Hdfc Asset Management Co. Ltd. · NSE:HDFCAMC
Hdfc Asset Management — Investor Presentation (November 2025)
26 slides from Hdfc Asset Management's investor presentation, November 2025
Slide 1: HDFC BSE India Sector Leaders Index Fund
HDFC BSE India SECTOR LEADERS Index Fund Leaders across Sectors in One Fund NFO Period: 7th to 21st November 2025 For disclaimers, refer Slide 25
Slide 2: From ambition to achievement, Leaders shape the path that others follow
From ambition to achievement, Leaders shape the path that others follow! In every field, be it sport, It's no different when it Is there a way to create a technology or business - comes to companies within portfolio with the potential leaders set standards, sectors, which eventually to outperform by
Slide 3: Get the Leaders from each sector on your side!
Get the Leaders from each sector on your side! The HDFC BSE India Sector Leaders Index Fund will invest in the Top 3 companies by market cap from each sector* The Index allows investors to participate in the India growth story with broad exposure across sectors, yet with special focus on the leaders
Slide 4: What are the benefits of investing in Leaders?
What are the benefits of investing in Leaders? Sector Leaders generally are: Well positioned for Known for their Ones that strive for capturing larger share trusted brands & constant innovation of sectoral growth customer loyalty Resilient through Ones with tough times stronger financials The result
Slide 5: A glimpse of Leaders from Top 6 sectors (1)
A glimpse of Leaders from Top 6* sectors (1) Financial Services (13.5% index weight) Name Description HDFC Bank Ltd. Largest private sector bank in India, among the first to receive approval from the RBI to set up a private sector bank in 1994. ICICI Bank Ltd. Leading Private Sector Bank with close t
Slide 6: A glimpse of Leaders from Top 6 sectors (2)
A glimpse of Leaders from Top 6* sectors (2) Fast Moving Consumer Goods (7.0% index weight) Name Description ITC Ltd. One of India’s largest companies with presence across FMCG, Packaging, Paperboards & Specialty Papers, Agri & IT businesses Hindustan Unilever Ltd. India’s largest FMCG company ownin
Slide 7: Case Study 1: A Leader in the Construction sector (1)
Case Study 1: A Leader in the Construction sector (1) Diversification across verticals… What sets L&T apart from its peers? 15,921 40,388 7% (7%) 2% (3%) Order Book Composition (₹ crore) Scale & Diversification: Infrastructure Projects India’s largest EPC player with ₹5.8 lakh cr.+ order Energy Projec
Slide 8: Case Study 1: A Leader in the Construction sector (2)
Case Study 1: A Leader in the Construction sector (2) Statue of Unity Atal Setu World’s Tallest Statue India's Longest Sea Bridge Balance sheet strength Financial muscle to bid on mega projects Excellence in execution Balance sheet strength and superior execution capability allow completion of uniqu
Slide 9: Case Study 2: A Leader in the Auto sector (1)
Case Study 2: A Leader in the Auto sector (1) What sets Mahindra & Mahindra apart from its peers? Diversification: Diversified customer base across rural and urban areas: Tractors - Highest ever market share and remained market leader for the 42nd consecutive year in the tractor segment SUVs and PVs
Slide 10: Case Study 2: A Leader in the Auto sector (2)
Case Study 2: A Leader in the Auto sector (2) Innovation Received a record 674 patents in FY24. Company’s total granted patent portfolio stands at 1185 patents received over multiple geographies Mahindra Group acquired a majority stake in Pininfarina in 2015. Pininfarina is one of the most well-know
Slide 11: How is the BSE India Sector Leaders Index constructed?
How is the BSE India Sector Leaders Index constructed?* Passively managed strategy Parameter BSE India Sector Leaders Index Universe / Parent Index BSE 500 Index Stock selection Top 3 stocks by size (6-month avg full market cap) from each sector are included Number of stocks Variable; currently 61 (
Slide 12: Differentiated yet diversified exposure across 20+ sectors
Differentiated yet diversified exposure across 20+ sectors Sector BSE India Sector Leaders (%) BSE 500 (%) Difference vs. BSE 500 (%) Telecommunication 7.0% 3.3% 3.7% Construction 6.3% 2.8% 3.4% Diversified 2.9% 0.1% 2.8% Media, Entertainment & Publication 2.9% 0.1% 2.8% Textiles 3.0% 0.3% 2.7% Realty
Slide 13: Leadership keeps changing and so does the portfolio!
