in a Mutual Fund every business day. Ready to Invest?Talk to our investment specialistDisclaimer:By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I 2) HDFC Bank acts a distributor of mutual funds wherein we distribute products of various mutual funds. There are multiple benefits of investing through HDFC MF SIP. DateValue30 Nov 15â¹10,00030 Nov 16â¹10,84130 Nov 17â¹13,75530 Nov 18â¹13,83330 Nov 19â¹15,16830 Nov 20â¹14,820 HDFC Top 100 Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:â¹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is â¹300,000 expected amount after 5 Years is â¹395,578. Accordingly, as per the divergent needs of a large number of investors, HDFC online mutual fund have a variety of investment schemes. Return for 2019 was 6.8% , 2018 was -3.5% and 2017 was 36.9% . Ranked 34 in Multi Cap category. Net Profit of â¹85,859 Invest Now Invest Now Returns for HDFC Growth Opportunities Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Is SIP a mutual fund? Below is the key information for HDFC Tax Saver Fund HDFC Tax Saver Fund Growth Launch Date 31 Mar 96 NAV (15 Dec 20) â¹530.618 â -1.24 (-0.23 %) Net Assets (Cr) â¹6,649 on 31 Oct 20 Category Equity - ELSSAMC HDFC Asset Management Company Limited Rating ââRisk 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. DateValue30 Nov 15â¹10,00030 Nov 16â¹10,12630 Nov 17â¹13,50430 Nov 18â¹11,64330 Nov 19â¹12,49230 Nov 20â¹11,830 HDFC Focused 30 Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:â¹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is â¹300,000 expected amount after 5 Years is â¹349,120. HDFC Focused 30 Fund is a Equity - Focused fund was launched on 17 Sep 04. HDFC SIP Mutual Fund investment provides an opportunity for the investors so that they can plan an annual investment goal in order to achieve their long-term and short-term financial … HDFC Tax Saver Fund is a Equity - ELSS fund was launched on 31 Mar 96. HDFC Equity Fund is a Equity - Multi Cap fund was launched on 1 Jan 95. as on 15 Dec 20 DurationReturns1 Month 19.1% 3 Month 22.2% 6 Month 38.9% 1 Year -8.7% 3 Year -13.2% 5 Year -2% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis YearReturns2019 -3.4% 2018 -29% 2017 43.3% 2016 -1.9% 2015 -2.5% 2014 73.9% 2013 -14.4% 2012 35.4% 2011 -36.2% 2010 15.2% Fund Manager information for HDFC Infrastructure Fund NameSinceTenureAnand Laddha21 Oct 200.11 Yr.Rakesh Vyas1 Jun 191.5 Yr.Data below for HDFC Infrastructure Fund as on 31 Oct 20 Equity Sector Allocation SectorValueIndustrials31.03%Financial Services30.9%Utility12.77%Basic Materials8.17%Energy6.5%Technology3.74%Communication Services2.65%Consumer Cyclical1.58% Asset Allocation Asset ClassValueCash2.66%Equity97.34% Top Securities Holdings / Portfolio NameHoldingValueQuantity ICICI Bank Ltd (Financial Services)Equity, Since 31 Oct 09 | ICICIBANK9%â¹35 Cr880,000 Larsen & Toubro Ltd (Industrials)Equity, Since 30 Jun 12 | LT8%â¹33 Cr353,550 â -40,000 State Bank of India (Financial Services)Equity, Since 31 Mar 08 | SBIN8%â¹32 Cr1,683,050 CESC Ltd (Utilities)Equity, Since 30 Nov 12 | 5000848%â¹31 Cr550,142 NTPC Ltd (Utilities)Equity, Since 31 Dec 17 | 5325556%â¹26 Cr2,914,400 Coal India Ltd (Energy)Equity, Since 31 Oct 18 | COALINDIA6%â¹24 Cr2,065,000 Computer Age Management Services Ltd Ordinary Shares (Financial Services)Equity, Since 30 Sep 20 | 5432324%â¹18 Cr138,000 J Kumar Infraprojects Ltd (Industrials)Equity, Since 31 Oct 15 | 5329404%â¹17 Cr1,613,625 Gujarat Pipavav Port Ltd (Industrials)Equity, Since 30 Sep 17 | 5332484%â¹16 Cr1,842,000 Centum Electronics Ltd (Technology)Equity, Since 31 Jul 14 | 5175444%â¹15 Cr544,774. Below is the key information for HDFC Equity Fund. