SOUND INVESTMENT + TIME + PATIENCE =

WEALTH CREATION
A SIP of ` 10,000@ invested in HDFC Children’s Gift Fund
would be ` 1.89 crore today^

^ As on March 31, 2023. @Since inception - March 2, 2001. Assuming ` 10,000 invested systematically on the first Business Day of every month over a period
of time. Assuming the investment is made on March 2, 2001 (Scheme Inception Date). Past performance may or may not be sustained in the future.
SIP - Systematic Investment Plan. Since Inception Date = Date of First allotment in the Scheme / Plan. Refer complete performance details overleaf.

HDFC CHILDREN’S GIFT FUND

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 HDFC CHILDREN’S GIFT FUND
(An open ended fund for investment for children having a lock-in
for atleast 5 years or till the child attains age of majority (whichever is earlier)] Ω

SIP since inception* of `10,000 invested systematically on the first business day of every month (total investment ` 26.50
lakh) in HDFC Children’s Gift Fund would have grown to ~` 1.89 crore by March 31, 2023 (refer below table).

SIP Performance - Regular Plan - Growth Option

Since 15 year 10 year 5 year 3 year 1 year
SIP Investments Inception* SIP SIP SIP SIP SIP
Total Amount Invested (` in Lacs) 26.50 18.00 12.00 6.00 3.60 1.20
Mkt Value as on March 31, 2023 (` in Lacs) 189.45 $ 60.50 24.24 8.63 4.58 1.27
Returns (%) $
15.34 14.79 13.48 14.54 16.29 10.42
Benchmark Returns (%)# N.A. 11.03 11.05 11.02 10.22 2.65
Additional Benchmark Returns(%)## 14.18 12.23 12.43 12.91 13.42 0.55
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.
Since Inception Date = Date of First allotment in the Scheme / Plan. SIP - Systematic Investment Plan.

Performance - Regular Plan - Growth Option NAV as at March 31, 2023 ` 200.197 (per unit)
Period Scheme Returns Scheme Benchmark Additional Value of investment of (`) 10,000
(%) Returns (%)# Benchmark
Returns (%)## Scheme Benchmark Additional
(`) $ (`)# Benchmark (`)##
Last 1 Year 9.21 1.89 0.59 10,921 10,189 10,059
Last 3 Years 26.82 20.17 27.80 20,396 17,352 20,871
Last 5 Years 12.11 11.31 12.72 17,731 17,104 18,222
Since Inception* $ $
15.90 N.A. 13.99 2,60,256 N.A. 1,80,474
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. The Scheme is co-managed by Mr. Chirag Setalvad (Equity Assets) (since April 2, 2007) and Mr.Anil
Bamboli (Debt Assets) (since October 6, 2022). Since Inception Date = Date of First allotment in the Scheme/Plan. N.A. - Not Applicable.

#NIFTY 50 Hybrid Composite Debt 65:35 Index. ##NIFTY 50 (Total Returns Index). $Adjusted for Bonus units declared under the Scheme. *Inception Date:
March 02, 2001.

Performance of Other Funds Managed by Mr. Chirag Setalvad, Co-Fund Manager of HDFC Children’s Gift Fund (who manages total
4 schemes)
Returns (%) as on March 31, 2023
Scheme Managing S
 cheme since
Last 1 year (%) Last 3 years (%) Last 5 years (%)
HDFC Small Cap Fund June 28, 2014 12.16 45.25 12.45
Benchmark - S&P BSE 250 Smallcap (Total Returns Index) -3.14 41.43 8.36
HDFC Hybrid Equity Fund @ April 2, 2007 6.61 25.92 10.75
Benchmark - NIFTY 50 Hybrid Composite Debt 65:35 Index 1.89 20.17 11.31
HDFC Mid-Cap Opportunities Fund June 25, 2007 9.87 36.73 12.43
Benchmark - NIFTY Midcap 150 (Total Returns Index) 2.77 37.34 12.44

@ The Scheme is co-managed by Mr. Chirag Setalvad (Equity Assets) (since April 2, 2007) and Mr. Anupam Joshi (Debt Assets) (since October 6, 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.

Common notes for all the above tables: Past performance may or may not be sustained in the future. Returns greater than 1 year period are
Compounded Annualised (CAGR). Load is not taken into consideration for computation of above performance(s). Different plans viz. Regular Plan and Direct
Plan have different expense structure. The expenses of the Direct Plan under the scheme will be lower to the extent of the distribution expenses/commission
chargedin the Regular Plan. The above returns are of Regular Plan - Growth Option. Returns as on March 31, 2023.

