HDFC Mutual Fund Biggest Equity Schemes Return: In matters of asset under management in the mutual fund market, 2 schemes of HDFC Mutual Fund are included in the top 5 mutual fund schemes. Among these, the largest schemes of HDFC Mutual Fund in terms of AUM are HDFC Mid-Cap Opportunities Fund and HDFC Flexi Cap Fund. That means one is midcap scheme and the other is flexi cap scheme.
Flexi cap funds provide a balanced investment portfolio, giving the fund manager the freedom to invest in any stock falling in the large-cap, mid-cap and small-cap segments. Whereas midcap funds invest investors’ money in the stocks of companies falling in the midcap category in terms of market cap. Here we have compared 2 mutual funds to see how much profit the investors who invested in them through lump sum or SIP have received.
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HDFC Mid-Cap Opportunities Fund
The latest AUM of HDFC Midcap Opportunities Fund is Rs 77,967 crore and in this case it is the largest scheme of HDFC Mutual Fund and the second largest scheme overall in the equity category. This fund has given 19 percent annual return in 10 years on lump sum investment and 21.73 percent annual return in 10 years on SIP investment.
SIP performance of the fund
Annualized return of SIP in 10 years: 21.73% per annum
Monthly SIP amount: Rs 10,000
Total SIP investment in 10 years: Rs 12,00,000
SIP value after 10 years: Rs 37,80,040
High Return: 5 toppers of midcap mutual funds, investors’ money increased 3 to 4 times in 5 years, returns up to 39% on SIP
lump sum fund performance
Return on lump sum in 10 years: 22.22% per annum
One time investment: Rs 1 lakh
Value of investment of Rs 1 lakh in 10 years: Rs 11,12,170
1 Year Lump Sum Return: 29.20%
3 year lump sum return: 28.63% per annum
5 year lump sum return: 29.72% per annum
Top stocks in portfolio
Indian Hotels Company: 4.41%
Coforge Limited: 3.72%
Max Financial Services: 3.54%
Ipca Laboratories : 3.44%
The Federal Bank: 3.25%
Balkrishna Industries: 3.05%
Persistent Systems: 2.98%
Apollo Tires : 2.84%
HPCL: 2.8%
Indian Bank: 2.49%
Fund Managers: Chirag Setalvad, Dhruv Muchhal
Launch date: January 1, 2013
Total Assets: Rs 77,967 crore (December 31, 2024)
Expense ratio: 0.76% (December 31, 2024)
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HDFC Flexi Cap Fund
The latest AUM of HDFC Flexi Cap Fund is Rs 66,344 crore and in this case it is the second largest among HDFC Mutual Funds and is included in the overall top 5 in the equity category. This fund has given 17.35 percent annual return in 10 years on lump sum investment and 19.22 percent annual return in 10 years on SIP investment.
SIP performance of the fund
Annualized return of SIP in 10 years: 19.22% per annum
Monthly SIP amount: Rs 10,000
Total SIP investment in 10 years: Rs 12,00,000
SIP value after 10 years: Rs 33,01,526
lump sum fund performance
Return on lump sum in 10 years: 17.35% per annum
One time investment: Rs 1 lakh
Value of investment of Rs 1 lakh in 10 years: Rs 6,82,491
1 year lump sum return: 24.11%
3 year lump sum return: 24.83% per annum
5 year lump sum return: 23.31% per annum
SIP Topper: This midcap mutual fund became number 1 in 5 years and 10 years, SIP people got the highest returns
Top stocks in portfolio
HDFC Bank: 9.62%
ICICI Bank: 9.56%
Axis Bank: 8.1%
Kotak Mahindra Bank : 4.44%
Cipla: 4.42%
Maruti Suzuki India : 4.09%
SBI Life Insurance Company: 4.06%
Bharti Airtel: 3.91%
HCL Technologies: 3.67%
PIRAMAL PHARMA : 2.91%
Fund Managers: Roshi Jain, Dhruv Muchhal
Launch date: January 1, 2013
Total Assets: Rs 66,344 crore (December 31, 2024)
Expense ratio: 0.79% (December 31, 2024)
(Source : Fact Sheets, Value Research, Amfi)
(Note: There is no guarantee whether the past returns in any equity fund will continue or not. It may or may not continue in the future. There is risk in the market, so seek expert advice before investing.)
