HDFC Mutual Fund
AUM
₹ 3,85,000 Cr.
AMC Age
30 Years
No. Of Schemes
703
HDFC AMC’s central business is Mutual Fund schemes across various asset classes, portfolio management and advisory services. The AMC has more than 140+ HDFC Mutual Fund Investor Services and 36+ branches as Points of Acceptance for transactions of its schemes.
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About HDFC Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
HDFC Mutual Fund, previously known as HDFC Asset Management Company Limited (HDFC AMC), was established in 1999 as a joint venture between HDFC Limited and Aberdeen Investment Management Limited. The fund house became publicly listed in August 2018 and has built a strong reputation, particularly in equity investments.
Key Features
- The fund house is one of India’s most trusted mutual fund managers, offering multiple investment solutions across asset classes.
- The fund house has over 95,000+ empanelled distributors, including mutual fund distributors (MFDs), national distributors (NDs), and banking partners.
- HDFC Bank owns a 52.5% stake in HDFC AMC, further strengthening its credibility and financial backing.
- With 280 offices across 200+ cities, HDFC AMC serves investors in nearly 99% of India's pin codes.
Documents Required
To invest in HDFC Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact HDFC Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
HDFC Mutual Fund Managers
Mr. Chirag Setalvad
Mr. Abhishek Mor
Mr. Dhruv Muchhal
Mr. Nirman Morakhia
Mr. Balakumar B
How To Invest In HDFC Mutual Fund With Choice?
HDFC Mutual Funds FAQs
The best HDFC Mutual Fund depends on your goals and risk appetite. Equity funds suit long-term growth, debt funds offer stability, and hybrid funds provide balance. On Choice FinX, you can access advanced research tools and conduct in-depth fundamental and technical analysis to make informed investment decisions.
HDFC Mutual Funds are taxable based on investment type and duration. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest via Choice FinX, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the KYC process is mandatory. Non-individual investors may need additional documents, which can be uploaded digitally on the Choice FinX platform.
The minimum investment in an HDFC Mutual Fund is 100 for both Systematic Investment Plan (SIP) and lump sum investments.
Returns are based on the Net Asset Value (NAV). The formula used is:Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100For SIPs, the XIRR (Extended Internal Rate of Return) method is used. Choice provides real-time NAV tracking and returns calculators to help investors estimate their earnings.
Yes, you can switch between HDFC Mutual Funds via Choice FinX. The platform allows seamless fund switching, but be mindful of potential exit loads and tax implications based on your investment duration.
Charges include the Expense Ratio, Exit Load for early redemption, and Transaction Fees on investments above a certain threshold. Direct plans, available on Choice FinX, have lower costs compared to regular plans.
No, a Demat account is not required to invest in HDFC Mutual Funds through Choice FinX. You can invest directly via the platform, or choose a Demat account if you prefer to hold mutual fund units in electronic format.
You can access your HDFC Mutual Fund statement directly on the Choice FinX platform under the Portfolio section. Alternatively, statements are available via the HDFC Mutual Fund website, email requests, or through CAMS/Karvy portals
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