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.8% since its launch. Below is the key information for HDFC Infrastructure Fund HDFC Infrastructure Fund Growth Launch Date 10 Mar 08 NAV (15 Dec 20) â¹13.995 â 0.11 (0.78 %) Net Assets (Cr) â¹401 on 31 Oct 20 Category Equity - SectoralAMC HDFC Asset Management Company Limited Rating âââRisk 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. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.8% since its launch. I want to start an SIP of Rs 2,000 per month. Each month on a specific date a certain amount that is chosen by you gets invested in a mutual fund scheme of your choice. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch. However, you can change your settings at any time. DateValue30 Nov 15â¹10,00030 Nov 16â¹10,98930 Nov 17â¹16,38730 Nov 18â¹15,63830 Nov 19â¹14,42930 Nov 20â¹15,870 HDFC Small Cap Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:â¹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is â¹300,000 expected amount after 5 Years is â¹405,518. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.6% since its launch. Net Profit of â¹67,070 Invest Now Invest Now Returns for HDFC Tax Saver Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. HDFC Tax Saver Fund The fund plans to provide long term growth of capital. Plan your investment goals easily with HDFC Mutual Fund SIP … HDFC Capital Builder Value Fund is a Equity - Value fund was launched on 1 Feb 94. SIP or Systematic Investment Plan is a method of investing a fixed sum, regularly, in a mutual fund scheme. To generate long term capital appreciation from a portfolio of equity and equity linked instruments. HDFC Equity Fund. accept the terms of Privacy Policy and Systematic Investment plan or SIP is a method of Investing a fixed amount regularly at a stipulated time. The dates available for SIP investment are given on the company website. To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies. What Is A SIP? 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. Take a look at the estimated returns if you continue your Mutual Fund Daily SIP for a period of 3 to 5 years. With an SIP, you do not … HDFC provides the option to know your return before investment with the SIP return calculator. Ranked 63 in Large & Mid Cap category. Return for 2019 was -3.4% , 2018 was -29% and 2017 was 43.3% . SIP averages your investment cost over the … 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%â¹385 Cr3,248,974 â -116,000 Infosys Ltd (Technology)Equity, Since 31 Jul 09 | INFY9%â¹341 Cr3,218,612 â -35,000 ICICI Bank Ltd (Financial Services)Equity, Since 31 Oct 09 | ICICIBANK7%â¹277 Cr7,066,883 â 557,000 Bharti Airtel Ltd (Communication Services)Equity, Since 31 May 20 | BHARTIARTL5%â¹190 Cr4,389,546 â 381,000 Axis Bank Ltd (Financial Services)Equity, Since 28 Feb 09 | 5322154%â¹139 Cr2,829,460 â 611,000 Reliance Industries Ltd (Energy)Equity, Since 30 Apr 08 | RELIANCE3%â¹124 Cr605,426 â -359,500 HCL Technologies Ltd (Technology)Equity, Since 31 May 20 | HCLTECH3%â¹107 Cr1,275,194 â -46,000 NTPC Ltd (Utilities)Equity, Since 31 Aug 17 | 5325553%â¹103 Cr11,795,123 â -565,000 Maruti Suzuki India Ltd (Consumer Cyclical)Equity, Since 30 Jun 20 | MARUTI2%â¹90 Cr129,012 â -25,340 Reliance Industries Ltd. Equity, Since 30 Jun 20 | -2%â¹90 Cr759,222 â 221,000 6.