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Best HDFC Equity Funds in a 5-year period

Mutual Funds76 views

Highlights

  • Searching for Top HDFC Equity Funds in a 5-year Period? Find Them Here
  • The list includes HDFC Top 100 Fund, HDFC Mid Cap Opportunities Fund, HDFC Equity Fund, etc

HDFC Mutual Fund is one of the top leaders in the Indian asset management space by offering a wide array of equity funds that can help you maximize the earnings from the investment made there. What’s great about these schemes is that they have been able to beat the effect of inflation by offering good returns to investors over different periods of time.

If we talk of a 5-year period, quite a lot of HDFC equity funds dazzled the mutual fund space with high returns. All these funds with returns over 5 years along with other key data is shown in this post. Take a look and choose the one that you think is the best.

Top-performing HDFC Equity Funds According to Different Categories

HDFC offers equity funds in several categories – large-cap, multi-cap, mid-cap, small cap, ELSS, etc.

Equity FundsCategory5-year ReturnRating Net Asset Value (NAV)
HDFC Top 100 FundLarge Cap9.91%4 StarGrowth - ₹499.396

Dividend - ₹48.627
HDFC Mid Cap Opportunities FundMid Cap12.40%4 StarGrowth - ₹52.155

Dividend - ₹26.379
HDFC Equity FundMulti Cap9.72%3 StarGrowth - ₹673.38

Dividend - ₹50.877
HDFC Small Cap FundSmall Cap13.89%5 StarGrowth - ₹40.637

Dividend - ₹21.393
HDFC Taxsaver FundELSS7.47%3 StarGrowth - ₹513.354

Dividend - ₹52.628
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Note – The data is sourced from Value Research as on July 18, 2019. It pertains to the regular plan of the schemes shown above.

What Does HDFC Top 100 Fund Do?

This fund invests predominantly in stocks of top 100 companies according to the market capitalization. These companies would most likely have strong business fundamentals. And so, one can expect reasonably good returns over the long-term. You need to possess a medium risk profile as an investor choosing this scheme.

What Does HDFC Mid Cap Opportunities Fund Do?

This fund invests predominantly in stocks of top 101-250 companies according to the market capitalization. The fund, in comparison to HDFC Top 100 Fund, can be more volatile. As a result, you must have a medium to high-risk investor profile before investing in this scheme.

A Look at HDFC Equity Fund

The fund would most likely be more diversified than the two funds mentioned above. The reason being the portfolio of the fund would comprise stocks of different market capitalizations.

Overview on HDFC Small Cap Fund

The fund invests mainly in stocks of companies ranked after the top 250 according to the market capitalization. This fund can be more volatile compared to all other shown above.

What’s Special About HDFC Tax Saver Fund?

This fund comes under the category of Equity-linked Savings Scheme (ELSS) as mentioned in the table above. It’s an open-ended scheme that offers tax exemption up to ₹1.5 lakh in a financial year. The exemption amount would, however, depend on the amount of investment you make in this scheme in a year. The taxman will deduct the exemption amount from the annual gross income to compute the resultant amount on which the tax is calculated.

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How to Invest Online in HDFC Equity Mutual Funds?

You can invest in HDFC Equity Mutual Funds online at Wishfin, a neutral financial marketplace enabling you to compare and invest in a wide range of mutual fund schemes. You first need to create a login before making an investment. The login will be created after registering details. Check the registration process in the steps below.

  • Go to www.wishfin.com
  • Click on ‘Mutual Funds’
  • Go to ‘Register’
  • Enter your mobile number
  • Click on ‘Get Started’
  • Mention your name, email ID, the city you live in
  • Create a password that conforms to alphabet, numeric and special character requirements
  • Click on ‘Sign Up

Your account will be created so that you can login.

After Login

  • Go to Equity Funds
  • Choose ‘HDFC Mutual Fund’ from the scroll among the list of Asset Management Companies (AMCs)
  • Choose any of the HDFC Equity Mutual Funds you want to invest in
  • Click on ‘Invest’ below the scheme name.

How to Check the NAV of HDFC Equity Mutual Funds?

You can easily check the NAV of HDFC equity mutual fund schemes on the official website of the fund house. Remember, the NAV changes on a daily basis depending on the extent of trading on a particular day. The stocks in which HDFC equity funds invest in would undergo change on each trading day and so will reflect into the NAV at the end of each trading day.

Disclaimer – “Mutual fund investments are subject to market risks. Please read the scheme document carefully before investing”.