SIP.

As good as eating healthy.

SIP PERFORMANCE OF SELECT SCHEMES
Scheme Name Inception Date Since Inception SIP 15 Year SIP 10 Year SIP 5 Year SIP 3 Year SIP

HDFC Flexi Cap Fund (%) 01-01-1995 20.44 14.39 14.41 17.43 23.61
NIFTY 500 (Total Returns Index) 1 (%) 14.36 12.57 12.77 13.07 14.01
NIFTY 50 (Total Returns Index) 2 (%) 13.43 12.27 12.57 13.16 14.19
Total Amount Invested (` in Lacs) 33.80 18.00 12.00 6.00 3.60
Market Value as on February 28, 2023 (` in Lacs) 1,220.36 58.43 25.48 9.26 5.07
HDFC Focused 30 Fund (%) 17-09-2004 12.46 12.63 13.30 17.53 25.23
NIFTY 500 (Total Returns Index) 1 (%) 12.46 12.57 12.77 13.07 14.01
S&P BSE SENSEX (Total Returns Index) 2 (%) 12.76 12.69 13.08 13.78 14.85
Total Amount Invested (` in Lacs) 22.20 18.00 12.00 6.00 3.60
Market Value as on February 28, 2023 (` in Lacs) 79.88 50.20 24.00 9.29 5.18
HDFC Large and Mid Cap Fund (%)
(Erstwhile HDFC Growth Opportunities Fund) 18-02-1994 13.19$$ 12.53 13.14 16.27 19.85
NIFTY Large Midcap 250 (Total Returns Index) (%)
1
N.A. 14.34 14.51 14.93 16.42
S&P BSE SENSEX (Total Returns Index) 2 (%) 13.55 12.69 13.08 13.78 14.85
Total Amount Invested (` in Lacs) 34.90 18.00 12.00 6.00 3.60
Market Value as on February 28, 2023 (` in Lacs) 348.02$$ 49.79 23.80 9.00 4.81
HDFC Mid-Cap Opportunities Fund (%) 25-06-2007 17.64 18.05 16.60 18.27 22.79
NIFTY Midcap 150 (Total Returns Index) 1 (%) 15.79 16.34 16.70 17.79 20.48
NIFTY 50 (Total Returns Index) 2 (%) 11.94 12.27 12.57 13.16 14.19
Total Amount Invested (` in Lacs) 18.90 18.00 12.00 6.00 3.60
Market Value as on February 28, 2023 (` in Lacs) 88.66 80.48 28.65 9.45 5.01
HDFC Small Cap Fund (%) 03-04-2008 16.76 N.A. 17.37 20.20 28.44
S&P BSE 250 SmallCap (Total Returns Index) 1 (%) 11.85 N.A. 13.41 16.93 21.73
NIFTY 50 (Total Returns Index) 2 (%) 12.30 N.A. 12.57 13.16 14.19
Total Amount Invested (` in Lacs) 17.90 N.A. 12.00 6.00 3.60
Market Value as on February 28, 2023 (` in Lacs) 70.81 N.A. 29.86 9.91 5.41
HDFC TaxSaver (%) 31-03-1996 20.70$$ 12.41 11.85 14.09 19.44
NIFTY 500 (Total Returns Index) (%)
1
14.63 12.57 12.77 13.07 14.01
NIFTY 50 (Total Returns Index) 2 (%) 13.68 12.27 12.57 13.16 14.19
Total Amount Invested (` in Lacs) 32.30 18.00 12.00 6.00 3.60
Market Value as on February 28, 2023 (` in Lacs) 1,012.28$$ 49.28 22.22 8.53 4.78
Past performance may or may not be sustained in the future. Load is not taken into consideration for computation of performance. 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. 1. Benchmark. 2. Additional Benchmark. $$ 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). N.A. - Not
Available. Data is as of February 28, 2023. Since Inception Date = Date of First allotment in the Scheme/Plan. The above returns are for Regular Plan - Growth Option.

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HDFC Flexi Cap Fund NAV as on February 28, 2023 ` 1,114.639 (Per unit)
Period Scheme Returns Benchmark Returns Additional Value of ` 10,000 invested
(%) (%) # Benchmark Returns Scheme Benchmark Additional
(%) ## (`) (`) # Benchmark (`) ##
Last 1 Year 14.99 2.58 4.27 11,499 10,258 10,427
Last 3 Years 22.42 17.55 16.98 18,358 16,249 16,014
Last 5 Years 12.16 10.66 11.89 17,759 16,596 17,540
Since Inception* 18.21 11.69 11.24 11,14,639 2,25,464 2,01,372
*Inception Date: January 01, 1995. The scheme is managed by Ms. Roshi Jain w.e.f July 29, 2022. # NIFTY 500 (Total Returns Index) ## NIFTY 50 (Total Returns
Index). 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.

