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HDFC Mutual Fund
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Contents
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:
- HDFC Short Term Opportunities Fund - Direct Plan - Growth option
Related Lessons
- ICICI Prudential Bharat 22 ETF
- ICICI Prudential Value Discovery Fund
- Reliance Simply Save App
- Reliance ATM Card
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