Hdfc Asset Management Co. Ltd. · NSE:HDFCAMC
Hdfc Asset Management — Investor Presentation (December 2024)
23 slides from Hdfc Asset Management's investor presentation, December 2024
Slide 1: Beat Volatility with Hybrid Strategies
Beat Volatility with Hybrid Strategies
Slide 2: What are Hybrid Strategies?
What are Hybrid Strategies? 1 Hybrid Strategies invest in two or more asset classes For e.g. Debt and Equity instruments or Debt, Equity and Gold Instruments Hybrid Strategies are better to achieve objectives of investors who aim at: Growth of Capital – Through Equities Stability of Capital – Throug
Slide 3: Why Hybrid Strategies?
Why Hybrid Strategies? 1 Different asset classes perform differently across different economic cycles. (refer page 4) Hybrid Strategies are less volatile than pure Equity funds and hence may help reduce nervousness amongst investors (refer page 5 and 6) Hybrid Strategies offers solution for conserva
Slide 4: Different asset classes outperform at different times
Different asset classes outperform at different times 1 Investors tend to be biased towards the asset class that has performed well recently. Recency bias could result in investors chasing momentum and picking an asset class at an inopportune time. Over the last 22 calendar years equity, debt and go
Slide 5: Different asset classes have different risk-return profile and correlation
Different asset classes have different risk-return profile and correlation 1 Equity returns are relatively more volatile vis-à-vis debt and gold Asset correlation is a measure of how asset classes move in relation to one another over a period of time. Correlation Equities generally generate higher re
Slide 6: Lower volatility in Hybrid Strategies
Lower volatility in Hybrid Strategies 1 Standard deviation is used as an indicator to measure market volatility i.e. measuring 18% Risk (Standard Deviation) vs Return (CAGR) how widely prices are dispersed from the 16% 15.2% average price. 14% 13.0% 11.9% 12.5% 12% 10.1% 10% 9.3% 8.5% If prices vary
Slide 7: HDFC MF Hybrid Strategies Solution
HDFC MF Hybrid* Strategies Solution 1 Sr. ~Years in Page Scheme Name Nature of Scheme No. Existence No. 1 HDFC Hybrid Debt Fund Conservative Hybrid Fund 20 years 12 2 HDFC Equity Savings Fund Equity Savings Fund 20 years 13 3 HDFC Asset Allocator Fund Fund of Funds 3 years 14 of Funds 4 HDFC Multi A
Slide 8: Hybrid Strategies – Risk Return Profile
Hybrid* Strategies – Risk Return Profile 1 An array of hybrid strategies to choose from according to risk tolerance of investor. Equity Range : 65% - 80% Equity Range 65% - 100%** # Aggressive Hybrid Equity Fund Range : 65% - 80%** HDFC Hybrid Equity Exposure to Equity Balanced Advantage Fund Oriente
Slide 9: Asset Allocation mix of Hybrid schemes
Asset Allocation mix of Hybrid* schemes 1 Minimum - Maximum Allocation (% of Total Assets) Type of Instruments HDFC Hybrid HDFC Equity Savings Fund HDFC Multi Asset HDFC Hybrid HDFC Balanced Debt Fund Normal Defensive Fund Equity Fund Advantage Fund Equity and equity related instruments 10% - 25% 65
Slide 10: Asset Allocation mix of Hybrid schemes contd.