HDFC Focused 30 Fund NAV as on February 28, 2023 ` 130.389 (Per unit)
Period Scheme Returns Benchmark Returns Additional Value of ` 10,000 invested
(%) (%) # Benchmark Returns Scheme Benchmark Additional
(%) ## (`) (`) # Benchmark (`) ##
Last 1 Year 18.20 2.58 6.19 11,820 10,258 10,619
Last 3 Years 23.24 17.55 16.86 18,727 16,249 15,966
Last 5 Years 9.82 10.66 12.85 15,980 16,596 18,306
Since Inception* 14.92 14.65 15.19 1,30,389 1,24,765 1,36,015
* Inception Date: September 17, 2004. The scheme is managed by Ms. Roshi Jain from January 13, 2022. # NIFTY 500 (Total Returns Index). ## S&P BSE Sensex
(Total Returns Index).

HDFC TaxSaver NAV as on February 28, 2023 ` 792.684 (Per unit)

Period Scheme Returns Benchmark Returns Additional Value of ` 10,000 invested
(%) (%) # Benchmark Returns Scheme Benchmark Additional
(%) ## (`) (`) # Benchmark (`) ##
Last 1 Year 13.04 2.58 4.27 11,304 10,258 10,427
Last 3 Years 19.24 17.55 16.98 16,962 16,249 16,014
Last 5 Years 8.51 10.66 11.89 15,043 16,596 17,540
Since Inception* 21.74$$ 13.67 12.55 19,99,611$$ 3,15,612 2,41,630
* Inception Date: March 31, 1996. The Scheme is managed by Ms. Roshi Jain from January 13, 2022. # NIFTY 500 (Total Returns Index) ## NIFTY 50 (Total
Returns Index). As TRI data is not available since inception of the scheme, additional benchmark performance is calculated using composite CAGR of NIFTY
50 PRI values from Mar 29, 96 (Data for March 31, 96 is not available) to Jun 29, 99 and TRI values since Jun 30, 99. As NIFTY 500 TRI data is not available for
March 31, 96, benchmark performance is calculated from March 29, 96. $$ 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).

HDFC Large and Mid Cap Fund NAV as on February 28, 2023 ` 192.586 (Per unit)
Period Scheme Returns Benchmark Returns Additional Value of ` 10,000 invested
(%) (%) # Benchmark Returns Scheme Benchmark Additional
(%) ## (`) (`) # Benchmark (`) ##
Last 1 Year 8.70 4.93 6.19 10,870 10,493 10,619
Last 3 Years 21.47 19.64 16.86 17,931 17,133 15,966
Last 5 Years 11.92 11.40 12.85 17,567 17,163 18,306
Since Inception* 11.75$$ NA 11.37 2,51,776$$ N.A. 2,28,048
*Inception Date: February 18, 1994. The Scheme is managed by Mr. Gopal Agrawal since July 16, 2020. # NIFTY Large Midcap 250 (Total Returns Index)
## S&P BSE Sensex (Total Returns Index). N.A.: Not Available. The Scheme, formerly a large cap fund, has undergone change in Fundamental attributes w.e.f.
May 23, 2018 and become a Large and Mid-cap Fund. Accordingly, the Scheme’s benchmark has also changed. Hence, the past performance of the Scheme may
not strictly be comparable with that of the new benchmark. As S&P BSE SENSEX TRI data is not available since inception of the scheme, additional benchmark
performance is calculated using composite CAGR of S&P BSE SENSEX PRI values from February 18, 1994 to August 18, 1996 and TRI values since August 19,
1996. $$ 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). For performance of other schemes managed by Gopal Agrawal, please refer next page.

