Hdfc Asset Management Co. Ltd. · NSE:HDFCAMC
Hdfc Asset Management — Investor Presentation (February 2025)
22 slides from Hdfc Asset Management's investor presentation, Feb 27, 2025
Slide 1: Equal Opportunity in India's Top 20 Blue Chips
rusted EQUAL OPPORTUNITY IN INDIA’S TOP 20 BLUE CHIPS gies HDFC NIFTY TOP 20 EQUAL WEIGHT INDEX FUND Bharti Airtel Baj nolo aj nk Fina Ax h Ba Tec is r FC ve nce Ba As e HCL ia il HD nk n Pa Un n int sta s ndu Tita n Co Hi nk Ba NFO ICI mp any IC Period Tata Consultancy Services TOP 20 Infosys IN ON
Slide 2: Leaders among the Leaders!
Leaders among the Leaders! Large Caps are often the Leaders of their industry and offer potential for steady long-term growth These companies could have a long track record, wide domestic/global reach and market leadership in their respective industries Is there a way to invest in the Leaders among
Slide 3: Why invest in Nifty Top 20 Equal Weight Index
Why invest in Nifty Top 20 Equal Weight Index Equal weighted portfolio to Leaders among the Blue Chips (Top 20*) (Refer Slide 4) Diversified sector exposure (Refer Slide 6) The 20 stock index provides diversified exposure to 10 sectors Differentiated sector exposure vs. Nifty 50 Index Reduced stock
Slide 4: Nifty Top 20 Equal Weight Index: An index of Market Leaders
Nifty Top 20 Equal Weight Index : An index of Market Leaders Company Name Sector Desction Asian Paints Ltd. Consumer Durables #1 Paint company in India and #2 in Asia Axis Bank Ltd. Financial Services Third largest private sector bank in India Bajaj Finance Ltd. Financial Services One of the most di
Slide 5: How is the Index constructed?
How is the Index constructed?* Passively managed strategy Parameter Nifty Top 20 Equal Weight Index Universe / Parent Index Nifty 50 Index Top 20 stocks are selected based on 6-month average free-float market Stock selection capitalization from the Nifty 50 Index Number of stocks 20 Weights Equal Wei
Slide 6: Concentrated Yet Diversified
Concentrated Yet Diversified Even with only 20 stocks, the Index has exposure to 10 sectors Difference in sector weights Sector Nifty Top 20 Equal Weight (%) Nifty 50 (%) vs. Nifty 50 Index (%) Consumer Durables 10.3 2.4 7.9 Automobile and Auto Components 15.4 7.6 7.8 Fast Moving Consumer Goods 9.9
Slide 7: Diversification without Market Cap bias within Top 20
Diversification without Market Cap bias within Top 20 ~60% overlap with NIFTY 50 Top 3 stocks account for 16.8% weight compared to 28.8% weight for the NIFTY 50 Index Top 5 stocks account for 27.3% weight compared to 39.3% for NIFTY 50 Index Better diversification without Market Cap bias within Top
Slide 8: How does the performance stack up vs Nifty 50?
