Hdfc Asset Management Co. Ltd. · NSE:HDFCAMC
Hdfc Asset Management — Investor Presentation (May 2025)
25 slides from Hdfc Asset Management's investor presentation, May 23, 2025
Slide 1: HDFC Children's Fund
THEIR FUTURE DEPENDS ON YOUR DECISION TODAY HDFC CHILDREN’S FUNDµ Empower and strengthen your child’s future, today. Don’t let finances get in the way of your child’s dream! An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority
Slide 2: Please refer to Disclaimer on slide 25
Please refer to Disclaimer on slide 25 02/25
Slide 3: If you had to plan in 2010 for today's cost, how much to save monthly?
If you had to plan in 2010 for today's cost, how much you have to save monthly then? Fields of Professional 2010 2025 Monthly Savings needed from 2010 Education for professional education in 2025 MBA ` 6.34 Lakh ` 26.50 Lakh ` 6,100 Engineering ` 2.06 Lakh ` 8.59 Lakh ` 2,000 Medical ` 16.97 Lakh `
Slide 4: How Much is Enough?
How Much is Enough? Cost of With rising education costs across all professional degrees, education saving for education becomes even more imperative Child care costs also include additional costs of housing, transportation, clothing, food, health care, etc. Long term equity investing is a suit
Slide 5: Prepare For The Best
Prepare For The Best The best professional degree courses cost up to ` 26.50 lakh* Similar courses abroad can cost significantly more Premium institutes have the pricing power and inflation will take these numbers higher year after year The cost of education should not come as a surprise to yo
Slide 6: The Cost of Procrastination - Don't delay the inevitable
The Cost of Procrastination - Don’t delay the inevitable Anirvan’s The road to ` 50 Lakhs! parents ` 20,64,400 ` 29,35,600 Anirvan’s parents start early and save ` 11,500/month for 15 years Nicole and Sachin's parents are late starters and have contributed a higher amount on a monthly basis to a
Slide 7: Goal based Investing towards Child's Education
Goal based Investing towards Child’s Education Goal Based Investing Investing without a Goal Targets a specific amount of corpus for Savings are kept in a “common savings your child’s education pool” without any goal in mind Money is earmarked for a specific purpose, Money gets withdrawn from
Slide 8: Mental Accounting
Mental Accounting “Mental Accounting” is an economic concept as per which investors divide their current and future savings into separate, non-transferable portions affecting their consumption decisions and other behaviours Mental accounting leads to long term thinking and financial discipline
Slide 9: Equities - A Powerful tool against Inflation
Equities- A Powerful tool against Inflation In the long run, Equity have been able Aren’t equities risky? Having a short term view or to beat other Asset Classes! investing directly in equities without adequate knowledge can be risky. Volatility reduces with time in CAGR Return (FY1980 - FY2026YTD)
Slide 10: How Mutual Funds help?
How Mutual Funds help? Professional Fund Management Expert fund management In depth research Conscious portfolio management to optimize returns Long term financial goal planning Meet financial goals by investing in products catering to a wide array of investment goals Options to invest regul
Slide 11: SIP or Lump Sum?
