Hdfc Asset Management Co. Ltd. · NSE:HDFCAMC

Hdfc Asset Management — Investor Presentation (February 2026)

22 slides from Hdfc Asset Management's investor presentation, February 2026

  1. Slide 1: HDFC Nifty India Consumption Index Fund NFO

    Aim to with India’s Consumer Story. HDFC Nifty India Consumption INDEX FUND NFO period: 4th Feb to 13th Feb 2026 Refer disclaimer on page 21

  2. Slide 2: Factors driving India's consumption in the coming decades

    Factors driving India’s consumption in the coming decades India's Demographic Premiumization Formalization Digitization consumption at an Dividend inflection point For example, India has the Changing income Shift from Changing countries like China largest and one pyramid and unorganized to consumptio

  3. Slide 3: Rising per capita income has facilitated broad-based consumption

    Rising per capita income has facilitated broad-based consumption Share of non-food consumption has risen... …thanks to steadily rising per capita incomes 70.0% Share of Private Final Consumption 5000 India Per Capita GDP (US$) Expenditure (contant prices) 64.2% 65.0% 4500 60.0% 4000 56.1% 55.0% 3500

  4. Slide 4: Spending has grown across several categories in a broad-based manner

    Spending has grown across several categories in a broad-based manner CAGR over FY14-24 (constant prices) 9% 8% 7% 6% 5% 4% 3% 2% 1% 0% Health Transport Communication Restaurants and hotels Education Miscellaneous goods and services Furnishing, household equipment and routine household maintenance Re

  5. Slide 5: Several factors may drive the next consumption wave!

    Several factors may drive the next consumption wave! Consumption Stimulus – Aggregating to ~₹11.7 lakh crore (trillion) 4,500 11,750 GST rate Income tax relief to Rs bn rationalization to 3,000 boost disposable reduce cost of 1,450 income 1,000 essential goods 1,800 GST rate cut Income Tax Repo Rate

  6. Slide 6: GST Rationalization – A major push for consumption

    GST Rationalization – A major push for consumption GST Rate Rationalization Key Sector Implications • Discontinuation of 12% and 28% slabs Autos • 2 primary rates of 5% and 18%, plus 40% for sin/demerit goods • Small Cars and 2-wheelers: GST rate down from 28% to 18% • Benefit for multiple consumptio

  7. Slide 7: Low inflation and good monsoon to uplift consumption outlook

    Low inflation and good monsoon to uplift consumption outlook High inflation has historically led to lower consumption growth The rise in inflation post the pandemic has now slowed down, with CPI Inflation reporting 1.33% YoY for December 2025 Monsoon 2025 was above normal, another potential boost to ma

  8. Slide 8: Nifty India Consumption Index (TRI)

    Nifty India Consumption Index (TRI) Offering comprehensive exposure to India’s consumption theme Refer disclaimer on page 21 08/22

  9. Slide 9: Nifty India Consumption Index tracks the pulse of India's consumption story

    Nifty India Consumption Index tracks the pulse of India’s consumption story Passively managed strategy Parameter Nifty India Consumption Index Universe / Parent Index Nifty 500 Index Stock selection Companies with domestic operating revenue of more than 50% are considered eligible for inclusion in t

  10. Slide 10: Diversified exposure to consumption oriented sectors

    Diversified exposure to consumption oriented sectors Sector Nifty India Consumption (%) Nifty 50 (%) Difference vs. Nifty 50 (%) Fast Moving Consumer Goods 27.3 6.4 20.8 Automobile and Auto Components 26.2 7.0 19.3 Consumer Services 13.4 2.5 10.9 Consumer Durables 10.8 2.5 8.4 Telecommunication 10.0

  11. Slide 11: Exposure to leading companies driving the consumption theme

    Exposure to leading companies driving the consumption theme Higher valuations supported by higher quality of companies Top 10 constituents spread across several sectors viz. high Return on Equity (ROE) Company Name Weightage (%) Nifty India Nifty 50 Index Consumption Index Bharti Airtel Ltd. 9.95 IT

  12. Slide 12: Nifty India Consumption has outperformed or fallen less than Nifty in majority of FYs

    Nifty India Consumption has outperformed or fallen less than Nifty 50 in majority of FYs CAGR* as on Dec 31, 2025 Indices rebased to 1000 Return Periods Nifty India 18000 Consumption TRI Nifty 50 TRI 16000 Nifty India Consumption TRI (14.7% CAGR*) 14000 1 year 9.2% 11.9% Nifty 50 TRI (13.1% CAGR*) 1

  13. Slide 13: Nifty India Consumption has outperformed the Nifty over long time horizons

    Nifty India Consumption has outperformed the Nifty 50 over long time horizons FY Nifty India Consumption TRI Nifty 50 TRI Heatmap Key Rank 1 Rank 2 FY06 25.9% 20.2% FY07 3.5% 14.3% Nifty India FY08 18.5% 25.1% Consumption TRI FY09 -30.2% -35.4% FY10 56.1% 75.3% FY11 10.6% 12.4% Number of 20 FY12 10.

  14. Slide 14: Historically better rolling returns and risk-adjusted returns

    Historically better rolling returns and risk-adjusted returns for Nifty India Consumption TRI Average Rolling Returns Std. Deviation of Rolling Returns Return-Risk Ratio Return Periods Nifty India Nifty India Nifty India Nifty 50 TRI Nifty 50 TRI Nifty 50 TRI Consumption TRI Consumption TRI Consumpt

  15. Slide 15: Presenting HDFC Nifty India Consumption Index Fund

    Presenting HDFC Nifty India Consumption Index Fund Refer disclaimer on page 21 15/22

  16. Slide 16: Why invest in HDFC Nifty India Consumption Index Fund?

    Why invest in HDFC Nifty India Consumption Index Fund? Demographics, Strong policy push set to premiumization and benefit the consumption digitization to support long- theme among uncertain term consumption growth external environment Historical long-term Exposure to leading outperformance of Nifty I

  17. Slide 17: HDFC AMC: Key Strengths in Passives

    HDFC AMC: Key Strengths in Passives Managing Index Solutions One of the largest funds Wide Product Range for over 20 years across certain categories HDFC AMC has been 19 ETFs, 27 Index Funds & 3 Market-cap based Index Funds managing Index Solutions FoFs including: Commodity ETFs with over 15+ for 20

  18. Slide 18: Fund Facts

    Fund Facts HDFC Nifty India Consumption Index Fund Investment Objective Passive investment in equity and equity related securities replicating the composition of the Nifty India Consumption Index (TRI), subject to tracking errors. There is no assurance that the investment objective of the Scheme wil

  19. Slide 19: How will the Scheme allocate its assets?

    How will the Scheme allocate its assets? Indicative allocations (% of total assets) Instruments Minimum Maximum Constituents of Nifty India Consumption 95 100 Index (TRI) Plain Vanilla Debt Securities, Government Securities, T-Bills and Money Market Instruments, Repo on Government Securities, 0 5 Un

  20. Slide 20: Investment Objective and Riskometer

    Investment Objective and Riskometer HDFC Nifty India Consumption Index Fund: Scheme Risk-o-meter# • Passive investment in equity and equity related securities replicating the composition of the Nifty India Consumption Index (TRI), subject to tracking errors. • There is no assurance that the investme

  21. Slide 21: Disclaimer

    Disclaimer The views expressed herein are as of January 22, 2026 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

  22. Slide 22: Thank You

    AHDFC MUTUAL FUND [AROSA APNO KA BH. Thank You

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