HDFC Childrens Fund Direct Growth

HDFC Childrens Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Anil Bamboli, Chirag Setalvad. This fund gives you the benefit of diversification.

1. HDFC Childrens Fund Direct Growth has ₹10177 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
2. The fund has an expense ratio 0.9.
   

HDFC Childrens Fund Direct Growth has given a CAGR return of 15.99% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.83%, 20.74% and 21.80% respectively.

HDFC Childrens Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Corporate, Industrial, Tech, Cash Equivalent, Energy, Health, Consumer Defensive, Consumer Cyclical, Communication, Basic Materials, Utilities.

As it is a children mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

To generate capital appreciation / income from a portfolio, predominantly invested in equity & equity related instruments. There is no assurance that the investment objective of the Scheme will be achieved.

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. There is a lock in period for HDFC Childrens Fund Direct Growth of 5 Years