How does the performance stack up vs Nifty 50? CAGR* as on Jan 31, 2025 Return Periods 14000 Indices rebased to 1000 13000 Nifty Top 20 Nifty 50 TRI 12000 Nifty Top 20 EW TRI Nifty 50 TRI Equal Weight TRI 11000 10000 1 year 13.2% 9.6% 9000 3 year 15.1% 12.0% 8000 7000 5 year 17.6% 15.8% 6000 7 year
Slide 9: FY Performance: NIFTY Top 20 EW vs NIFTY 50
FY Performance: NIFTY Top 20 EW vs NIFTY 50 FY Nifty Top 20 Equal Weight TRI Nifty 50 TRI Heatmap Key Rank 1 Rank 2 FY07 FY07 15.5% 14.3% FY08 FY08 27.0% 25.1% FY09 Nifty Top 20 FY10 FY09 -34.1% -35.4% Equal Weight TRI FY11 FY10 85.6% 75.3% FY12 FY11 15.7% 12.4% Number of 18 FY13 FY12 -7.6% -8.2% Fi
Slide 10: Higher Average Rolling Returns
Higher Average Rolling Returns Average Rolling Returns Std. Deviation of Rolling Returns Return-Risk Ratio Return Nifty Top 20 Equal Nifty Top 20 Equal Nifty Top 20 Nifty 50 TRI Nifty 50 TRI Nifty 50 TRI Periods Weight TRI Weight TRI Equal Weight TRI 1 year 16.3% 15.0% 23.7% 22.6% 0.69 0.67 3 year 1
Slide 11: Largecaps – Have fallen less during mid and smallcap sell-offs
Largecaps – Have fallen less during mid and smallcap sell-offs Nifty Top 20 Equal Weight TRI has historically fallen less as compared to or fallen less during mid and smallcaps market stress periods Nifty Top 20 EW TRI Nifty Midcap 150 TRI Nifty Smallcap 250 TRI 0.0% -10.0% -20.0% -18.2% Returns -30
Slide 12: Largecaps – Valuations above Long-Term Average
Largecaps – Valuations above Long-Term Average Improved Fundamentals have fueled Optimism, but Growth is slowing / Plateauing Nifty 50 Forward P/E 25 Nifty forward P/E Avg Mean+1SD Mean-1SD 20 15 10 5 Jan-12 Jan-13 Jan-14 Jan-15 Jan-16 Jan-17 Jan-18 Jan-19 Jan-20 Jan-21 Jan-22 Jan-23 Jan-24 Source:
Slide 13: Room for largecap share of total market cap to increase
Room for largecap share of total market cap to increase Largecap share of total market cap is close to decadal lows Nifty 100 market cap as % of Nifty 500 market cap 80% 75% 70% 65% 60% Jan-15 Jan-16 Jan-17 Jan-18 Jan-19 Jan-20 Jan-21 Jan-22 Jan-23 Jan-24 Jan-25 Source: Kotak Institutional Equities.
Slide 14: Key Stats: Nifty Top 20 Equal Weight Index
Key Stats : Nifty Top 20 Equal Weight Index The Nifty Top 20 Equal Weight Index consists of the top 20 Top 10 constituents of Nifty Top 20 stocks selected based on 6-month average free-float market Equal Weight Index capitalization from the Nifty 50 Index Weights (%) Nifty Top 20 Equal Weight Index
Slide 15: Presenting HDFC Nifty Top 20 Equal Weight Index Fund
Presenting HDFC Nifty Top 20 Equal Weight Index Fund An Open-ended scheme replicating/tracking the Nifty Top 20 Equal Weight Index (TRI) Refer disclaimer on page 21 02/20 15/22 06
Slide 16: Why invest in HDFC Nifty Top 20 Equal Weight Index Fund?
Why invest in HDFC Nifty Top 20 Equal Weight Index Fund? Gain from the growth potential of Leaders among Leaders! Index selects Top 20 stocks by size from the bluechip Nifty 50 Index Largecaps currently have less valuation premium than the broader market* Differentiated sector exposure and less stoc
Slide 17: HDFC AMC: Key Strengths in Passives
HDFC AMC: Key Strengths in Passives Trusted for 20 in Wide Product Range One of the largest funds Index Solutions across several categories: 19 ETFs, 23 Index Funds & 3 FoFs including: HDFC AMC has been a Market-cap based Index trusted fund manager in Market-cap based – Funds Index Solutions for 20+
Slide 18: Fund Facts
Fund Facts HDFC Nifty Top 20 Equal Weight Index Fund Type of Scheme An open ended scheme replicating/tracking Nifty Top 20 Equal Weight Index (TRI) Investment To generate returns that are commensurate (before fees and expenses) with the performance of the Nifty Objective Top 20 Equal Weight (TRI), s
Slide 19: Asset Allocation Table
Asset Allocation Table Indicative allocations (% of total assets) Instruments Minimum Maximum Securities covered by Nifty Top 20 Equal Weight Index (TRI) 95 100 Debt Securities & Money Market Instruments, units of Debt Schemes 0 5 of Mutual Funds@ @ investments will be made Cash or cash equivalents
Slide 20: 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 Top 20 Equal Weight Index (TRI) over long term, subject to tracking error. • Investment in equity securiti
Slide 21: Disclaimer
Disclaimer The views expressed herein are as of Feb 27, 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 22: Thank You!
aHDFC BHAROSA APNO KA Thank You! 22/22
HDFC Asset Management Company — Investor Presentation (February 2025) on 6ix