HDFC Mutual Fund

About HDFC Mutual Fund

With an AUM of more than ₹4 Lakh Crores, HDFC Mutual Fund is one of the largest fund houses in the country. It has a presence in over 200 cities, and acquired both Zurich Mutual Fund schemes and the Morgan Stanley Mutual Fund in 2003 and 2014, respectively. 

 

With a 20-year presence, it has the biggest share in equity funds in the Indian market. It offers equity, debt, hybrid, ETF and more across over 120 schemes. Over 77% of its schemes across asset classes have crossed the one-year benchmark. 

Some of its popular schemes include HDFC Top 100 Fund, HDFC Credit Risk Debt Fund and HDFC Balanced Advantage Fund. Combining top-notch research and risk management, the AMC offers ethical and professional management.

Incorporated	10 Dec. 1999
Mdceo	Navneet Munot
Trustee	HDFC Trustee Company Ltd
Cio	NA

How to Invest in HDFC Mutual Fund?

Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well. 

 

• Step 1: Log in using your mobile phone number

• Step 2: Under ‘Investments’, choose ‘Mutual Funds’

• Step 3: Fill in basic information such as your bank account number, PAN Card number, etc. 

• Step 4: Start your investment journey with Bajaj Markets once your account has been activated

   

You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT). 

Documents Required to Invest in HDFC Mutual Fund:

Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.

 

• PAN Card

• Voter ID

• Driving Licence

• Passport

Top Fund Managers

A team of experienced and qualified fund managers are responsible for managing the company's schemes and delivering consistent returns. 

1. Chirag Setalvad

Chirag Setalvad is the Head – Equities at HDFC Mutual Fund and has spent over 18 years in equity research and portfolio management. With a total experience of more than 25 years, he oversees small-cap, mid-cap and hybrid equity funds. He has worked with New Vernon Advisory Services Pvt. Ltd in the past. He holds a bachelor’s degree in business administration from the University of North Carolina and has an AUM of over ₹74,000 Crores. 

2. Arun Agarwal 

A Senior Fund Manager with an experience of over two decades, Arun Agarwal has managed equity, debt and derivatives. He has worked with internal audit and treasure operations as well. His prior stints were at SBI Funds Management Pvt. Ltd and UTI Asset Management Pvt. Ltd. Some of the popular schemes he oversees include HDFC Index Fund-NIFTY 50 Plan and HDFC NIFTY Smallcap 250 ETF. His collective AUM stands at more than ₹70,000 Crores.

3. Anil Bamboli 

With experience going up to 30 years, Anil Bomboli is a Senior Fund Manager - Fixed Income at HDFC Mutual Fund. He has worked with SBI Funds Management Pvt Ltd. in the past and has CFA, MMS and CWA degrees. With an AUM worth over ₹1 Lakh Crores, the popular schemes under his management are HDFC Balanced Advantage Fund and HDFC Equity Savings Fund. 

4. Shobhit Mehrotra

Shobhit Mehrotra is a Senior Fund Manager at HDFC Mutual Fund and has an MBA from Clemson University. Gaining experience with ICRA and Franklin Templeton AMC, he has had a 30-year stint in fixed income markets, credit rating and fixed income dealing. With an AUM worth more than ₹30,000 Crores, he deals in both equity and debt funds. Some of the popular funds he manages include HDFC Long Duration Debt Fund and the HDFC Retirement Savings Fund Equity Plan.

Email	shareholders.relations@hdfcfund.com
Phone	022 – 66316333
Address	"HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate