HDFC Mutual Fund Top Performs: HDFC Mutual Funds’s top unity scheme remains the reign on the return chart in the long term. Some equity schemes of the fund house have increased the money of investors 4 times or 5 times in 10 years. During 10 years HDFC Mutual Fund The top performing scheme has given 14 per cent to 19 per cent returns on Lamp Sama investment. At the same time, those investing through Systematic Investment Plan (SIP) have also got 16 to 19 percent environment. It is clear from the returns received in these funds that if you are ready to maintain your returns for a long period with taking some residence, then you can get your financial target with high returns.
In fact, the current decline in the market and due to this, short -term loss in equity mutual funds is scaring investors. But equity mutual funds are not known for short -term investment, but to invest with a long -term goal. By maintaining investment for a long period, short term risks covers, while compounding also gets the benefit. However, no guarantee can be taken that the old returns will remain in future also. Here we have given information about the funds of the funds of funds and Value Research, the funds that have done the top performance.
HDFC Small Cap Fund
HDFC Smallcap Fund has given 18.55 percent annual return on one time investment in 10 years. Whereas SIP But during this time 18.83 percent annual returns have been received. The scheme was launched on 1 January 2013. Its latest AUM is Rs 28,120 crore and the Expenses ratio is 0.82%.
Lums Samaj
10 year annuals
One Time Investment: Rs 1,00,000
Value of investment in 10 years: Rs 5,49,100
Sip performance
10 years annual SIP Return: 18.83%
Monthly SIP Amount: Rs 10,000
Total investment in 10 years: Rs 12,00,000
Value of SIP after 10 years: Rs 32,30,344
Top holdings
Firstsource Solutions: 6.75%
Eclerx Services: 3.77%
Aster DM Healthcare: 3.49%
Bank of Baroda: 3.28%
Fortis Healthcare: 2.71%
HDFC Mid-Cap Opportunities Fund
HDFC Midcap Opportunities The fund has given 17.87 percent annual return on one time investment in 10 years. Whereas SIP has received 19.29 percent annual returns during this period. The scheme was launched on 1 January 2013. Its latest AUM is Rs 67,579 crore and the expansion ratio is 0.83%.
Lums Samaj
10 year annuals
One Time Investment: Rs 1,00,000
Value of investment in 10 years: Rs 5,18,530
Sip performance
10 year annual SIP Return: 19.29%
Monthly SIP Amount: Rs 10,000
Total investment in 10 years: Rs 12,00,000
Value of SIP after 10 years: Rs 33,10,874
Top holdings
Indian Hotels Company: 3.77%
Max Financial Services: 3.77%
Balkrishna Industries: 3.53%
The Federal Bank: 3.36%
Coforge: 3.27%
HDFC Flexi Cap Fund
HDFC Midcap Flexi Cap Fund Has given 14.79 percent annual return on One Time Investment in 10 years. Whereas 18.20 percent annual return on SIPs have been received during this period. The scheme was launched on 1 January 2013. Its latest AUM is Rs 64,124 crore by 28 February 2025 and 0.81% Expenses ratio.
Lums Samaj
10 year annuals
One Time Investment: Rs 1,00,000
Value of investment in 10 years: Rs 3,97,750
Sip performance
10 years annual SIP Return: 18.20%
Monthly SIP Amount: Rs 10,000
Total investment in 10 years: Rs 12,00,000
Value of SIP after 10 years: Rs 31,21,863
Top holdings
HDFC Bank: 9.73%
ICICI Bank: 9.29%
Axis Bank: 8.87%
Kotak Mahindra Bank: 4.9%
Maruti Suzuki India: 4.66%
HDFC Focused 30 Fund
HDFC Focused 30 funds have given 14.46 percent annual return on one time investment in 10 years. Whereas 18.20 percent annual return on SIPs have been received during this period. The scheme was launched on 1 January 2013. Its latest AUM is Rs 15,516 crore by 28 February 2025 and 0.71% of the Expens ratio.
Lums Samaj
10 years annuals
One Time Investment: Rs 1,00,000
Value of investment in 10 years: Rs 3,86,570
Sip performance
10 years annual SIP Return: 17.81%
Monthly SIP Amount: Rs 10,000
Total investment in 10 years: Rs 12,00,000
Value of SIP after 10 years: Rs 30,57,106
Top holdings
HDFC Bank: 9.69%
ICICI Bank: 8.92%
Axis Bank: 8.90%
Maruti Suzuki India: 4.81%
Kotak Mahindra Bank: 4.29%
HDFC Large and Mid Cap Fund
HDFC Large and Midcap Fund Has given 13.40 percent annual return on One Time Investment in 10 years. While 16.49 percent annual returns have been received on SIP during this period. The scheme was launched on 1 January 2013. Its latest AUM is Rs 21,527 crore by 28 February 2025 and 0.96% Expenses ratio.
Lums Samaj
10 year annuals
One Time Investment: Rs 1,00,000
Value of investment in 10 years: Rs 3,52,050
Sip performance
10 years annual SIP Return: 16.49%
Monthly SIP Amount: Rs 10,000
Total investment in 10 years: Rs 12,00,000
Value of SIP after 10 years: Rs 28,47,460
Top holdings
HDFC Bank: 5.5%
ICICI Bank: 3.86%
Infosys: 2.61%
Axis Bank: 2.01%
Indusind Bank: 1.73%
(Source: Fund Fact Sheets and Value Research)
(Note: Whether or not the old return in any equity fund will continue further, it is not guaranteed. It may or may not remain in future. There are risks in the market, so consult experts before investment.)
