Hdfc Asset Management Co. Ltd. · NSE:HDFCAMC
Hdfc Asset Management — Investor Presentation (June 2026)
19 slides from Hdfc Asset Management's investor presentation, June 2026
Slide 1: A guide for health care professionals: An Investor Education And Awareness Initiative
Presents A guide for health care professionals An Investor Education And Awareness Initiative The charts and/or any graphical representation is for illustrative purposes only Character/s and/or illustrations featured in this content are generated using Artificial Intelligence, solely for conceptual a
Slide 2: Why Financial Planning Matters? For Healthcare Professionals
Why Financial Planning Matters? For Healthcare Professionals Financial Challenges Regulatory and Cost Monthly Expenses of Rs 20,000 Pressures Healthcare careers start with high Evolving healthcare policies and in 2001 have grown to Rs 85,100 educational costs and may face rising operational costs re
Slide 3: Inflation: The Silent Enemy
Inflation: The Silent Enemy Impact of Inflation* on expenses Impact of Inflation* on savings 120,000 120,000 105,000 100,000 100,000 100,000 Amount in Rs Amount in Rs 80,000 72,000 80,000 76,000 60,000 60,000 39,000 39,000 40,000 30,000 40,000 26,000 20,000 20,000 0 0 Today 5 Years 15 Years 20 Years To
Slide 4: Solution? Investing – A Support System for Every Healthcare Professional
Solution? Investing – A Support System for Every Healthcare Professional Start Saving …the earlier you start, the better Progress from ‘Saving’ to ‘Investing’ Put money to work rather than accumulating or keeping it idle You work hard to earn money … So, make the money work hard for you Benefit from
Slide 5: Investing in the suitable asset can help create wealth in the long term
Investing in the suitable asset can help create wealth in the long term CAGR Return (FY1979 - FY2025)* Equity (BSE SENSEX) 15.55% Despite the risk and Gold 11.29% volatility in the short term, over the long Bank FD 7.95% term, equity as an asset class has outperformed others. Avg Inflation# 7.35% 0.0
Slide 6: Make Your Investments Work for You
Make Your Investments Work for You Fight inflation Be realizable at for you Your Investments should fair value and low cost Provide income Grow in value an when you need it appreciate over time Be accessible & usable in parts and portions Asset allocation is the key For important disclaimers, please
Slide 7: Asset Allocation – Your Financial Treatment Plan
Asset Allocation – Your Financial Treatment Plan No medical team relies on one tool alone. Some protocols stabilize, some treat, and some support recovery. Balance = Better outcomes, LIQUIDITY INCOME GROWTH the same applies to your For short-term needs Relative stability with Potential for investmen
Slide 8: Why invest in Mutual Funds?
Why invest in Mutual Funds? Professional Transparency Risk Convenient Liquidity Well-Regulated Management Diversification (Invest Small By SEBI Amounts) For important disclaimers, please refer page no. 18 08/19
Slide 9: Mutual Fund Schemes – Where to Invest?
Mutual Fund Schemes – Where to Invest? Equity Schemes Expected Return • Higher Returns Hybrid Schemes • Higher Risk Debt Schemes • Moderate Returns • Low-Moderate Returns • Moderate Risk Liquid Schemes • Low-Moderate Risk • Lower Returns • Low Risk Expected Risk Conservative Investor Risk Tolerance
Slide 10: Starting Early and Cost of Delay
Starting Early and Cost of Delay SIP of Rs 1,000 invested till the age of 60 90.0 80.0 77.2 Total Amount invested through SIP Investment value at the age of 60 Amount in lakh (Rs) 70.0 60.0 50.0 45.7 40.0 30.0 25.3 20.0 9.9 10.0 4.2 3.6 3.0 2.4 0.0 25 Years 30 Years 35 Years 40 Years Starting Age Th
Slide 11: SIP – Small Steps, Big Victories!
SIP – Small Steps, Big Victories! Systematic Investment Plan (SIP) allows you to invest a fixed amount at regular intervals in a mutual fund scheme. For healthcare professionals with demanding schedules, SIPs help build financial discipline without requiring constant monitoring How does SIP work? Disc
Slide 12: What NOT to do?
What NOT to do? Do NOT ignore inflation Do NOT keep money idle Do NOT delay investing Do NOT chase tips or unverified advice Do NOT put all your money Do NOT ignore emergency planning in one product For important disclaimers, please refer page no. 18 12/19
Slide 13: WealthCare – Build Your Financial Well-Being
WealthCare – Build Your Financial Well-Being Start with a clear financial plan Consider investing at regular intervals Stay disciplined and resilient Discipline. Resilience. Commitment. Your financial well-being journey starts now! For important disclaimers, please refer page no. 18 13/19
Slide 14: Be 'Investment-ready'!
Be 'Investment-ready'! Pre-requisites Steps to complete KYC Process After completing KYC KYC (Know Your Visit any MF Branch Investor You can open a MF Folio Customer) Process Service Centre / Branch with with any Mutual Fund and required KYC Documents, namely – consider investing early in mutual fun
Slide 15: SEBI's Cautionary to the Investors
SEBI's Cautionary to the Investors Sr. No Particulars SEBI Link To communicate with only genuine social SEBI | Caution to Investors on Stock Market 1 media handles of SEBI registered entities. Scams through Social Media Platforms To exercise caution and due diligence to SEBI | Caution to public agai
Slide 16: Complaints Redressal Mechanism
Complaints Redressal Mechanism Complaint to Mutual Fund Contact the Investor Relations Officer of the Mutual Fund Name and contact details of the Investor Relations Officer are available in the Scheme Information Document and also on the website of the concerned mutual fund. For important disclaimers,
Slide 17: SEBI Complaints Redressal System and SMART ODR
SEBI Complaints Redressal System and SMART ODR SEBI Complaints Redressal System (SCORES) is a web-based complaint redressal portal provided by SEBI. An investor can lodge an online complaint with SEBI through SCORES if he/she is not satisfied with the response from the Mutual Fund/company/intermediar
Slide 18: Disclaimer
Disclaimer An Investor Education And Awareness Initiative Visit https://www.hdfcfund.com/information/key-know-how to know more about the process to complete a one-time Know Your Customer (KYC) requirement to invest in Mutual Funds. Investors should only deal with registered Mutual Funds, details of
Slide 19: Thank You
aHDFC BHAROSA APNO KA Thank You
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