HDFC Mid-Cap Opportunities Fund NAV as on February 28, 2023 ` 99.800 (Per unit)
Period Scheme Returns Benchmark Returns Additional Value of ` 10,000 invested
(%) (%) # Benchmark Returns Scheme Benchmark Additional
(%) ## (`) (`) # Benchmark (`) ##
Last 1 Year 13.89 8.28 4.27 11,389 10,828 10,427
Last 3 Years 22.65 23.14 16.98 18,461 18,683 16,014
Last 5 Years 11.81 11.85 11.89 17,481 17,508 17,540
Since Inception* 15.79 13.25 10.64 99,800 70,478 48,890
* Inception Date: June 25, 2007. The Scheme is managed by Mr. Chirag Setalvad since June 25, 2007. # NIFTY Midcap 150 (Total Returns Index). ## NIFTY 50
(Total Returns Index). For performance of other schemes managed by Chirag Setalvad, please refer next page.

HDFC Small Cap Fund NAV as on February 28, 2023 ` 78.718 (Per unit)
Period Scheme Returns Benchmark Returns Additional Value of ` 10,000 invested
(%) (%) # Benchmark Returns Scheme Benchmark Additional
(%) ## (`) (`) # Benchmark (`) ##
Last 1 Year 13.69 4.12 4.27 11,369 10,412 10,427
Last 3 Years 28.08 24.36 16.98 21,025 19,243 16,014
Last 5 Years 11.43 7.23 11.89 17,184 14,181 17,540
Since Inception* 14.84 8.52 10.34 78,718 33,848 43,362
* Inception Date: April 3, 2008. The Scheme is managed by Mr. Chirag Setalvad since June 28, 2014. # S&P BSE 250 Smallcap (Total Returns Index). ## NIFTY
50 (Total Returns Index). For performance of other schemes managed by Chirag Setalvad, please refer next page.

Notes common to all the tables given above: Past performance may or may not be sustained in the future. The above returns are for Regular Plan - Growth
Option. Load is not taken into consideration for computation of performance. Returns greater than 1 year period are compounded annualized (CAGR). 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. Since Inception Date = Date of First allotment in the Scheme/Plan. Returns as on February 28, 2023.
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Performance of Other Schemes Managed by Mr. Chirag Setalvad, Fund Manager of HDFC Mid-Cap Opportunities
Fund and HDFC Small Cap Fund (who manages total 4 schemes which have completed one year)
Returns (%) as on February 28, 2023
Managing
Scheme
Scheme since
Last 1 year (%) Last 3 years (%) Last 5 years (%)

HDFC Children’s Gift Fund@ April 02, 2007 10.78 17.58 11.41

Benchmark - NIFTY 50 Hybrid Composite Debt 65:35 Index 4.06 13.70 10.87

HDFC Hybrid Equity Fund¥ April 02, 2007 8.18 16.81 10.10

Benchmark - NIFTY 50 Hybrid Composite Debt 65:35 Index 4.06 13.70 10.87

@The Scheme is co-managed by Mr. Chirag Setalvad (Equity Assets) (since April 2, 2007) and Mr. Anil Bamboli (Debt Assets) (since October 06, 2022). ¥The
Scheme is co-managed by Mr. Chirag Setalvad (Equity Assets) (since April 2, 2007) and Mr. Anupam Joshi (Debt Assets) (since October 06, 2022). On account
of difference in the type of the Scheme, asset allocation, investment strategy, inception dates, the performance of these schemes is strictly not comparable.

Performance of Other Schemes Managed by Mr. Gopal Agrawal, Fund Manager of HDFC Large and Mid Cap
Fund (who manages total 5 schemes which have completed one year)
Returns (%) as on February 28, 2023
Managing
Scheme
Scheme since
Last 1 year (%) Last 3 years (%) Last 5 years (%)

HDFC Capital Builder Value Fund January 13, 2022 4.02 17.69 8.00

Benchmark - NIFTY 500 (Total Returns Index) 2.58 17.55 10.66

HDFC Dividend Yield Fund December 18, 2020 9.72 N.A. N.A.

Benchmark - NIFTY 500 (Total Returns Index) 2.58 N.A. N.A.

HDFC Balanced Advantage Fund * July 29, 2022 15.26 19.65 11.25

Benchmark - NIFTY 50 Hybrid Composite Debt 50:50 Index 3.89 12.05 10.24

HDFC Multi Cap Fund December 10, 2021 12.31 N.A. N.A.

Benchmark - NIFTY500 MultiCap 50:25:25 (Total Returns Index) 3.25 N.A. N.A.

