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HDFC Mutual Fund

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HDFC FMP 1122D August 2018 (1) NFO

August 20, 2018

HDFC Mutual Fund has announced the NFO of HDFC FMP 1122D August 2018 (1).

The scheme will open on August 29, 2018 and closes on September 04, 2018.

HDFC MF changes load structure of two funds

June 12, 2018

Exit Load for HDFC Retirement Savings Fund is now made Nil.

Exit Load for HDFC Multi Asset Fund is changed to 1% if redeemed within 12 months for any redemption in excess of 15% of the units redeemed.

These changes shall be effective from June 15, 2018.

HDFC Mutual Fund renames seven of its schemes

April 13, 2018

HDFC Mutual Fund has announced that some its schemes will get renamed effective May 23, 2018

Old Scheme Name New Scheme Name
HDFC Top 200 Fund HDFC Top 100 Fund
HDFC Capital Builder Fund HDFC Capital Builder Value Fund
HDFC Large Cap Fund HDFC Growth Opportunities Fund
HDFC Core & Satellite Fund HDFC Focused 30 Fund
HDFC Index Fund-Nifty Plan HDFC Index Fund-Nifty 50 Plan
HDFC Nifty ETF HDFC Nifty 50 ETF
HDFC Multiple Yield Fund - Plan 2005 HDFC Multi - Asset Fund

Scheme name changes (Effective May 16, 2018)

April 6, 2018

HDFC Mutual Fund has annouced that some its schemes will get renamed effective May 16, 2018

Old Scheme Name New Scheme Name
HDFC Cash Management Fund Treasury Advantage Fund HDFC Low Duration Fund
HDFC Short Term Opportunities Fund HDFC Short Term Debt Fund
HDFC High Interest Short Term HDFC Medium Term Debt Fund
HDFC High Interest Fund Dynamic Plan HDFC Dynamic Debt Fund
HDFC Gilt Long Term HDFC Gilt Fund
HDFC Floating Rate Income Fund Short Term Plan HDFC Floating Rate Debt Fund

Scheme benchmark changes (Effective March 28, 2018)

Scheme Name Existing Benchmark New Benchmark
HDFC Balanced Fund Crisil Balanced Fund Aggressive Index Nifty 50 Hybrid Composite Debt 65:35 Index
HDFC Prudence Fund Crisil Balanced Fund Aggressive Index Nifty 50 Hybrid Composite Debt 65:35 Index
HDFC Children's Gift Fund Crisil Balanced Fund Aggressive Index Nifty 50 Hybrid Composite Debt 65:35 Index
HDFC Dynamic PE Ratio Fund of Funds Crisil Balanced Fund Aggressive Index Nifty 50 Hybrid Composite Debt 65:35 Index
HDFC Retirement Savings Fund - Hybrid Equity Plan Crisil Balanced Fund Aggressive Index Nifty 50 Hybrid Composite Debt 65:35 Index
HDFC MIP Long-term Crisil MIP Blended Index Nifty 50 Hybrid Composite Debt 15:85 Index
HDFC MIP Short-term Crisil MIP Blended Index Nifty 50 Hybrid Composite Debt 15:85 Index
HDFC Multiple Yield Plan 2005 Crisil MIP Blended Index Nifty 50 Hybrid Composite Debt 15:85 Index
HDFC Retirement Savings Fund - Hybrid Debt Plan Crisil MIP Blended Index Nifty 50 Hybrid Composite Debt 15:85 Index
HDFC Capital Protection Oriented Fund Series III Crisil MIP Blended Index Nifty 50 Hybrid Composite Debt 15:85 Index
HDFC Dual Advantage Fund Series I 1100D August 2015 Crisil Debt Hybrid (75:25) Index Nifty 50 Hybrid Short Duration Debt 25:75 Index
HDFC Dual Advantage Fund Series II 1099D March 2016 Crisil Debt Hybrid (75:25) Index Nifty 50 Hybrid Short Duration Debt 25:75 Index
HDFC Dual Advantage Fund Series II 1111D April 2016 Crisil Debt Hybrid (75:25) Index Nifty 50 Hybrid Short Duration Debt 25:75 Index
HDFC Dual Advantage Fund Series II 1160D January 2016 Crisil Debt Hybrid (75:25) Index Nifty 50 Hybrid Short Duration Debt 25:75 Index
HDFC Dual Advantage Fund Series III 1224D November 2016 Crisil Debt Hybrid (75:25) Index Nifty 50 Hybrid Short Duration Debt 25:75 Index
HDFC Dual Advantage Fund Series III 1267D October 2016 Crisil Debt Hybrid (60:40) Index Nifty 50 Hybrid Short Duration Debt 40:60 Index
HDFC Dual Advantage Fund Series III 1304D August 2016 Crisil Debt Hybrid (60:40) Index Nifty 50 Hybrid Short Duration Debt 40:60 Index

Scheme name changes

Effective May 8, 2018, the following schemes will be renamed.

Old / Existing Scheme Name New Scheme Name
HDFC Corporate Debt Opportunities Fund HDFC Credit Risk Debt Fund
HDFC Regular Savings Fund (source scheme to be merged) HDFC Credit Risk Debt Fund (target scheme)
HDFC Medium Term Opportunities Fund HDFC Corporate Bond Fund
HDFC Floating Rate Income Long Term Plan (source scheme to be merged) HDFC Corporate Bond Fund (target scheme)
HDFC Gilt Short Term Fund (source scheme to be merged) HDFC Corporate Bond Fund (target scheme)

Schemes of HDFC Mutual Fund

HDFC Charity Fund for Cancer Cure

HDFC Charity Fund for Cancer Cure is a close-ended fund whose NFO is from March 10 to 24, 2017.

It is a 1136 days close-ended scheme.

There are two plans under this - arbitrage plan and debt plan

Investors can opt to give away 50% or 100% of the dividends as charity for the cause of curing cancer.

Suitable for high networth investors who want to invest and give dividend money as charity.

More details about the scheme are available at http://202.154.165.56/charity-fund-for-cancer-cure.aspx

Temporary schemes to hold money

Some debt schemes where we can hold our money for short duration include:

  1. HDFC Short Term Opportunities Fund - Direct Plan - Growth option

Related Lessons

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