1M
6M
1Y
3Y
5Y
All
| NAV: 01 Dec 2023 | ₹153.02 |
| Min. SIP amount | ₹100 |
| Rating | 4 |
| Fund size | ₹47,846.43Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 35.3% | 31.8% | 22.8% | 21.2% |
| Category average | 29.2% | 26.7% | 20.1% | NA |
| Rank with in category | 5 | 5 | 9 | NA |
Understand terms
Holdings (64)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
The Indian Hotels Company Ltd. | Services | Equity | 3.8% |
Tata Communications Ltd. | Communication | Equity | 3.4% |
The Federal Bank Ltd. | Financial | Equity | 3.2% |
Max Financial Services Ltd. | Financial | Equity | 3.1% |
Apollo Tyres Ltd. | Automobile | Equity | 3.0% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 2.9% |
Coforge Ltd. | Technology | Equity | 2.9% |
Indian Bank | Financial | Equity | 2.9% |
Bharat Electronics Ltd. | Capital Goods | Equity | 2.8% |
Ipca Laboratories Ltd. | Healthcare | Equity | 2.8% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.83%
Inclusive of GST
Exit load
Exit load of 1% if redeemed within 1 year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Chirag SetalvadJan 2013 - PresentView details
Chirag Setalvad
Jan 2013 - Present
View details
Education
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Experience
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
Also manages these schemes
Dhruv MuchhalJun 2023 - PresentView details
Dhruv Muchhal
Jun 2023 - Present
View details
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
"HDFC House", 2nd Floor,H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Phone
NA
Launch Date
10 Dec 1999
E-mail
NAWebsite
www.hdfcfund.com
HDFC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
www.camsonline.comCompare funds
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