Company Profile
HDFC Asset Management Company (HDFC AMC) is the investment manager to the schemes of HDFC Mutual Fund (HDFC MF). The company provides a broad spectrum of financial solutions designed to meet goals and aspirations of investors at different stages of their lives. It offers a comprehensive suite of mutual funds, portfolio management services and alternative investment funds across asset classes, including equity, fixed income, hybrid and multi-asset solutions. These offerings are available on both active and passive platforms, catering to a broad and diverse customer base. HDFC AMC stands out as one of India’s most profitable mutual fund managers and is renowned for being one of the leading houses for actively managed equity-oriented assets under management (AUM).
HDFC AMC is committed to leveraging data analytics, automation and digital platforms to deliver more personalised and seamless services to its investors. At HDFC AMC, its strategic priorities are focused on delivering long-term value to investors while ensuring resilience and adaptability in a dynamic financial landscape. It has several empanelled distributors which include independent financial advisors, national distributors and banks. It serves its customers and distribution partners in many cities through its network of branches and employees.
Business area of the company
The company offers a wide range of mutual funds, delivered through both active and passive strategies across asset classes, including equity, fixed income, hybrid and multiasset solutions. The Company extends portfolio management services and alternative investment funds to cater to diverse customer needs. The Company offers portfolio management and segregated account services and alternative investment funds to a diverse clientele, including high-net-worth individuals (HNIs), family offices, domestic corporates, trusts, provident funds, and domestic and global institutions.
Platform of the company
- Mutual Funds: Active/ Passive
- Alternatives: AIF/ PMS
- International Business: WOS in GIFT City
Mutual funds schemes
- Equity-oriented
- Debt-oriented
- Hybrid
- Solution Oriented
- Fund of Funds
- ETF
- Index
Certifications, awards and accreditations
2012: HDFC Mutual Fund won the Morningstar India Fund Awards 2012 in the ‘Best Fund House - Equity’ category and the ‘Best Fund House - Multi Asset’ category.
2012: HDFC Children’s Gift Fund-Investment Plan won the Lipper Fund Awards 2012 in the ‘Mixed Asset INR Balanced - 3 Years’ category.
2013: HDFC Balanced Fund - Growth won the Thomson Reuters Lipper Fund Awards 2013 in the ‘Mixed Asset INR Aggressive - Best Fund over 10 Years’ category.
2013: HDFC Mutual Fund won the Morningstar India Fund Awards 2013 in the ‘Best Fund House - Equity’ category and the ‘Best Fund House - Multi Asset’ category.
2014: HDFC Balanced Fund won the Morningstar India Fund Awards 2014 in the ‘Best Moderate Allocation Fund’ category.
2014: HDFC Multiple Yield Fund - Plan 2005 won the Morningstar India Fund Awards 2015 in the ‘Best Conservative Allocation Fund’ category.
2017: HDFC Balanced Fund - Growth won the 2017 Thomson Reuters Lipper Fund Award in the Mixed Asset INR Balanced - ‘3, 5 & 10 Years’ categories.
2017: The company won the Outlook Money Awards 2017 in the ‘Equity Fund House’ category.
2018: HDFC Small Cap Fund advertisement won a Gold award in the ‘Banking and Finance’ category at Magzimise Awards.
Major events and milestones
December 1999: The company was incorporated.
July 2000: The company received SEBI’s approval to manage HDFC Mutual Fund Schemes.
September 2000: The company reached an AUM of Rs 6.5 billion.
August 2001: Standard Life Investments became company’s shareholder.
September 2002: The company’s AUM crossed Rs 100 billion.
June 2003: The company acquired Zurich Asset Management Company (ZAMC), having an AUM of Rs 34 billion, pursuant to which company achieved a combined AUM of Rs 118 billion.
January 2009: The company’s AUM crossed Rs 500 billion.
October 2009: The company’s AUM crossed Rs 1 trillion.
March 2011: HDFC Debt Fund for Cancer Cure, company’s first CSR oriented fund launched in India.
March 2014: HDFC Debt Fund for Cancer Cure 2014, company’s second CSR oriented fund launched in India.
June 2014: The company acquired Morgan Stanley Mutual Fund schemes, having an AUM of Rs 19 billion.
September 2014: The company’s AUM crossed Rs 1.5 trillion.
May 2016: the company’s AUM crossed Rs 2 trillion.
April 2017: HDFC Charity Fund for Cancer Cure, its third CSR oriented fund launched in India.
April 2017: The company’s Equity AUM crossed Rs 1 trillion
December 2017: The company’s AUM crossed Rs 3 trillion.
2019: HDFC Asset Management Company has unveiled a 360-degree digital campaign ‘Kya Plan Hai’.
- 2020: HDFC Asset Management Company surpassed Rs 4 lakh core AUM mark
- 2021: HDFC Asset Management has enhanced technology and digital infrastructure to drive scale, security and enrich investor engagement
- 2022: HDFC Asset Management has forayed into Alternates Business & Incorporated Wholly Owned Subsidiary in GIFT City
- 2023: The company Crossed Rs 5 lakh crore AUM Became signatory to UN PRI
- 2024: Crossed 1 Crore unique investors
- 2024: Opened 24 new offices in a single day
- 2025: The company’s AUM crossed Rs 7.5 lakh crore
- 2025: The company has 95,000+ distribution partners
- 2025: HDFC Asset Management added 25 new offices in a single day taking its network to 280 offices