Hdfc Asset Management Co. Ltd. · NSE:HDFCAMC
Hdfc Asset Management — Investor Presentation (July 2025)
20 slides from Hdfc Asset Management's investor presentation, July 2025
Slide 1: Established & Emerging working for you!
Established & Emerging working for you! 100 Large Caps with Track Record + 150 Mid Caps with Growth Potential HDFC Nifty LargeMidcap 250 Index Fund 'Start your SIP* today!' * SIP - Systematic Investment Plan For disclaimers refer slide 19
Slide 2: India: An investment opportunity for decades to come
India: An investment opportunity for decades to come Among the fastest Capex recovery led Large unmet needs Strong reforms growing economies by Government & of infrastructure momentum of the world Private sector Rich in natural resources Shift underway in global Favourable demographics Rising income
Slide 3: What are Largecaps & Midcaps?
What are Laregcaps & Midcaps? Market Capitalization Largecaps Top 100 100 Companies forming part of Nifty 100 Index Mid caps Next 150 150 Companies forming part of Nifty Midcap 150 Index Source: NSE Indices Ltd. For disclaimers refer slide 19 03/20
Slide 4: Why invest across largecaps and midcaps?
Why invest across largecaps and midcaps? Nifty LargeMidcap 250 Index Largecaps Midcaps Top 100 companies by market cap 101st to 250th company by market cap Well established businesses Mid sized companies Market Leaders Future Market Leaders Stable and less volatile More volatile compared to large ca
Slide 5: Industry Leadership comes in all sizes
Industry Leadership* comes in all sizes GICS# Sub-Industry Description Market Cap Category Consumer Finance Largest financier of consumer durables Large Cap Construction & Engineering India’s premier infrastructure developer Large Cap Food Retails Leading supermarket chain Large Cap Metals and Minin
Slide 6: Winners keep changing
Winners keep changing FY Nifty 100 TRI Nifty Midcap 150 TRI Number of Financial Years when Nifty 100 TRI: FY06 65.1% 74.8% FY07 -1.1% Outperformed / fell less than Nifty Midcap 150 TRI 8 (42.1%) 13.5% FY08 23.9% 21.5% FY09 -36.6% -48.5% Underperformed Nifty Midcap 150 TRI 11 (57.9%) FY10 84.9% 135.8
Slide 7: Nifty LargeMidcap 250 Index – Methodology
Nifty LargeMidcap 250 Index – Methodology* Nifty 100 - 50% weightage + Nifty Midcap 150 - 50% weightage Nifty LargeMidcap 250 Parameter Nifty LargeMidcap 250 Index Score / Stock selection process Includes all companies forming part of Nifty 100 and Nifty Midcap 150 Index Number of stocks 250 Weights
Slide 8: About the Nifty LargeMidcap 250 Index
About the Nifty LargeMidcap 250 Index Top 10 constituents of Nifty LargeMidcap 250 Index 250 stock index contains all stocks of the Nifty 100 Index and Nifty Midcap 150 Index Company Name Weightage (%) HDFC Bank Ltd. € 5.5% Aggregate weight of largecap and midcap stocks is ICICI Bank Ltd. 3.7% 50% e
Slide 9: Comparative Sector Distribution
Comparative Sector Distribution Sector Nifty LargeMidcap 250 (%) Nifty 100 (%) Nifty Midcap 150 (%) Financial Services 29.2 34.6 23.8 Capital Goods 8.5 2.5 14.4 Information Technology 8.2 9.6 6.8 Healthcare 7.7 4.0 11.3 Oil Gas & Consumable Fuels 6.7 9.8 3.6 Automobile and Auto Components 6.7 7.1 6.
Slide 10: Performance since inception
Performance since inception 30000 Indices rebased to 1000 CAGR* as on Jun 30, 2025 Return Periods Nifty 25000 Nifty LargeMidcap 250 TRI (16.3% CAGR*) Nifty 100 Nifty Midcap LargeMidcap TRI 150 TRI 250 TRI 20000 Nifty 100 TRI (14.9% CAGR*) 1 year 6.0% 5.7% 6.1% 3 year 25.0% 19.2% 30.6% Nifty Midcap 1
Slide 11: FY Performance
FY Performance FY Nifty LargeMidcap 250 TRI Nifty 100 TRI Nifty Midcap 150 TRI Heatmap Key Rank 1 Rank 2 Rank 3 FY06 68.9% 65.1% 74.8% FY07 5.6% 13.5% -1.1% Nifty LargeMidcap FY08 23.2% 23.9% 21.5% 250 TRI FY09 -42.9% -36.6% -48.5% FY10 107.6% 84.9% 135.8% Number of Financial 20 Years* FY11 7.1% 11.
Slide 12: Rolling Returns
Rolling Returns Average Rolling Returns Std. Deviation of Rolling Returns Return-Risk Ratio Return Nifty Nifty Nifty Nifty Nifty Nifty Nifty 100 Nifty 100 Nifty 100 Periods LargeMidcap Midcap 150 LargeMidcap Midcap 150 LargeMidcap Midcap 150 TRI TRI TRI 250 TRI TRI 250 TRI TRI 250 TRI TRI 1 year 19.
Slide 13: Presenting HDFC Nifty LargeMidCap Index Fund
Presenting HDFC Nifty LargeMidCap 250 Index Fund An Open-ended scheme replicating/tracking the Nifty LargeMidcap 250 Total Returns Index (TRI) 13/20
Slide 14: Why invest in HDFC Nifty LargeMidcap 250 Index Fund?
Why invest in HDFC Nifty LargeMidcap 250 Index Fund? Participate in the Diversify across Obtain large and Convenient and Lower Cost India growth story market caps midcap exposure tax-efficient way to through a single maintain large-mid product allocation Provides broad exposure Winners among Benefit
Slide 15: HDFC AMC: Key Strengths in Passives
HDFC AMC: Key Strengths in Passives Trusted for over 20 years in Wide Product Range One of the largest funds Index Solutions 19 ETFs, 26 Index Funds & 3 FoFs across several categories: including: HDFC AMC has been a trusted Market-cap based – Market-cap based Index Funds fund manager in Index Soluti
Slide 16: Fund Facts
Fund Facts HDFC NIFTY LargeMidcap 250 Index Fund Scheme Type An open ended scheme replicating/tracking Nifty LargeMidcap 250 Total Returns Index (TRI) Investment To generate returns that are commensurate (before fees and expenses) with the performance of the Objective Nifty LargeMidcap 250 Total Ret
Slide 17: Asset Allocation Tables
Asset Allocation Tables Under normal circumstances, the asset allocation (% of Net Assets) of the Scheme’s portfolio will be as follows: Minimum Allocation Maximum Allocation Instruments (% of Total Assets) (% of Total Assets) Securities covered by Nifty LargeMidcap 250 Total Returns Index (TRI) 95
Slide 18: Product Labeling and Riskometer
Product Labeling and Riskometer This product is suitable for investors who are seeking*: Riskometer# • Returns that are commensurate (before fees and expenses) with the performance of the Nifty LargeMidcap 250 Total Returns Index (TRI) over long term, subject to tracking error. • Investment in equit
Slide 19: Disclaimer
Disclaimer The views expressed herein are as of Jul 24, 2025 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 co
Slide 20: Thank You
Thank You
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