HDFC FTSE India Equity ETF · NSE:HFTSEINDIA
HDFC FTSE India Equity ETF — HDFC Children's Gift Fund — Investor Presentation (April 2024)
24 slides from HDFC FTSE India Equity ETF's investor presentation, Apr 23, 2024
Slide 1: HDFC Children's Gift Fund
THEIR FUTURE DEPENDS ON YOUR DECISION TODAY HDFC CHILDREN’S GIFT FUND 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 majo
Slide 2: Education is not preparation for life, education is life itself
“Education is not preparation for life, education is life itself.” - John Dewey Please refer to Disclaimer on slide 24 02
Slide 3: If you had to plan in 2009 for today's cost, how much to save monthly?
If you had to plan in 2009 for today's cost, how much you have to save monthly then? Fields of Professional 2009 2024 Monthly Savings needed from 2009 Education for professional education in 2024 MBA ` 5.89 Lakh ` 24.61 Lakh ` 4,700 Engineering ` 2.05 Lakh ` 8.55 Lakh ` 1,600 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 ` 24.61 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
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 ` 17,10,000 ` 32,90,000 Anirvan’s parents start early and save ` 9,500/month for 15 years Nicole and Sachin's parents are late starters and have contributed a higher amount on a monthly basis to ac
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 Money gets withdrawn fro
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 equity. Hence choose the right
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 reg
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
Slide 12: Strategy to Smart Investing: HDFC Children's Gift Fund
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 Gift Fund An open ended fund for investment for children having a lock-in for at least 5 years or
Slide 13: HDFC Children's Gift Fund - Weathered it all
HDFC Children’s Gift Fund - Weathered it all HDFC Children’s Gift Fund - Sailing Through Ups and Downs! (Value of ` 10,000 Invested) 4,00,000 3,50,000 US Rate Hike, Slowdown in US & Commodity Crash HDFC Children's Gift Fund: 3,00,000 ` 333,265 Lehman Crisis, Satyam Scam 2,50,000 NIFTY 50 TRI: ` 234,
Slide 14: HDFC Children's Gift Fund
HDFC Children’s Gift 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 numb
Slide 15: 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 attains majority Minors (through Guardian) / No limit on investment Parents / Legal Guardian Investment can be made as many times till the minor turns 18 P
Slide 16: Performance
Performance A. SIP Performance- HDFC Children's Gift Fund - Regular Plan - Growth Option SIP since inception* of ` 10,000 invested systematically on the first business day of every month (total investment ~ ` 27.70 lakh) in HDFC Children's Gift Fund would have grown to ~ ` 2.44 crore by March 31, 20
Slide 17: Performance
Performance Performance of Other Funds Managed by Mr. Anil Bamboli, Co-Fund Manager of HDFC Children’s Gift Fund (who manages total 14 schemes) Managing Scheme Returns (%) as on March 31, 2024 Scheme since Last 1 year (%) Last 3 years (%) Last 3 years (%) Performance of Top 3 schemes managed by Anil
Slide 18: HDFC Children's Gift Fund - Fund Facts
HDFC Children’s Gift 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) Fund Facts Investment Objective To generate capital appreciation / income from a portfolio of equity & equity related instru
Slide 19: Fund Facts (continued)
Fund Facts (continued) Asset Allocation Under normal circumstances, the asset allocation of the scheme’s portfolio will be as follows: Minimum Allocation Maximum Allocation Type of Instruments Risk Profile (% of Total Assets) Equities and Equity related Instruments 65 80 High Debt Securities (includi
Slide 20: Product Labelling
Product Labelling Riskometer# HDFC Children’s Gift Fund [An open ended fund for investment for children having a lock-in for atleast 5 years or till the child attains age of rate Moderately o Mode High majority (whichever is earlier)] is suitable for investors who are seeking* w t erate Hi Mo Lo gh
Slide 21: Benchmark and Scheme Riskometer
Benchmark and Scheme Riskometer Name and Riskometer of Benchmark Name of Scheme Riskometer of the Scheme NIFTY 50 Hybrid Composite Debt 65:35 Index HDFC Children's Gift Fund S&P BSE 250 SmallCap (Total Returns Index) HDFC Small Cap Fund NIFTY 50 Hybrid Composite Debt 65:35 Index Investors understand
Slide 22: Benchmark and Scheme Riskometer
Benchmark and Scheme Riskometer Name and Riskometer of Benchmark Name of Scheme Riskometer of the Scheme NIFTY Midcap 150 (Total Returns Index) HDFC Mid-Cap Opportunities Fund NIFTY 50 Hybrid Composite Debt 50:50 Index Investors understand that their principal will be at very high risk HDFC Balanced
Slide 23: Benchmark and Scheme Riskometer
Benchmark and Scheme Riskometer Name and Riskometer of Benchmark Name of Scheme Riskometer# of the Scheme NIFTY 50 Arbitrage Index HDFC Arbitrage Fund Investors understand that their principal will be at low risk NIFTY 50 Hybrid Composite Debt 65:35 Index HDFC Dynamic PE Ratio Fund of Funds Investor
Slide 24: Disclaimer
Disclaimer The presentation dated April 23, 2024 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
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