Hdfc Asset Management Co. Ltd. · NSE:HDFCAMC
Hdfc Asset Management — Investor Presentation (March 2025)
13 slides from Hdfc Asset Management's investor presentation, Mar 19, 2025
Slide 1: HDFC Income Plus Arbitrage Active FOF
HDFC Income Plus Arbitrage Active FOF* Debt with a Difference. (An open-ended Fund of Fund scheme investing in Arbitrage and Debt Mutual Fund Schemes) *Disclaimer: Effective from March 19, 2025, HDFC Dynamic PE Ratio Fund of Funds will undergo fundamental attribute change along with the change in na
Slide 2: Dynamic Allocation across Debt and Arbitrage
Dynamic Allocation across Debt and Arbitrage Debt Mutual Fund Schemes Arbitrage Fund Less than 65%* of the allocation will be made to debt mutual fund schemes At least 35% of the portfolio will in a dynamic manner be allocated to Arbitrage Fund Scheme will actively manage allocation by adjusting the
Slide 3: Current Fixed Income Outlook
Current Fixed Income Outlook Steady global growth Domestic growth and External sector Government sticking to and inflation drifting Core Consumer Price expected to remain path of fiscal lower likely to keep Index (CPI) momentum comfortable in view of consolidation and Advanced Economies remaining su
Slide 4: Taxation of Fund of Funds investing <65% towards Debt Mutual Fund Schemes
Taxation of Fund of Funds investing <65% towards Debt Mutual Fund Schemes* For Units redeemed on or after April 01, 2025 Particulars Short-Term@ Capital Gains Tax Long-Term@ Capital Gains Tax Debt Mutual Fund Schemes Investor’s Income Tax Slab Rate^ Investor’s Income Tax Slab Rate^ *Fund of Funds wh
Slide 5: Potential to perform well against Debt and Arbitrage
Potential to perform well against Debt and Arbitrage Pre-Tax Rolling Returns (CAGR, %) Post-Tax Rolling Returns (CAGR, %) 35% NIFTY 50 Arbitrage 35% NIFTY 50 Arbitrage Index + 60% NIFTY NIFTY NIFTY 50 Index + 60% NIFTY NIFTY NIFTY 50 Particulars Composite Debt Index Composite Arbitrage Particulars C
Slide 6: Why invest in HDFC Income Plus Arbitrage Active FOF?
Why invest in HDFC Income Plus Arbitrage Active FOF? Particulars Debt Mutual Fund Schemes HDFC Income Plus Arbitrage Active FOF Invests dynamically in units Arbitrage and Debt Mutual Fund Investments are made in debt schemes Schemes after evaluating various parameters like arbitrage Dynamism in base
Slide 7: Why invest in HDFC Income Plus Arbitrage Active FOF?
Why invest in HDFC Income Plus Arbitrage Active FOF? I have a more conservative risk appetite and would want to invest in schemes with relatively lower risk HDFC Income Plus Arbitrage Active FOF – An Ideal Solution I want an I want to invest experienced in a product that Fund Manager to take the dec
Slide 8: Risks and Mitigants
Risks and Mitigants Risks Mitigants Risks / Mitigants pertaining to Arbitrage Funds There may be instances where the price spread between cash and Arbitrage Fund provides for allocating upto 100% of assets in derivative market is insufficient to meet the cost of carry, which debt and money market se
Slide 9: Fund Facts
Fund Facts Particulars HDFC Income Plus Arbitrage Active FOF Type of Scheme An open-ended Fund of Fund scheme investing in Arbitrage and Debt Mutual Fund schemes Investment To generate income / long-term capital appreciation by investing in units of Arbitrage and Debt schemes Objective There is no a
Slide 10: Asset Allocation
Asset Allocation Under normal circumstances, the asset allocation of the scheme’s portfolio will be as follows: Minimum Allocation Maximum Allocation Types of Instruments (% of Total Assets) (% of Total Assets) Units of Arbitrage and 95% 100% Debt Mutual Fund Schemes# Debt Securities and 0% 5% Money
Slide 11: Product Labelling and Riskometer of HDFC Income Plus Arbitrage Active FOF
Product Labelling and Riskometer of HDFC Income Plus Arbitrage Active FOF HDFC Income Plus Arbitrage Active FOF (An open-ended Fund of Fund scheme investing in Arbitrage and Debt Mutual Fund Scheme Riskometer# Schemes) is suitable for investors who are seeking*: • To generate income / long-term capi
Slide 12: Disclaimer
Disclaimer The views expressed herein are as of March 13, 2025 and are 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 confirm before relying on them. The information
Slide 13: Thank You!
Thank You!
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