HDFC Mutual Fund plans: 5 strategies that provided greater than 25% returns in 5 years; do you possess any type of?

HDFC Mutual Funds: A current evaluation by Cafemutual revealed that SBI Mutual Fund, ICICI Prudential Mutual Fund, and HDFC Mutual Fund become the leading 3 fund homes in regards to equity Assets Under Management (AUM). SBI Mutual Fund leads the pack with the greatest equity AUM ofRs 8.38 lakh crore, obtaining 74% of its complete possessions from equity funds. Following carefully behind is ICICI Prudential Mutual Fund with an equity AUM ofRs 5.75 lakh crore, and HDFC Mutual Fund complete the leading 3 with an equity AUM ofRs 5.25 lakh crore.

As of September 2024, HDFC Mutual Fund takes care of possessions worth Rs 7.80 lakh crore throughout 130 shared fund plans. As a reliable possession monitoring firm (AMC), HDFC Mutual Fund supplies a large range of skillfully taken care of shared fund plans made to assist financiers attain their economic objectives. With a varied profile of over 100 funds accommodating various risk-return accounts, HDFC Mutual Fund offers financial investment choices to satisfy the requirements of a varied capitalist base.

Here are the leading 5 equity fund plans that provided greater than 25% returns

1. HDFC Large and Mid Cap Fund– Direct Plan

5-Year Return: 25.72%
NAV: Rs 342.5690 (As of Oct 25, 2024)
Return Since Launch: 14.81%
Expense Ratio: 0.84%
Assets: Rs 24,508 crore (As of Sep 30, 2024)
Minimum Investment: Rs 100
Launch Date: January 1, 2013

SIP Performance
Rs 10,000 SIP developed into Rs 39,35,597 with 18.41% annualized returns
Total financial investment: Rs 13,30,000 over 11 years

2. HDFC Retirement Savings Fund– Equity Plan– Direct Plan

5-Year Return: 25.72%
NAV: Rs 55.5930 (As of Oct 25, 2024)
Return Since Launch: 21.88%
Expense Ratio: 0.66%
Assets: Rs 6,168 crore (As of Sep 30, 2024)
Minimum Investment: Rs 100
Launch Date: February 25, 2016
SIP Performance: Rs 10,000 SIP developed into Rs 24,75,385 with 22.48% annualized returns (Total financial investment: Rs 9,70,000 over 8 years)

3. HDFC Infrastructure Fund– Direct Plan

5-Year Return: 25.91%
NAV: Rs 50.7180 (As of Oct 25, 2024)
Return Since Launch: 13.67%
Expense Ratio: 1.10%
Assets: Rs 2,607 crore (As of Sep 30, 2024)
Minimum Investment: Rs 100
Launch Date: January 1, 2013
SIP Performance: Rs 10,000 SIP developed into Rs 38,72,960 with 18.14% annualized returns (Total financial investment: Rs 13,30,000 over 11 years)

4. HDFC Small Cap Fund– Direct Plan

5-Year Return: 29.36%
NAV: Rs 150.8910 (As of Oct 25, 2024)
Return Since Launch: 20.96%
Expense Ratio: 0.68%
Assets: Rs 33,963 crore (As of Sep 30, 2024)
Minimum Investment: Rs 100
Launch Date: January 1, 2013
SIP Performance: Rs 10,000 SIP developed into Rs 51,06,142 with 22.67% annualized returns (Total financial investment: Rs 13,30,000 over 11 years)

5. HDFC Mid-Cap Opportunities Fund– Direct Plan

5-Year Return: 29.73%
NAV: Rs 200.8080 (As of Oct 25, 2024)
Return Since Launch: 22.18%
Expense Ratio: 0.72%
Assets: Rs 77,683 crore (As of Sep 30, 2024)
Minimum Investment: Rs 100
Launch Date: January 1, 2013
SIP Performance: Rs 10,000 SIP developed into Rs 51,02,124 with 22.65% annualized returns (Total financial investment: Rs 13,30,000 over 11 years)