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Last updated: 19 Sep 2025, 01:34 PM
HDFC Mutual Fund: Building Wealth with Proven Expertise
HDFC Mutual Fund, established in 1999 as a joint venture between HDFC Limited (India's premier housing finance institution) and Aberdeen Standard Investments (now abrdn plc, a global investment manager from the UK), is headquartered in Mumbai. Sponsored by HDFC Bank, it is India's largest mutual fund house by assets under management, offering robust investment solutions for wealth creation and financial goals.
In-Depth Details
Key Highlights
- Products Offered: Comprehensive range of 100+ schemes, including equity (e.g., Flexi Cap, Mid-Cap Opportunities, Focused 30), hybrid (e.g., Balanced Advantage), debt (e.g., Liquid, Corporate Bond), solution-oriented (e.g., retirement, children's future), ETFs, and index funds—tailored for growth, income, tax-saving (ELSS), and balanced portfolios with minimum investments starting at ₹100 for SIPs.
- Reach & Scale: 210+ branches across 200+ cities, 75,000+ distribution partners, and 26.7 lakh+ investors; digital platforms like the HDFC Investor App and WhatsApp investments enhance accessibility.
- Performance Metrics: Assets Under Management (AUM): ₹8,37,348 crore (as of June 30, 2025); top schemes include Balanced Advantage (₹1,01,080 crore, 18%+ annualized returns since 1994), Flexi Cap (₹81,936 crore, 17.21% since launch), and Mid-Cap Opportunities (30.44% 5-year CAGR); overall equity AUM share: 32.27%.
- Achievements: First hybrid fund (Balanced Advantage) to cross ₹1 trillion AUM (June 2025); consistent top rankings in equity performance; recognized for profitability (21.07% PAT growth) and market leadership (11.3% share); awarded for innovation in fund management and digital investor services.
