About the smallcase

  • Housing Development Finance Corp was founded in 1977 as the first specialized mortgage company in India.
  • Since then, the HDFC group has grown to become a large and well respected financial conglomerate with presence across housing finance, banking, insurance, asset management, student loan and real estate focused private equity fund.
  • As of March 2022, the outstanding loan portfolio of HDFC was 2.3x the loan portfolio of the next biggest player in the housing finance market. HDFC Bank has the largest asset base amongst all private banks and stands 2nd in terms of total assets amongst all banks in India. 
  • The group has 6000+ branches and service centers across India.
  • 3 of the 4 listed entities of the group are part of the Nifty 50 index. As of June 2022, the combined market cap of the listed entities of the group exceeds ₹12.5 lakh crore.
  • This smallcase is suitable for investors seeking exposure to fast growing and trusted blue chip financial companies.

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Past Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Feb 13, 2021

would be
House of HDFC
₹ 76.41
Equity Large Cap
₹ 111.48
AprJulOct2022AprJul8090100110

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.