Asset Allocation mix of Hybrid* schemes contd. 1 Minimum - Maximum Allocation (% of Total Assets) Type of Instruments HDFC Asset Allocator Fund of Funds Units of domestic Mutual Fund Schemes as under: 95%-100% Equity Oriented Schemes* 40% - 80% Debt Oriented Schemes** 10% - 50% Gold ETF Schemes ***
Slide 11: Hedged and Unhedged Equity exposure of HDFC Hybrid Schemes
Hedged and Unhedged Equity exposure of HDFC Hybrid* Schemes 1 Hedged / Unhedged Equity 80% 70% 65% 60% 21% 33% 13% 50% 68% 40% 53% 35% 30% 47% 47% 20% 33% 22% 10% 0% HDFC Hybrid HDFC Equity HDFC Asset HDFC HDFC HDFC Hybrid Debt Fund1 Savings Fund2 Allocator Fund Multi-Asset Balanced Equity Fund2 of
Slide 12: HDFC Hybrid Debt Fund
HDFC Hybrid Debt Fund 1 An open ended hybrid scheme investing predominantly in debt instruments. Why Invest in HDFC Hybrid Debt Fund? 01 Aims to generate returns higher than traditional fixed income products such as fixed deposit 02 Low volatility and relatively stable returns compared to equity fun
Slide 13: HDFC Equity Savings Fund
HDFC Equity Savings Fund 1 An open ended scheme investing in equity, arbitrage and debt. Why Invest in HDFC Equity Savings Fund? 01 Aims to generate returns higher than traditional fixed income products such as fixed deposit 02 An entry product for equity exposure and /or for conservative investors
Slide 14: HDFC Asset Allocator Fund of Funds
HDFC Asset Allocator Fund of Funds 1 An open ended Fund of Funds scheme investing in equity oriented, debt oriented and gold ETFs schemes. Why Invest in HDFC Asset Allocator Fund of Funds? 01 Timing the market for various asset classes is difficult as different asset classes behave differently acros
Slide 15: HDFC Multi-Asset Fund
HDFC Multi-Asset Fund 1 An open ended scheme investing in equity and equity related instruments, Debt & Money Market Instruments and Gold related instruments. Why Invest in HDFC Multi-Asset Fund? 01 Timing the market for various asset classes is difficult as different asset classes behave differentl
Slide 16: HDFC Balanced Advantage Fund
HDFC Balanced Advantage Fund 1 An open ended balanced advantage fund. Why Invest in HDFC Balanced Advantage Fund? 01 Helps achieve twin objectives through one fund: 04 Aims to create wealth with dynamic asset allocation between equity and debt Growth of capital by investing in Equities Stability
Slide 17: HDFC Hybrid Equity Fund
HDFC Hybrid Equity Fund 1 An open ended hybrid scheme investing predominantly in equity and equity related instruments. Why Invest in HDFC Hybrid Equity Fund? 01 Helps to achieve twin objectives through one fund: Growth of Capital by investing in Equities Stability of Capital by investing in Deb
Slide 18: Opt for Hybrid Strategies for tax efficient periodic income
Opt for Hybrid Strategies for tax efficient periodic income 1 Combining a hybrid strategy (equity oriented) with Smart SWAP (Systematic Withdrawal Advantage Plan) - Facility to create secondary income by automatically redeeming Mutual Fund units while giving your investments a chance to grow at the s
Slide 19: Product labelling and Riskometer as on Nov 30, 2024
Product labelling and Riskometer as on Nov 30, 2024. 1 Name of Scheme This product is suitable for investors who are seeking* Riskometer# HDFC Balanced Advantage Fund • To generate long-term capital appreciation / income • Investments in a mix of equity and debt instruments HDFC Hybrid Equity Fund •
Slide 20: Product labelling and Riskometer as on Nov 30, 2024
Product labelling and Riskometer as on Nov 30, 2024. 1 Name of Scheme This product is suitable for investors who are seeking* Riskometer# HDFC Hybrid Debt Fund • To generate long-term income / capital appreciation • Investments primarily in debt securities, money market instruments and moderate expo
Slide 21: Product labelling and Riskometer as on Nov 30, 2024
Product labelling and Riskometer as on Nov 30, 2024. 1 Name of Scheme This product is suitable for investors who are seeking* Riskometer# HDFC Asset Allocator • Capital appreciation over long-term Fund of Funds$ • Investment predominantly in equity oriented, debt oriented and Gold ETF schemes *Inves
Slide 22: Disclaimer
Disclaimer 1 The data/statistics is given for general information purposes only and is not an investment advice. Neither HDFC Asset Management Company (HDFC AMC) / HDFC Mutual Fund nor any person connected with them, accept any liability arising from the use of this document. The recipient(s) before
Slide 23: Thank You
Thank You
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