SIP or Lump Sum? SIP Lump Sum Investments at a predefined monthly or Lump sum when you receive large flows quarterly frequency like a bonus For a salaried individual, the income is Ad hoc investments on special monthly and so should be the savings occasions like festivals or your Ideal way t
Slide 12: Strategy to Smart Investing
Strategy to Smart Investing Have a target corpus in mind Start early and invest regularly toward the goal - Keep time on your side! Focus long-term and stay invested PRESENTING... HDFC Children’s Fund An open ended fund for investment for children having a lock-in for at least 5 years or till
Slide 13: HDFC Children's Fund - Weathered it all
HDFC Children’s Fund - Weathered it all HDFC Children’s Fund - Sailing Through Ups and Downs! (Value of ` 10,000 Invested) 4,50,000 4,00,000 US Rate Hike, Slowdown in US & Commodity Crash 3,50,000 HDFC Children's Fund: ` 367,171 3,00,000 Lehman Crisis, Satyam Scam Russian-Ukraine Crisis NIFTY 50 TRI
Slide 14: HDFC Children's Fund
HDFC Children’s Fund Meant for all children below the age of 18 years Healthy allocation towards equities which is an ideal long-term asset class coupled with debt allocation which provides stable returns Investments can be made on a lump sum or SIP basis and there is no limit to the number of
Slide 15: Ease worries of Education fee with Monthly Cashflow
Ease worries of Education fee with Monthly Cashflow SYSTEMATIC WITHDRAWAL ADVANTAGE PLAN (SWAP) A facility to plan withdrawal from your mutual fund investments by redeeming units at predetermined intervals while giving your investments a chance to grow at the same time. ILLUSTRATION ADVANTAGES OF OPT
Slide 16: Key Features
Key Features Investment will be made in the name of a minor Who can invest? Parents/Legal Guardian will operate the folio till the child Minors attains majority (through Parents or Legal Guardian) No limit on investment Investment can be made as many times till the minor turns 18 Please refe
Slide 17: Performance
Performance A. SIP Performance- HDFC Children's Fund - Regular Plan - Growth Option SIP Investments Since Inception 15 Year SIP 10 Year SIP 5 Year SIP 3 Year SIP 1 Year SIP Total Amount Invested (` in lacs) 29.00 18.00 12.00 6.00 3.60 1.20 Market Value as on April 30, 2025 (` in lacs) $ 270.07 59.92
Slide 18: Performance
Performance Performance of Other Funds Managed by Mr. Anil Bamboli, Co-Fund Manager of HDFC Children’s Fund (who manages total 14 schemes) Managing Scheme Returns (%) as on April 30, 2025 Scheme since Last 1 year (%) Last 3 years (%) Last 5 years (%) Performance of Top 3 schemes managed by Anil Bamb
Slide 19: HDFC Children's Fund - Fund Facts
HDFC Children’s Fund An open ended fund for investment for children having a lock-in for at least 5 years or till the child attains age of majority (whichever is earlier)Ω Fund Facts Investment Objective To generate capital appreciation / income from a portfolio of equity & equity related instrument
Slide 20: Fund Facts (continued)
Fund Facts (continued) Asset Allocation Under normal circumstances, the asset allocation of the scheme’s portfolio will be as follows: Indicative Allocations (% of Total Assets) Type of Instruments Minimum Maximum Allocation Allocation Equities and Equity related Instruments 65 80 Debt Securities (i
Slide 21: Product Labelling
Product Labelling HDFC Children’s Fund NAME OF BENCHMARK AND RISKOMETER# [An open ended fund for investment for children having a RISKOMETER OF THE SCHEME # NIFTY 50 Hybrid Composite Debt 65:35 Index lock-in for atleast 5 years or till the child attains age of majority (whichever is earlier)] is sui
Slide 22: Benchmark and Scheme Riskometer
Benchmark and Scheme Riskometer Riskometer# of the Scheme Name of Scheme Name and Riskometer# of Benchmark BSE 250 SmallCap (Total Returns Index) HDFC Small Cap Fund NIFTY 50 Hybrid Composite Debt 65:35 Index HDFC Hybrid Equity Fund 65% NIFTY 50 TRI + 25% NIFTY Composite Debt Index + 10% Domestic Pr
Slide 23: Benchmark and Scheme Riskometer
Benchmark and Scheme Riskometer Riskometer# of the Scheme Name of Scheme Name and Riskometer# of Benchmark NIFTY Midcap 150 (Total Returns Index) HDFC Mid-Cap Opportunities Fund NIFTY 50 Hybrid Composite Debt 50:50 Index HDFC Balanced Advantage Fund 90% NIFTY 50 Hybrid Composite Debt 65:35 Index (To
Slide 24: Benchmark and Scheme Riskometer
Benchmark and Scheme Riskometer Riskometer# of the Scheme Name of Scheme Name and Riskometer# of Benchmark 35% NIFTY 50 Arbitrage Index + 60% NIFTY Composite Debt Index A-III + 5% NIFTY 1D Rate Index (w.e.f. 19 March, 2025) HDFC Income Plus Arbitrage Active FOF§Σ HDFC Dynamic Debt Fund NIFTY Composi
Slide 25: Disclaimer
Disclaimer The presentation dated May 23, 2025 has been prepared by HDFC Asset Management Company Limited (HDFC AMC) based on internal data, publicly available information and other sources believed to be reliable. Any calculations made are approximations, meant as guidelines only, which you must co
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