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 HDFC CHILDREN’S GIFT FUND
(An open ended fund for investment for children having a lock-in
for atleast 5 years or till the child attains age of majority (whichever is earlier)] Ω

Performance of Other Funds Managed by Mr. Anil Bamboli, Co-Fund Manager of HDFC Children’s Gift Fund (who manages total
13 schemes)
Performance of Top 3 schemes managed by Anil Bamboli
Managing Returns (%) as on March 31, 2023
Scheme
Scheme since Last 1 year (%) Last 3 years (%) Last 5 years (%)
HDFC Balanced Advantage Fund § July 29, 2022 13.27 29.10 12.37
Benchmark - NIFTY 50 Hybrid Composite debt 50:50 Index 2.39 16.86 10.51
HDFC Asset Allocator Fund Of Funds @ May 05, 2021 7.50 N.A. N.A.
Benchmark - 90% Nifty 50 Hybrid Composite Debt 65:35 Index
(Total Returns Index) and 10% Domestic Prices of Gold arrived at
based on London Bullion Market Association’s (Lbma) Am 3.22 N.A. N.A.
HDFC Arbitrage Fund & February 01, 202 5.08 3.94 4.66
Benchmark - NIFTY 50 Arbitrage Index 5.24 3.79 4.55

Performance of Bottom 3 schemes managed by Anil Bamboli

Managing Returns (%) as on March 31, 2023
Scheme
Scheme since Last 1 year (%) Last 3 years (%) Last 5 years (%)
HDFC Multi - Asset Fund ~ August 17, 2005 5.32 22.20 9.99
Benchmark - 90% NIFTY 50 Hybrid Composite Debt 65:35
Index + 10% Domestic Price of Gold 3.22 19.37 11.75
HDFC Dynamic PE Ratio Fund of Funds + June 28, 2014 7.61 21.93 10.17
Benchmark - NIFTY 50 Hybrid Composite Debt 65:35 Index 1.89 20.17 11.31
HDFC Dynamic Debt Fund February 16, 2004 3.53 5.90 5.10
Benchmark - CRISIL Dynamic Bond Fund B-III Index 4.41 7.08 7.63
Top 3 and bottom 3 schemes managed by the Fund Manager have been derived on the basis of since inception returns vis-à-vis the benchmark. In case the
benchmark is not available on the Scheme’s inception date, the returns for the concerned scheme is considered from the date the benchmark is available.
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. § 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. Anil Bamboli (Debt Assets) (since July 29, 2022), Mr. Arun Agarwal (Arbitrage Assets) (since October 6, 2022) and Mr. Nirman Morakhia
(Arbitrage Assets) (w.e.f. February 15, 2023). @ The Scheme is co-managed by Mr. Srinivasan Ramamurthy (Equity Assets) (since January 13, 2022), Mr.
Bhagyesh Kagalkar (Gold Assets) (since February 02, 2022) and Mr. Anil Bamboli (Debt Assets) (since May 05, 2021). & The Scheme is co-managed by Mr.
Arun Agarwal (Arbitrage Assets) (since August 24, 2020), Mr. Anil Bamboli (Debt Assets) (Debt Assets) (since February 01, 2022) and Mr. Nirman Morakhia
(Arbitrage Assets) (w.e.f. February 15, 2023). ~ The Scheme is co-managed by Mr. Srinivasan Ramamurthy (Equity Assets) (since January 13, 2022), Mr. Anil
Bamboli (Debt Assets) (since August 17, 2005), Mr. Bhagyesh Kagalkar (Gold Assets) (since February 02, 2022), Mr. Arun Agarwal (Arbitrage Assets) (since
August 24, 2020) and Mr. Nirman Morakhia (Arbitrage Assets) (w.e.f. February 15, 2023). + TThe scheme is co-managed by Mr. Srinivasan Ramamurthy
(Equity Assets) from January 13, 2022 and Mr. Anil Bamboli (Debt Assets) from June 28, 2014.

Common notes for all the above tables: Past performance may or may not be sustained in the future. Returns greater than 1 year period are
Compounded Annualised (CAGR). Load is not taken into consideration for computation of above performance(s). Different plans viz. Regular Plan and Direct
Plan have different expense structure. The expenses of the Direct Plan under the scheme will be lower to the extent of the distribution expenses/commission
chargedin the Regular Plan. The above returns are of Regular Plan - Growth Option. Returns as on March 31,2023.

