Hdfc Asset Management Co. Ltd. · NSE:HDFCAMC
Hdfc Asset Management — Investor Presentation (January 2023)
24 slides from Hdfc Asset Management's investor presentation, Jan 17, 2023
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: How Much Will It Cost You Tomorrow?
How Much Will It Cost You Tomorrow? Fields of Professional 2022 2037 Monthly savings needed for Education professional education in 2037 MBA ` 24.61 Lakh ` 1.03 Crore ` 20,578 Engineering ` 8.39 Lakh ` 35.04 Lakh ` 7,014 Medical ` 70.88 Lakh ` 2.96 Crore ` 59,271 The above figures are rounded off to
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 The road to ` 50 Lakhs! ` 18,01,513 ` 31,98,487 Anirvan starts early and saves ` 10,008/month for 15 years Nicole and Sachin are late starters and will have to contribute a higher amount on a monthly basis to accumulatethe same amo
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 Money gets withdrawn fro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! 300.0 US Rate Hike, Slowdown in US & Commodity Crash HDFC Children's Gift Fund: 250.0 ` 257,049 Lehman Crisis, Satyam Scam Russian-Ukraine Crisis 200.0 NIFTY 50 TRI: ` 188,048 150.0 Clear Majority
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 No limit on investment Parents Legal Guardian Investment can be made as many times till the minor turns 18 Please refer to Disclaimer on s
Slide 16: Performance
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 ~ ` 26.20 lakh) in HDFC Children's Gift Fund would have grown to ~ ` 1.87 crore by December 30, 20
Slide 17: Performance of Other Funds Managed by Co-Fund Manager
Performance Performance of Other Funds Managed by Mr. Anil Bamboli, Co-Fund Manager of HDFC Children’s Gift Fund (who manages total 13 schemes) Managing Scheme Returns (%) as on December 30, 2022 Scheme since Last 1 year (%) Last 3 years (%) Last 3 years (%) Performance of Top 3 schemes managed by A
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 Maximum Risk Profile Allocation Allocation Type of Instruments (% of Total Assets) Equities and Equity The Scheme may invest in the schemes of Mutual Funds in
Slide 20: Product Labelling
Product Labelling Riskometer# rate Moderately HDFC Children’s Gift Fund is suitable for investors who are seeking* o Mode High w t erate Hi Mo Lo gh d Capital appreciation over long term Investment in equity and equity related instruments as well as debt Very High Low and money market instrument
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 Investors
Slide 24: Disclaimer
Disclaimer The presentation dated 17th January 2023 has been prepared by HDFC Asset Management Company Limited (HDFC AMC) based on intern al data, publicly available information and other sources believed to be reliable. Any calculations made are approximations, meant as guidelines only, which you m
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