Hdfc Asset Management Co. Ltd. · NSE:HDFCAMC
Hdfc Asset Management — Investor Presentation (October 2021)
24 slides from Hdfc Asset Management's investor presentation, Oct 19, 2021
Slide 1: Beat Volatility with Hybrid Strategies
Beat Volatility with Hybrid Strategies MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
Slide 2: What are Hybrid Strategies?
What are Hybrid Strategies? Hybrid Strategies invest in two or more asset classes. For e.g. Debt and Equity instruments or Debt, Equity and Gold Instruments. A scheme following hybrid strategy periodically rebalances portfolios in line with market outlook of each asset class. Hybrid Strategies can b
Slide 3: Why Hybrid Strategies?
Why Hybrid Strategies? 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 panic amongst investors (refer page 5, 6 and 7) Hybrid Strategies offers solution for conservative
Slide 4: Different Asset Classes outperform at different times
Different Asset Classes outperform at different times Historical returns tend to make the investors 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 19 calendar ye
Slide 5: Different Asset Classes have different risk-return profile and correlation
Different Asset Classes have different risk-return profile and correlation 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 generate higher returns than
Slide 6: Low Volatility in Hybrid Strategies
Low Volatility in Hybrid Strategies Standard deviation is used as an indicator to measure market volatility i.e. measuring Standard Deviation % how widely prices are dispersed from the average price. 35% 31% 30% 25% If prices vary in a narrow range, then 20% standard deviation will have a low value
Slide 7: Hybrid Strategy - Investor Behaviour
Hybrid Strategy - Investor Behaviour Investor A invests Rs 100 in equity and debt mutual fund schemes separately with 25% of its capital into Equity and rest 75% into Debt. Investor B, on the other hand invests in a Hybrid Debt Fund which has the same allocation. Amount Invested in Rs 100 Investor A
Slide 8: HDFC MF Hybrid Strategies Solution
HDFC MF Hybrid* Strategies Solution ~Months/ Sr. Page Scheme Name Nature of Scheme Years in No. No. Existence 1 HDFC Hybrid Debt Fund Conservative Hybrid Fund 17 years 13 2 HDFC Equity Savings Fund Equity Savings Fund 17 years 14 3 HDFC Asset Allocator Fund Fund of Funds 5 months 15 of Funds 4 HDFC
Slide 9: Hybrid Strategies – Risk Return Profile
Hybrid* Strategies – Risk Return Profile An array of hybrid strategies to choose for different risk tolerance of investor. Balanced Advantage Fund HDFC Balanced Aggressive Hybrid Advantage Fund Fund Expected Return Multi Asset HDFC Hybrid Equity Allocation Fund Fund Asset Allocation HDFC Multi Asset
Slide 10: Asset Allocation mix of Hybrid schemes
Asset Allocation mix of Hybrid* schemes 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 11: Asset Allocation mix of Hybrid schemes contd.
Asset Allocation mix of Hybrid* schemes contd. 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 *** 10
Slide 12: Net Long Equity Position of HDFC Hybrid Schemes
Net Long Equity Position (Unhedged Equity) of HDFC Hybrid* Schemes 80.00% 73.85% 70.00% 62.14% 60.00% 50.00% 47.59% 46.30% 39.61% 40.00% 30.00% 24.47% 20.00% 10.00% 0.00% HDFC Hybrid Debt HDFC Equity HDFC Multi Asset HDFC Asset HDFC Balanced HDFC Hybrid Fund Savings Fund Fund Allocator Fund of Advan
Slide 13: HDFC Hybrid Debt Fund
HDFC Hybrid Debt Fund An open ended hybrid scheme investing predominantly in debt instruments and with moderate exposure to equities. Why Invest in HDFC Hybrid Debt Fund? 01 Targets returns greater than debt schemes with volatility lower than equities schemes. 02 Suitable for moderately aggressive i
Slide 14: HDFC Equity Savings Fund
HDFC Equity Savings Fund An open ended scheme investing in equity, arbitrage and debt. Why Invest in HDFC Equity Savings Fund? 01 Controlled equity allocation to take advantage of the long 02 Fixed Income exposure (10-35%) and hedged equity exposure term potential of equities (Net through arbitrage
Slide 15: HDFC Asset Allocator Fund of Funds
HDFC Asset Allocator Fund of Funds 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 Active asset allocation with periodic review and rebalancing 02 Suitable for moderately aggressive investors a
Slide 16: HDFC Multi Asset Fund
HDFC Multi Asset Fund 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 Equity exposure ranges from 65% to 80%. 02 Debt & Money Market instrument ranges from 10% to 30% and Go
Slide 17: HDFC Hybrid Equity Fund
HDFC Hybrid Equity Fund An open ended hybrid scheme investing predominantly in equity and equity related instruments. Why Invest in HDFC Hybrid Equity Fund? 01 Equity exposure ranges from 65% and 80% and the rest is debt ranging from 20% - 35%. 02 Flexibility to invest across market capitalization i
Slide 18: HDFC Balanced Advantage Fund
HDFC Balanced Advantage Fund An open ended Balanced Advantage Fund. Why Invest in HDFC Balanced Advantage Fund? 01 Asset allocation between equity and debt will depend on prevailing market 04 Equity exposure* ranges from 65% and 100% and the rest is and economic conditions. debt ranging from 0% to 3
Slide 19: Opt for Hybrid Strategies for Tax Efficient Periodic Income
Opt for Hybrid Strategies for Tax Efficient Periodic Income Combining a hybrid strategy with SWAP (Systematic Withdrawal Advantage Plan) results in tax-efficient periodic income Since bulk of the money withdrawn are accounted for by the principal component, the cash flows are more tax-efficient Date
Slide 20: The riskometer is based on portfolio of September 30, 2021
The riskometer is based on portfolio of September 30, 2021. Name of Scheme This product is suitable for investors who are seeking* Riskometer HDFC Balanced Advantage Fund • To generate long-term capital appreciation / income (An open ended Balanced Advantage Fund) • Investments in a mix of equity an
Slide 21: The riskometer is based on portfolio of September 30, 2021
The riskometer is based on portfolio of September 30, 2021. Name of Scheme This product is suitable for investors who are seeking* Riskometer HDFC Hybrid Debt Fund • To generate long-term income / capital appreciation (An open ended hybrid scheme investing predominantly • Investments primarily in de
Slide 22: The riskometer is based on portfolio of September 30, 2021
The riskometer is based on portfolio of September 30, 2021. 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 (An open ended Fund of F
Slide 23: Disclaimer
Disclaimer 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 a
Slide 24: Thank You
Thank You
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