This Product is suitable for investors who are seeking~: Riskometer#

l capital appreciation over long term Modera

oderate High tely
investment in equity and equity-related instruments as well as debt and to te M Hi
l w era
money market instruments
Mo Lo

gh
d

Very
High
Low

RISKOMETER
Investors understand that their principal will be at
very high risk
~ 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

NAME OF BENCHMARK AND RISKOMETER NAME OF SCHEME(S) RISKOMETER OF THE SCHEME(S)

NIFTY 50 Hybrid Composite Debt 65:35 Index Modera
oderate High tely
o M
Modera w t erate Hi
oderate High tely
o M
Mo Lo

gh

w t erate
d

Hi l HDFC Children’s Gift Fund

Mo Lo

gh

Very
d

High
Low

l HDFC Hybrid Equity Fund

Very
High
Low

RISKOMETER
Investors understand that their principal will be at
RISKOMETER very high risk

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 HDFC CHILDREN’S GIFT FUND
(An open ended fund for investment for children having a lock-in
for atleast 5 years or till the child attains age of majority (whichever is earlier)] Ω

NAME OF BENCHMARK AND RISKOMETER NAME OF SCHEME(S) RISKOMETER OF THE SCHEME(S)

S&P BSE 250 SmallCap Index (Total Returns Index)
Modera
oderate High tely
to te M Hi
w era
Mo Lo

gh l HDFC Small Cap Fund

d

Very
High
Low

RISKOMETER
NIFTY Midcap 150 (Total Returns Index)
Modera
oderate High tely
to te M Hi
w era
Mo Lo

gh

l HDFC Mid-Cap Opportunities Fund

d

Modera
oderate High tely
Very
High
Low

to te M Hi
w era
RISKOMETER

Mo Lo

gh
d
NIFTY 50 Hybrid Composite Debt 50:50 Index

Very
High
Low
Modera
oderate High tely RISKOMETER
o M
w t erate Hi
Investors understand that their principal will be at
Mo Lo

HDFC Balanced Advantage Fund

gh

l very high risk

d

Very
High
Low

RISKOMETER
90% NIFTY 50 Hybrid Composite Debt 65:35 Index + 10%
Domestic Price of Gold
Modera
oderate High tely
to te M Hi
w era l HDFC Multi-Asset Fund
Mo Lo

gh
d

Very
High
Low

RISKOMETER
90% NIFTY 50 Hybrid Composite Debt 65:35 Index (Total
Returns Index) and 10% Domestic Prices of Gold arrived at based
on London Bullion Market Association’s (Lbma) Am Fixing Price
Modera
oderate High tely
to te M Hi HDFC Asset Allocator Fund of Funds
w era l
Modera
oderate High tely
Mo Lo

gh
d

o M
w t erate Hi
Very
High
Low

Mo Lo

gh
d

RISKOMETER Very
High
Low

NIFTY 50 Hybrid Composite Debt 65:35 Index

RISKOMETER
Modera Investors understand that their principal will be at
oderate High tely
to te M Hi high risk
w era
Mo Lo

HDFC Dynamic PE Ratio Fund of Funds

gh

l
d

Very
High
Low

RISKOMETER

NIFTY 50 Arbitrage Index Modera

oderate High tely
o M
Modera w t erate Hi
oderate High tely
o M
Mo Lo

gh

w t erate Hi
d
Mo Lo

HDFC Arbitrage Fund

gh

l
Very
d

High
Low
Very
High
Low

RISKOMETER
RISKOMETER Investors understand that their principal will be at
low risk

CRISIL Dynamic Bond Fund B-III Index Modera

oderate High tely
o M
Modera w t erate Hi
oderate High tely
o M
Mo Lo

gh

w t erate Hi
d
Mo Lo

HDFC Dynamic Debt Fund

gh

l
Very
d

High
Low
Very
High
Low

RISKOMETER
RISKOMETER Investors understand that their principal will be at
moderate risk
Benchmark and Scheme Riskometer as on March 31, 2023
Ω Eligibility (of Unit holder): Children less than 18 years of age as on the date of investment by the Investor / Applicant are eligible as Unit holders in the Scheme.
Date of Release: April 20, 2023

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. 4/4