Leadership* keeps changing and so does the portfolio! 2005 2015 2025 ICICI Bank Ltd. Infosys Ltd Bharti Airtel Ltd. ITC Ltd ITC Ltd Reliance Industries Ltd. Reliance Industries Ltd Tata Consultancy Services Ltd. HDFC Bank Ltd. Infosys Ltd Housing Development Finance Corp Ltd ICICI Bank Ltd. Housing
Slide 14: Well diversified portfolio available at reasonable valuations
Well diversified portfolio available at reasonable valuations Despite having high quality Leaders in the Top 10 constituents spread across a variety of sectors portfolio, Index valuation remains in line with the broader BSE 500 Company Name Weightage (%) Bharti Airtel Ltd. 5.0% BSE India Sector BSE 5
Slide 15: Primarily Large cap oriented with less sector concentration than the BSE 500
Primarily Large cap oriented with less sector concentration than the BSE 500 Large caps account for majority of the portfolio Market cap categorisation* Weightage Large Cap 83.2% Mid Cap 10.0% Small Cap 6.8% Sector Leaders Index has less sector concentration than BSE 500 BSE India Sector Weights (%)
Slide 16: Sector Leaders have outperformed the BSE 500 over long time horizons
Sector Leaders have outperformed the BSE 500 over long time horizons CAGR* as on Sep 30, 2025 16000 Indices rebased to 1000 Return Periods BSE India Sector 14000 BSE 500 TRI Leaders TRI 12000 BSE India Sector Leaders Index TRI (14.2% CAGR*) 1 year -7.5% -5.5% 10000 BSE 500 TRI (13.5% CAGR*) 3 year 1
Slide 17: Sector Leaders have outperformed or fallen less than the BSE 500 in majority of FYs
Sector Leaders have outperformed or fallen less than the BSE 500 in majority of FYs FY BSE India Sector Leaders TRI BSE 500 TRI Heatmap Key Rank 1 Rank 2 FY07 21.6% 24.2% FY08 22.6% 25.4% FY09 -35.7% -42.0% BSE India Sector FY10 93.3% 98.8% Leaders TRI FY11 11.6% 8.9% FY12 -5.7% -7.8% Number of Fina
Slide 18: Historically strong rolling returns and risk-adjusted returns for Sector Leaders
Historically strong rolling returns and risk-adjusted returns for Sector Leaders Average Rolling Returns Std. Deviation of Rolling Returns Return-Risk Ratio Return Periods BSE India Sector BSE India Sector BSE India Sector BSE 500 TRI BSE 500 TRI BSE 500 TRI Leaders TRI Leaders TRI Leaders TRI 1 yea
Slide 19: Presenting HDFC BSE India Sector Leaders Index Fund
Presenting HDFC BSE India Sector Leaders Index Fund An open ended scheme replicating/tracking BSE India Sector Leaders Index (TRI) For disclaimers, refer Slide 25 19/26
Slide 20: Why invest in HDFC BSE India Sector Leaders Index Fund?
Why invest in HDFC BSE India Sector Leaders Index Fund? Provides broad exposure to the Leaders across 20+ sectors Opportunity to compound wealth by investing in Leaders with proven track record & enduring strengths Portfolio of Sector Leaders available at valuations* in line with the BSE 500 Long-te
Slide 21: HDFC AMC: Key Strengths in Passives
HDFC AMC: Key Strengths in Passives Trusted for over 20 years One of the largest funds Wide Product Range in Index Solutions across several categories HDFC AMC has been a trusted 19 ETFs, 26 Index Funds & Market-cap based Index Funds fund manager in Index Solutions 3 FoFs including: Commodity ETFs w
Slide 22: Fund Facts
Fund Facts HDFC BSE India Sector Leaders Index Fund Scheme Type An open ended scheme replicating/tracking BSE India Sector Leaders Index (TRI) Investment To generate returns that are commensurate (before fees and expenses) with the performance of Objective the BSE India Sector Leaders Index (TRI), s
Slide 23: How will the Scheme allocate its assets?
How will the Scheme allocate its assets? Indicative allocations (% of total assets) Instruments Minimum Maximum Securities covered by BSE India Sector Leaders Index (TRI) 95 100 Debt Securities & Money Market Instruments, Units of Debt Schemes of Mutual Funds@ 0 5 @ investments will be made in Cash
Slide 24: 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 BSE India Sector Leaders Index (TRI) over long term, subject to tracking error. • Investment in equity securities
Slide 25: Disclaimer
Disclaimer The views expressed herein are as of October 29, 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
Slide 26: Thank You
Thank You
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