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Introduction to the Fund
The HDFC Asset Management Company (HDFC AMC) Limited manage the HDFC Mutual Funds. Incorporated in 1999, the trustee of the HDFC Mutual Fund is HDFC Trustee Company Limited. HDFC Mutual Fund is among the most popular mutual funds in India.
HDFC Mutual Fund
HDFC Mutual Fund offers more than 10 types of funds with different benefits. Whether you are looking for capital growth, regular income, tax saving, or retirement fund, HDFC Mutual Fund has the perfect scheme for you. They also have a children’s gift fund designed to provide children with finance for education and start in life.
1. HDFC Equity Fund
This fund invests purely in equities with a view to providing long term gains. The fund is available in both growth and dividend options – that is the investors have an option to take dividend pay-out or reinvest the dividend in the mutual fund.
2. HDFC Mid-Cap Opportunities Fund
The investment objective of the HDFC Mid-Cap Opportunities Fund is to generate capital growth over the long term and ideal for investors who want long-term capital appreciation through investment mainly in equity and equity-related instruments of small- and mid-cap companies.
Equity and equity related
Small/Mid Cap Companies
3. HDFC TaxSaver (ELSS)
The scheme is an Open-ended Equity-Linked Savings Scheme that comes with a 3-year lock-in period with the objective to generate capital appreciation via investments in equity and equity related instruments.
4. HDFC Capital Builder Value Fund
The fund objective is to achieve capital appreciation/income in the long term by primarily investing in undervalued stock of strong companies.
Exit Load of 1.00% in respect of each purchase / switch-in of Units, if redeemed / switched-out within 12 months from the date of allotment
Exit load of 1.00% if redeemed /switched-out after 12 months but before 18 months from the date of allotment.
Exit load of 0.50 % if redeemed / switched-out after 36 months but before 18 months from the date of allotment
1. HDFC Gilt Fund
The investment objective of the HDFC Gilt Fund is to achieve credit risk-free returns by investing in sovereign securities of the State Government and/or Central Government, whose maturities range between medium and long term.
2. HDFC Low Duration Fund
The fund objective is to generate income / capital appreciation through investment in debt securities and money market instruments.
Money Market Instruments
3. HDFC Floating Rate Debt Fund
It is a debt floater fund with objective to generate income on a regular basis via investment in a portfolio that consists mainly of floating rate money market/debt instruments, fixed rate money market/debt instruments switched for floating rate returns, and fixed rate money market and debt instruments.
4. HDFC MF Monthly Income Plan – Short Term Plan
The primary objective of the Scheme is to generate regular returns through investment primarily in Debt and Money Market Instrument. The secondary objective of the Scheme is to generate long-term capital appreciation by investing a portion of the Scheme's assets in equity and equity related instruments.
Long Term capital appreciation
Equity and equity related Instruments
5. HDFC Banking and PSU Debt Fund
The fund operates under low risk as the scheme invest in portfolio of money market and debt instruments that comprise mainly of securities issued by entities like Public Sector undertakings and Scheduled Commercial.
1. HDFC Money Market Fund
The fund has a unique feature that its objective is to maintain high liquidity and safety through investing in those instruments that matures in less than 91 days.
2. HDFC Liquid Fund
HDFC Liquid fund is appropriate for the investors who seek short term income with low risk probability. The investments are done under the portfolio that comprise of money market and debt instruments.
2. HDFC Liquid Fund Premium Plan\
Along with maintaining high liquidity fund maintains the income by investing under portfolio that is judicious and comprises of debt and money market instruments.
4. HDFC Cash Management Fund – Call Plan
Under the scheme the fund managers invest in CBLO (Collateralized Borrowing and Lending Obligations), fixed income securities with overnight liquidity/maturity, and overnight reverse repos in Government securities.
The assets under this fund invest in money market/debt instruments and their objective is to generate long term returns while ensuring that risk is under control.
3% if redeemed/switched 1yr
2% for 1st & 2nd yr.
1% for 2nd & 3rd yr. (Lock-in till the child completes 18years of age or until completion of 3years from the DOA, whichever is later).
Retirement saving funds helps to create a corpus for retirement. It is ideal for investors who want a corpus at the time of redemption after they have crossed 60 years of age.
In order to invest in HDFC Mutual Funds, simply walk into the nearest HDFC Bank office and ask for mutual fund representatives. You can also invest via their online portal by creating an account and registering yourself.
Copies of the following documents will be required for investing in HDFC Mutual fund.
1. What is HDFC Flex SIP?
Flex SIP is a facility whereby you can invest more than your designated amount in your SIP to take advantage of a fall in the market. This can help you get better returns.
2. For what purpose HDFC offers FATCA and CRS?
Foreign Account Tax Compliance Act and Common Reporting Standard is provided with the aim to provide automatic exchange of information between bilateral treaty partner countries and about account-holders / investors maintaining accounts in foreign jurisdictions and also to prevent citizen or resident of countries / territories outside India, whether individuals or specified entities, from using banks and other financial institutions to avoid taxation on income generated from all offshore accounts. FATCA and CRS both, obligates such financial institutions to report information about persons from these countries / territories having accounts with them.
3. What is special feature of HDFC Swing STP?
Swing STP is a facility whereby an investor invests a lump sum in a debt fund. Each month a fixed amount is transferred from this debt fund to equity fund with a view to earning a capital gain. The amount transferred each month is adjusted depending on the appreciation or depreciation of the fund.
4. How I can calculate the value of my investments in HDFC Fund?
You can calculate the value of your investment in HDFC Mutual Fund by finding out the NAV (Net Asset Value) of the fund from the official website of the asset manager.
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