*The Scheme is co-managed by Mr.Gopal Agrawal (Equity Assets) (since July 29, 2022) & Mr. Srinivasan Ramamurthy (Equity Assets) (since July 29, 2022), Mr. Arun
Agarwal (Arbitrage Assets) (since October 6, 2022) & Mr. Nirman Morakhia (Arbitrage Assets) (w.e.f. February 15, 2023) and Mr. Anil Bamboli (Debt Assets) (since
July 29, 2022). On account of difference in the type of the Scheme, asset allocation, investment strategy, inception dates, the performance of these schemes is
strictly not comparable. N.A.: Not Available.

Notes common to all the tables given above: Past performance may or may not be sustained in the future. The above returns are for Regular Plan - Growth
Option. Load is not taken into consideration for computation of performance. Returns greater than 1 year period are compounded annualized (CAGR). 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.

Name of Scheme This product is suitable for investors who are seeking~ Riskometer#

HDFC Flexi Cap Fund (An open ended dynamic equity l To generate long-term capital appreciation / income
scheme investing across large cap, mid cap & small cap stocks) l Investment predominantly in equity & equity related instruments

HDFC Focused 30 Fund (An open ended equity l To generate long-term capital appreciation / income
scheme investing in maximum 30 stocks in large-cap, l investments in equity & equity related instruments of up to 30
mid-cap and small-cap category (i.e. Multi-Cap) companies
Modera
oderate High tely
to te M Hi
HDFC Large and Mid Cap Fund (An open ended equity l to generate long-term capital appreciation/income w era
Mo Lo

gh

scheme investing in both large cap and mid cap stocks)

d

l investment predominantly in Large Cap and Mid Cap companies

Very
High
Low

HDFC Mid-Cap Opportunities Fund (An open ended l to generate long-term capital appreciation / income RISKOMETER
equity scheme predominantly investing in mid cap stocks) l investment predominantly in Mid-Cap companies Investors understand that their principal will be at
very high risk

HDFC Small Cap Fund (An open ended equity scheme l to generate long-term capital appreciation / income
predominantly investing in small cap stocks) l investment predominantly in Small-Cap companies

HDFC TaxSaver (An open ended equity linked savings l to generate long-term capital appreciation / income
scheme with a statutory lock in of 3 years and tax benefit) l investment predominantly of equity & equity related instruments

~Investors should consult their financial advisers, if in doubt about whether the product is suitable for them.

#For latest Riskometer, investors may refer to the Monthly Portfolios disclosed on the website of the Fund viz. www.hdfcfund.com
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 Name and Riskometer of Benchmark Name of the Scheme(s) Riskometer of the Scheme(s)

NIFTY 500 (Total Returns Index)

l HDFC Flexi Cap Fund
Modera
oderate High tely l HDFC Capital Builder Value Fund
o M
w t erate Hi
l HDFC Taxsaver
Mo Lo

gh
d

Very l HDFC Focused 30 Fund

High
Low

RISKOMETER l HDFC Dividend Yield Fund

NIFTY Large Midcap 250 (Total Returns Index)

Modera
oderate High tely
o M
w t erate Hi
l HDFC Large and Mid Cap Fund
Mo Lo

gh
d

Very
High
Low

RISKOMETER

NIFTY Midcap 150 (Total Returns Index)

Modera
oderate High tely
o M
w t erate Hi
l HDFC Mid-Cap Opportunities Fund
Mo Lo

gh
d

Very
High
Low

RISKOMETER

S&P BSE 250 SmallCap Index

(Total Returns Index)
rate Moderately
o Mode High
Modera w t erate Hi
oderate High tely

Mo Lo
o M

gh
d
w t erate Hi l HDFC Small Cap Fund
Mo Lo

Very
gh

High
Low
d

Very

RISKOMETER
High
Low

Investors understand that their principal will be at

RISKOMETER very high risk

NIFTY500 MultiCap 50:25:25

(Total Returns Index)

Modera
oderate High tely
o M
w t erate Hi l HDFC Multi Cap Fund
Mo Lo

gh
d

Very
High
Low

RISKOMETER

NIFTY 50 Hybrid Composite Debt 50:50 Index

Modera
oderate High tely
o M
w t erate Hi
l HDFC Balanced Advantage Fund
Mo Lo

gh
d

Very
High
Low

RISKOMETER

NIFTY 50 Hybrid Composite Debt 65:35 Index

Modera
oderate High tely
o M
w t erate Hi l HDFC Children’s Gift Fund
Mo Lo

gh
d

l HDFC Hybrid Equity Fund

Very
High
Low

RISKOMETER

Benchmark and Scheme Riskometer as on February 28, 2023

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
4 Date of Release: March 15, 2023