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CAGR - ಚಕ್ರಬಡ್ಡಿ ವಾರ್ಷಿಕ ಬೆಳವಣಿಗೆ ದರ

ಹಿಂದಿನ ಸಾಧನೆ ಭವಿಷ್ಯದಲ್ಲಿ ಮುಂದುವರಿಯಬಹುದು ಅಥವಾ ಮುಂದುವರಿಯದಿರಬಹುದು ಮತ್ತು ಇದು ಯಾವುದೇ ಭವಿಷ್ಯದ ಗಳಿಕೆಗೆ ಖಾತರಿಯಲ್ಲ. HDFC AMC / HDFC MF ಹೂಡಿಕೆಗಳ ಮೇಲೆ ಯಾವುದೇ ಗಳಿಕೆಯ ಖಾತರಿ ಅಥವಾ ಭರವಸೆ ನೀಡುತ್ತಿಲ್ಲ.

ನಿಜವಾದ ಗಳಿಕೆ 2026 ಸೆಪ್ಟೆಂಬರ್ 30 ರಂತೆ Nifty 50 TRI ಮೌಲ್ಯಗಳನ್ನು ಆಧರಿಸಿದೆ. ಮೂಲ: MFI 360.

ಯೋಜನೆ ಆರಂಭದ ದಿನಾಂಕ: 1995 ಜನವರಿ 1. ಮೇಲಿನ NAV ಗಳು Regular Plan - Growth Option ನವು. ಹಿಂದಿನ ಸಾಧನೆ ಭವಿಷ್ಯದಲ್ಲಿ ಮುಂದುವರಿಯಬಹುದು ಅಥವಾ ಮುಂದುವರಿಯದಿರಬಹುದು ಮತ್ತು ಇದು ಯಾವುದೇ ಭವಿಷ್ಯದ ಗಳಿಕೆಗೆ ಖಾತರಿಯಲ್ಲ. ದತ್ತಾಂಶ 2026 ಸೆಪ್ಟೆಂಬರ್ 30 ರಂತೆ. HDFC AMC / HDFC MF ಈ ಯೋಜನೆಯಲ್ಲಿನ ಹೂಡಿಕೆಗಳಿಗೆ ಯಾವುದೇ ಗಳಿಕೆಯ ಖಾತರಿ ಅಥವಾ ಭರವಸೆ ನೀಡುತ್ತಿಲ್ಲ.

ಯೋಜನೆಯ ಆಸ್ತಿ ಹಂಚಿಕೆಯ ಹೆಚ್ಚಿನ ವಿವರಗಳಿಗಾಗಿ ಸಂಬಂಧಿತ ಯೋಜನಾ ಮಾಹಿತಿ ದಾಖಲೆ ನೋಡಿ. ಸೂಚನೆ: *ಯೋಜನೆ ಎಲ್ಲ ಸಮಯದಲ್ಲೂ ಈಕ್ವಿಟಿ ಹಂಚಿಕೆಯನ್ನು (ಹೆಡ್ಜ್ಡ್ + ಅನ್‌ಹೆಡ್ಜ್ಡ್) ಕನಿಷ್ಠ 65% ಇರಿಸುತ್ತದೆ. ಮೇಲಿನ ಚೌಕಟ್ಟು ಸ್ಥೂಲವಾಗಿ ಸೂಚಕ ಮಾತ್ರ ಮತ್ತು ಮಾರುಕಟ್ಟೆ ಪರಿಸ್ಥಿತಿಗೆ ಅನುಗುಣವಾಗಿ ಫಂಡ್ ನಿರ್ವಾಹಕರು ಇದನ್ನು ಬದಲಾಯಿಸಬಹುದು. ದತ್ತಾಂಶ 2026 ಸೆಪ್ಟೆಂಬರ್ 30 ರಂತೆ

Assuming ₹ 10,000 invested systematically on the first Business Day of every month over a period of time. CAGR returns are computed after accounting for the cash flow by using XIRR method (investment internal rate of return) for Regular Plan - Growth Option. The above investment simulation is for illustrative purposes only and should not be construed as a promise on minimum returns and safeguard of capital. SIP - Systematic Investment Plan.

Common notes for the above table A & B: ^Past Performance may or may not be sustained in future and is not a guarantee of any future returns. HDFC AMC / HDFC MF is not guaranteeing or assuring any returns on investments in this Scheme. *Inception Date: January 1, 1995. The scheme is co-managed by Mr. Amit Ganatra (since February 01, 2026) and Mr. Bhagyesh Kagalkar (since August 26, 2026). # NIFTY 500 Index (TRI). ## Nifty 50 Index (TRI). The above returns are of Regular Plan – Growth Option. Returns greater than 1 year period are compounded annualized (CAGR). Load is not taken into consideration for computation of performance. Different Plans viz. Regular Plan and Direct Plan have a different expense structure. The expenses of the Direct Plan under the Scheme will be lower to the extent of the distribution expenses / commission charged in the Regular Plan. As NIFTY 50 TRI data is not available since inception of the scheme, additional benchmark performance is calculated using composite CAGR of NIFTY 50 PRI values from January 1, 1995 to June 29, 1999 and TRI values since June 30, 1999. Above returns are as on September 30, 2026.

Assuming ₹ 10,000 invested systematically on the first Business Day of every month over a period of time. CAGR returns are computed afteraccounting for the cash flow by using XIRR method (investment internal rate of return) for Regular Plan - Growth Option. The above investmentsimulation is for illustrative purposes only and should not be construed as a promise on minimum returns and safeguard of capital. SIP -Systematic Investment Plan.

Common notes for the above table A & B: ^Past performance may or may not be sustained in future and is not a guarantee of any future returns. HDFC AMC / HDFC MF is not guaranteeing or assuring any returns on investments in this Scheme. *Inception Date: February 01, 1994. The scheme is co-managed by Mr. Gopal Agrawal (Equity Portfolio) (since July 29, 2022), Mr Ihab Dalwai (Equity Portfolio) (since September 11, 2026),Mr. Arun Agarwal (Arbitrage Assets) (since October 6, 2022), Nandita Menezes (Arbitrage Assets) (since March 29, 2025) and Mr. Anil Bamboli (Debt Portfolio) (since July 29, 2022). # NIFTY 50 Hybrid Composite Debt 50:50 Index (Total Returns Index). ## Nifty 50 Index (TRI). $$ All Distributions declared prior to the splitting of the Scheme into IDCW & Growth Options are assumed to be reinvested in the units of the Scheme at the then prevailing NAV (ex-distribution NAV). As NIFTY 50 TRI data is not available since inception of the scheme, additional benchmark performance is calculated using composite CAGR of NIFTY 50 PRI values from February 1, 1994 to June 29, 1999 and TRI values since June 30, 1999. Scheme performance may not strictly be comparable with that of its Additional Benchmark in view of balanced nature of the scheme where a portion of scheme’s investments are made in debt instruments. Returns greater than 1 year period are compounded annualized (CAGR). Load is not taken into consideration for computation of performance. Different plans viz. Regular Plan and Direct Plan have a different expense structure. The expenses of the Direct Plan under the Scheme will be lower to the extent of the distribution expenses / commission charged in the Regular Plan. Returns as on 30 September, 2026