HDFC FTSE India Equity ETF · NSE:HFTSEINDIA
HDFC FTSE India Equity ETF — HDFC Children's Gift Fund — Investor Presentation (June 2021)
21 slides from HDFC FTSE India Equity ETF's investor presentation, Jun 28, 2021
Slide 1: Their future depends on your decision today
Their future depends on your decision today 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) Empower and strengthen your child’s future, today. Don’t let nances get in the w
Slide 2: Education is not preparation for life, education is life itself
“Education is not preparation for life, education is life itself.” - John Dewey 2
Slide 3: How Much Will It Cost You Tomorrow?
How Much Will It Cost You Tomorrow? 2021 2036 Monthly savings needed for professional education in 2036 MBA 23 Lakh 96.07 Lakh Rs. 19,231 Engineering 9.12 Lakh 38.09 Lakh Rs. 7,626 Medical 70.88 Lakh 2.96 Crore Rs. 59,271 The above gures are rounded off to the nearest hundred. Source: Indian Institut
Slide 4: How Much is Enough?
How Much is Enough? ¦ With rising education costs across all professional degrees, Cost of 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 Rs. 23 lakh* ¦ Similar courses abroad can cost signi cantly more ¦ Premium institutes have the pricing power and in ation will take these numbers higher year after year ¦ The cost of education should not come as a surprise to you
Slide 6: The Cost of Procrastination - Don't delay the inevitable
The Cost of Procrastination - Don’t delay the inevitable The road to Rs. 50 Lakhs! ¦ Anirvan starts early and saves Rs. 10,008/month for 15 years Anirvan ¦ Nicole and Sachin are late starters and will have to ` 18,01,513 ` 31,98,487 contribute a higher amount on a monthly basis to accumulate the sam
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 speci c 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 speci c purpose. ¦ Money gets withdrawn from
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 nancial discipline ¦ Si
Slide 9: Equities - A Powerful tool against Inflation
Equities - A Powerful tool against In ation ¦ Equities have delivered higher returns than other Asset Classes! ¦ Aren’t equities risky? Having a short term view or investing directly in equities without adequate knowledge can be risky. Volatility reduces with time in Equity (S&P BSE SENSEX) 15.6 equ
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 nancial goal planning ¡ Meet nancial goals by investing in products catering to a wide array of investment goals ¡ Options to invest regular
Slide 11: SIP or Lump Sum?
SIP or Lump Sum? SIP Lump Sum ¦ Investments at a prede ned monthly or quarterly frequency ¦ Lump sum when you receive large ows like a bonus ¦ For a salaried individual, the income is monthly and so ¦ Ad hoc investments on special occasions like festivals should be the savings or your child’s birthd
Slide 12: HDFC Children's Gift Fund: Strategy to Smart Investing
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: Value of Rs. 10,000 invested in 2001
HDFC Children’s Gift Fund - Weathered it all HDFC Children’s Gift Fund - Through the Tough Times HDFC Children’s Gift Fund NIFTY 50 TRI^ (Additional Benchmark) NIFTY 50 Hybrid Composite Debt 65:35 Index* 2,50,000 HDFC Children's Gift Fund Rs. 2,16,558 2,00,000 Value of Rs. 10,000 invested in 2001 NI
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 ¦ Personal accident insurance for parent/guardian of up to Rs 10 lakhs* ¦ Investments
Slide 15: Key Features
Key Features ¦ Investment will be made in the name of a minor ¦ Parent/Guardian will operate the folio till the child attains majority ¦ No limit on investment Who can invest? ¦ Investment can be made as many times till the minor turns 18 Ÿ Parents ¦ In-built Personal Accident cover up to Rs. 10 lak
Slide 16: Free Personal Accident Insurance Cover of up to Rs. 10 Lakh
Free Personal Accident Insurance Cover of up to Rs. 10 Lakh* ¦ Covers the Parent / Legal Guardian (up to the age of 80 years) of the Unit holder ¦ Cover equivalent to 10 times the cost value of the outstanding units subject to a maximum of Rs.10 lakh per parent / legal guardian across all folios ¦ V
Slide 17: Performance
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 ~` 24.30 lakh) in HDFC Children's Gift Fund would have grown to ~` 1.55 crore on May 31, 2021 (refer below tabl
Slide 18: 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) Asset Allocation
Fund Facts (continued) Asset Allocation Under normal circumstances, the asset allocation of the scheme’s portfolio will be as follows: Minimum Maximum Risk Profile Allocation Allocation Type of Instruments (% of Total Assets) Equities and Equity related 65 80 High Instruments Debt Securities (includi
Slide 20: Product Labelling
Product Labelling Riskometer # HDFC Children’s Gift Fund is suitable for investors who are seeking* Ÿ Capital appreciation over long term Ÿ Investment in equity and equity related instruments as well as debt and money market instruments * Investors should consult their financial advisers, if in doubt
Slide 21: Disclaimer
Disclaimer The presentation dated 28th June 2021 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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