Five HDFC Mutual Fund equity schemes have delivered investors 24-26% returns over the past five years, with SIPs (Systematic Investment Plans) yielding 22-27%. Long-term investments show superior results.
Top 5 HDFC MF Funds: Recent months have witnessed significant volatility in the stock market, with the Sensex and Nifty indices falling by approximately 15%. Investors have consistently faced losses during this period. However, some mutual funds have demonstrated excellent performance amidst this instability. Five prominent HDFC Mutual Fund equity schemes have provided investors with substantial returns, with some investments even tripling in value. These funds have delivered annual returns of 24-26% over the past five years. During this period, investors using SIPs have received 22-27% returns.
HDFC Small Cap Fund: 26% Annual Return for Investors
The HDFC Small Cap Fund, investing in small-cap stocks, has yielded a 26.06% annual return over the past five years. Its SIP returns were also excellent, at 22.86% annually. For instance, a one-time investment of ₹100,000 would have grown to ₹318,000 after five years. Similarly, a monthly SIP of ₹5,000 would have yielded ₹528,000 over the same period.
HDFC Infrastructure Fund: 25.47% Return from Infrastructure Investment
The HDFC Infrastructure Fund, focused on the infrastructure sector, has provided a 25.47% annual return over the past five years. Its SIP returns saw a 27.97% increase. A lump-sum investment of ₹100,000 would have grown to ₹310,000 after five years, while SIP investments would have yielded ₹597,000. This fund invests in infrastructure-related companies, benefiting from growth in this sector.
HDFC Mid-Cap Opportunities Fund: Excellent 25.46% Return
The HDFC Mid-Cap Opportunities Fund, investing in mid-cap stocks, delivered a 25.46% annual return, while SIP returns stood at 24.86%. A ₹100,000 investment would have grown to ₹310,000 in five years, and SIP investments would have resulted in ₹554,000.
HDFC Focused 30 Fund: 25.21% Return Focused on 30 Stocks
The HDFC Focused 30 Fund is a multi-cap fund investing in only 30 stocks. This fund delivered a 25.21% annual return over the past five years, with SIP returns at 25.43%. A ₹100,000 lump-sum investment would have grown to ₹307,000, and SIP investments would have yielded ₹562,000. This fund creates a diversified portfolio comprising large-cap, mid-cap, and small-cap stocks.
HDFC Flexi Cap Fund: Investment in Large, Mid, and Small-Cap Stocks
The HDFC Flexi Cap Fund delivered a 24.12% annual return over the past five years, with SIP returns at 24.09%. A ₹100,000 investment would have grown to ₹294,000, and SIP investments would have resulted in ₹544,000. This fund invests in large, mid, and small-cap stocks, offering protection from market volatility and providing good returns.
Long-Term Investment Strategy
These HDFC Mutual Fund schemes demonstrate the superior returns achievable through long-term mutual fund investments. Investors benefit from the power of compounding over the long term, reducing the risk associated with short-term market fluctuations. These funds are particularly suitable for investors prepared for long-term commitment seeking stable returns beyond market volatility.
