HDFC Top 100 Fund :HDFC Mutual Fund’s scheme HDFC Top 100 Fund tops the return chart in the largecap category. This fund has given the highest return in its category i.e. Largecap in the last 20 years at the rate of about 17.50 percent per annum. Since its launch, this fund has given 19.50 percent annualized return on lump sum investment and 18.76 percent annualized return on SIP investment. This fund has completed 28 years since its inception last October. That means this fund has remained a wealth creator for investors continuously for the last 28 years.
The inception date of HDFC Top 100 Fund is 11 October 1996. The asset under management (AUM) of this fund as of October 31, 2024 was Rs 36,467.34 crore. Whereas the expense ratio of the regular plan of the fund is 1.61 percent. The benchmark for this is NIFTY 100 TRI. In this, SIP can be started with a minimum of Rs 100. Lump sum investment can also be made with Rs 100.
SIP Winner: HDFC MF’s biggest scheme became SIP winner on the basis of big shares, how much monthly investment had to be made for 10 crore fund
SIP performance of the fund
SIP data in HDFC Top 100 Fund is available for the last 28 years. In 28 years, this fund has given 18.76% annualized return to investors. In this, those who did SIP of just Rs 5000 will now have accumulated funds worth around Rs 4.30 crore.
Annualized return of SIP in 28 years: 18.76%
Monthly SIP amount: Rs 5000
Total investment in 28 years: Rs 16,80,000
Total value of SIP in 28 years: Rs 4,29,88,978
Smart SIP: Make your SIP investment a little smarter, then see for yourself the wonders, your targets will be achieved quickly with more benefits.
lump sum fund performance
1 year return: 37.57%
Value of investment of Rs 1 lakh: Rs 1,37,811
3 year return: 20.08%
Value of investment of Rs 1 lakh: Rs 1,73,240
5 year return: 20.20%
Value of investment of Rs 1 lakh: Rs 2,51,201
10 year return: 14.00%
Value of investment of Rs 1 lakh: Rs 3,70,935
Return since inception: 19.50%
Value of investment of Rs 1 lakh: Rs 1,46,21,691
Best SIP Return: Top smallcap fund with high rating, made Rs 5 crore from SIP of Rs 10 thousand, left behind the giants in giving returns
Portfolio: Top Holding
ICICI Bank: 10.65%
HDFC Bank: 9.58%
NTPC Limited: 6.12%
Larsen and Toubro: 5.78%
Bharti Airtel: 5.27%
Infosys: 4.33%
Axis Bank: 4.29%
ITC Ltd: 4.25%
Reliance Industries: 3.51%
Coal India: 3.42%
SIP Star: Amazing scheme with 4 star rating, SIP of Rs 10,000 turned into Rs 1 crore, money increased 12 times on one time investment
HDFC Top 100 Fund: Why is this scheme a better option?
An open-ended equity scheme that invests primarily in large cap stocks. The aim of this scheme is to increase the wealth of investors in the long term. As per the rules of market regulator SEBI, this fund will maintain at least 80 percent exposure in large cap shares. Largecap means the current top 100 companies of India in terms of full market capitalization. Generally, large cap companies are well-established businesses, which are not much affected by short-term market fluctuations.
These companies are diversified across key sectors and economic variables and are market leaders in their respective sectors. HDFC Top 100 Fund is the right option for those investors who aim to grow their wealth manifold through long term investments. Due to presence of large cap stocks in the portfolio, the risk also remains less.
(Note: We have given information here based on the performance of a mutual fund scheme. This is not investment advice. There are risks in the market, so consult a financial advisor before investing.)
