HDFC Securities Achieves ₹25,000 Crore AUM in Mutual Funds, Thanks to SIPs

HDFC Securities, a prominent broking firm and subsidiary of HDFC Bank, has announced a remarkable milestone in its journey. The company’s mutual fund Assets Under Management (AUM) have exceeded ₹25,000 crore, showcasing its robust growth and dedication to empowering investors with long-term wealth creation strategies.

Key Drivers Behind the Achievement

The exceptional growth in AUM is credited to the company’s consistent focus on promoting disciplined investing and fostering a savings culture among its customers. The Systematic Investment Plan (SIP) segment has been pivotal in achieving this milestone, contributing over 40% to the mutual fund AUM—a figure significantly higher than the industry average of approximately 20%.

Mr. Dhiraj Relli, Managing Director and CEO of HDFC Securities, expressed his gratitude, stating, “We are thrilled to have reached this milestone and thank our customers for their trust and loyalty. Our commitment to doing things the right way has helped us build a strong foundation of disciplined investing and consistent savings.”

The Role of SIPs in Wealth Creation

SIPs have been the cornerstone of HDFC Securities’ mutual fund growth. Since 2016, the company’s mutual fund AUM has grown from ₹100 crore to over ₹25,000 crore. Over the last eight years, more than 8 lakh customers have adopted SIPs as a preferred investment approach. HDFC Securities has also consistently ranked among the top five players in new SIP registrations over the past three years.

Mr S Sambath Kumar, Head of Third-Party Product Distribution at HDFC Securities, emphasised, “SIP is the best way for wealth creation, especially for retail customers, in today’s volatile market. Our focus on SIPs has been a key contributor to our sustained growth.”

Digital-First Initiatives Driving Customer Engagement

HDFC Securities has integrated a SIP-first approach across its digital platforms. By offering content, videos, and webinars featuring industry experts, the company educates investors on the benefits of starting early and staying consistent. These initiatives, coupled with proactive engagement by relationship managers, have made long-term wealth creation accessible to a broader audience.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.