HDFC Mutual Fund, one of the leading fund houses in India, has three schemes that have delivered impressive returns over the years. The three schemes, HDFC Balanced Advantage Fund, HDFC Capital Builder Value Fund, and HDFC Top 100 Fund, have managed to grow a small monthly SIP of Rs 5,000 over the past three decades to a whopping Rs 2.5 crore. The HDFC Balanced Advantage Fund, launched in 1994, has delivered an annualized return of 18.55%, the HDFC Capital Builder Value Fund has delivered an annualized return of 18.58%, and the HDFC Top 100 Fund has delivered an annualized return of 18.6%. The schemes have AUM worth Rs 95,570 crore, Rs 7,384 crore, and Rs 36,587 crore, respectively, as of October 31, 2024. It is essential for investors to carefully review scheme-related documents and consult a financial advisor before making any investment decisions.
