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Exit load | 0% |
Min. investment | SIP ₹100 & Lump. ₹100 |
Launch date | 26 Apr 2024 |
End date | 10 May 2024 |
Scheme benchmark | NIFTY India Manufacturing |
Fund type | OPEN-ENDED |
Risk | Very High |
Short term capital gains (STCG) | Returns taxed at 15% if you redeem before 1 year |
Long term capital gains (LTCG) | After 1 year, pay tax of 10% on returns of ₹1 lakh+ in a financial year |
Category average | |
---|---|
Since Inception | 15.92% |
15y | 16.94% |
10y | 17.95% |
7y | 21.14% |
5y | 26.3% |
3y | 26.96% |
1y | 43.58% |
Trailing returns show point to point returns over different time periods. When compared to benchmark, trailing returns indicate how well the portfolio has compounded against benchmark.
Category average median | |
---|---|
15y | 14.8% |
10y | 14.8% |
7y | 14.9% |
5y | 15.4% |
3y | 15.9% |
1y | 15.0% |
Rolling returns is the best measure of consistency & likelihood of returns in a mentioned period. Above table shows the returns this category is likely to give for the different investment periods.
Category average | |
---|---|
Since Inception | 14.26% |
15y | 18.29% |
10y | 17.14% |
7y | 16.21% |
5y | 22.16% |
3y | 23.68% |
1y | 45.8% |
Trailing returns show point to point returns over different time periods. When compared to benchmark, trailing returns indicate how well the portfolio has compounded against benchmark.
Category average median | |
---|---|
15y | 12.6% |
10y | 14.1% |
7y | 13.9% |
5y | 13.9% |
3y | 12.9% |
1y | 11.9% |
Rolling returns is the best measure of consistency & likelihood of returns in a mentioned period. Above table shows the returns this category is likely to give for the different investment periods.
Category average | |
---|---|
2024 | 11.63% |
2023 | 34.19% |
2022 | 4.71% |
2021 | 35.76% |
2020 | 18.03% |
2019 | 6.38% |
2018 | -7.85% |
2017 | 35.64% |
2016 | 5.66% |
2015 | 3.85% |
2014 | 47.7% |
2013 | 12.66% |
2012 | 27.51% |
2011 | -18.09% |
2010 | 19.81% |
2009 | 89.18% |
2008 | -57.9% |
2007 | 46.34% |
2006 | 24.92% |
Calendar year returns are yearly return of the portfolio and when compared to the benchmark they can indicate the consistency of outperformance.
Unlike NFOs, these funds have a proven track record of giving good returns
A New Fund Offer refers to the inception of a new mutual fund scheme. During an NFO, the fund house invites investors to subscribe to the units of the new scheme. Learn the fundamentals and basics of picking the right NFO.
Fund AUM | NA as on Mar 31, 2024 |
Scheme document | View Scheme Document |
Product Presentation | View Product Presentation |
The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the manufacturing activity.
No. of schemes | 68 view all schemes |
Total AUM | ₹6,17,678 Crs as on Mar 31, 2024 |
Address | "HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate Mumbai, 400020 |
Fund name | ETM Rank | AUM (in Crs.) | 1Y | 5Y |
---|---|---|---|---|
HDFC Mid-Cap Opportunities Fund | #5 | ₹63,413 Crs | 53.68% | 26.64% |
HDFC Small Cap Fund | #9 | ₹29,685 Crs | 42.33% | 25.73% |
HDFC Retirement Savings Fund - Equity Plan | #1 | ₹5,044 Crs | 35.58% | 23.95% |
HDFC Infrastructure Fund | #16 | ₹1,894 Crs | 78.75% | 23.58% |
HDFC Large and Mid Cap Fund | #10 | ₹18,692 Crs | 45.95% | 23.18% |
HDFC Focused 30 Fund | #5 | ₹11,247 Crs | 40.52% | 22.29% |
This new fund offering has ended
This scheme will be available for investments after 21 May 2024