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Mutual funds

Top-Rated HDFC Mutual Funds Deliver Up to 33% CAGR in Last 5 Years

Strategic Insights

— 2 min read

HDFC Mutual Fund has several high-performing schemes in its portfolio, with 57 equity-focused funds out of its 107 running schemes. The top-rated HDFC mutual fund schemes have delivered exceptional returns on both SIP and lump sum investments over the medium to long term. These funds have consistently outperformed their benchmarks and are suitable for long-term investors with a higher risk-taking capacity.

Key Takeaways:

  • HDFC Mid Cap Fund has delivered a strong CAGR of 33.07% over the last 5 years, outperforming its benchmark BSE 150 MidCap TRI by 2.34%.
  • The fund's lump sum investment of Rs 1 lakh in 2018 would have turned into over Rs 4.17 lakh in just 5 years.
  • HDFC Focused Fund has delivered a solid CAGR of 30.11% over the last 5 years, outperforming its benchmark BSE 500 TRI by 7.25%.
  • The fund's lump sum investment of Rs 1 lakh in 2018 would have turned into Rs 3.72 lakh in 5 years.
  • HDFC Flexi Cap Fund has delivered an impressive CAGR of 29.95% over the last 5 years, outperforming its benchmark BSE 500 TRI by 7.09%.
  • The fund's 5-year SIP return is 25.22% CAGR, turning a Rs 10,000 monthly SIP into Rs 11.18 lakh.
  • HDFC Retirement Savings Fund Equity Plan has delivered a strong CAGR of 27.89% over the last 5 years, outperforming its benchmark BSE 500 TRI by 5.03%.
  • The fund's 5-year SIP return is 22.24%, turning Rs 10,000 monthly SIP investment into Rs 10.41 lakh.
  • HDFC ELSS Tax Saver Fund has delivered an impressive 5-year CAGR of 27.25%, outperforming its benchmark BSE 500 TRI by 4.39%.
  • The fund's 5-year SIP return is 23.94% CAGR, turning a Rs 10,000 monthly investment into Rs 10.84 lakh.

Statistics:

  • HDFC Mid Cap Fund has delivered an impressive return of over 21% since inception.
  • The fund has assets of over Rs 84,000 crore and a relatively low expense ratio of 0.75%.
  • HDFC Mid Cap Fund's lump sum investment return over 5 years is 33.07% CAGR.
  • HDFC Focused Fund has delivered a solid return of 16.12% since inception.
  • The fund has assets under management of over Rs 20,800 crore and a low expense ratio of 0.60%.
  • HDFC Focused Fund's lump sum investment return over 5 years is 30.11% CAGR.
  • HDFC Flexi Cap Fund has delivered an impressive return of 17.25% since inception.
  • The fund has a large asset base of over Rs 79,500 crore and an expense ratio of 0.72%.
  • HDFC Flexi Cap Fund's lump sum investment return over 5 years is 29.95% CAGR.
  • HDFC Retirement Savings Fund Equity Plan has delivered a strong return of 20.68% since inception.
  • The fund has assets under management of over Rs 6,700 crore and an expense ratio of 0.74%.
  • HDFC Retirement Savings Fund Equity Plan's lump sum investment return over 5 years is 27.89% CAGR.
  • HDFC ELSS Tax Saver Fund has delivered an impressive return of 15.74% CAGR since inception.
  • The fund has assets worth Rs 16,908 crore and a low expense ratio of 1.07%.
  • HDFC ELSS Tax Saver Fund's lump sum investment return over 5 years is 27.25% CAGR.

Sources:

  • Value Research (https://www.valueresearchonline.com/)
  • HDFC Mutual Fund (https://www.hdfcfund.com/)

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