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HDFC Mutual Fund - Fund Manager

Roshi Jain

Roshi Jain

Qualification: Post Graduate Diploma in Management.CFA., ACA.,CFA, PGDM, ACA. Experience:She is responsible for investment in foreign securities research (Since May 2005), identifying investment opportunities in capital goods, retail, textiles & transportation sector.Prior Goldman sachs, london (2004 - 2005) Responsible for equity Researched European building material stocks.- Goldman sachs, Singapore / HK (2002 - 2004). Responsible for equity research, researched Asian retail stocks.Wipro ltd. (1999 - 2000). Responsible for internal audit, Internal audit of processes & transactions.- S. R. Batliboi & Co. (1999). Responsible for statutory audit of corporate.

Fund Name
Classification
Fund AUM (Cr.)
HDFC Flexi Cap Fund - (G)
Equity: Flexi Cap
61571.57
HDFC Focused 30 Fund (G)
Equity: Focused
13794.8
HDFC ELSS Tax Saver Fund (G)
Equity: ELSS
16145.24
HDFC ELSS Tax Saver Fund (IDCW)
Equity: ELSS
16145.24
HDFC Flexi Cap Fund - (IDCW)
Equity: Flexi Cap
61571.57
HDFC Focused 30 Fund (IDCW)
Equity: Focused
13794.8
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
ICICI Bank Ltd9.50%
HDFC Bank Ltd9.30%
TREPS - Tri-party Repo8.53%
Axis Bank Ltd8.28%
HCL Technologies Ltd4.85%
Fund Name1M3M6M1Y3Y5YSince Inception
HDFC Flexi Cap Fund - (G)
4.56%
9.64%
16.32%
40.99%
26.21%
24.69%
19.29%
HDFC Focused 30 Fund (G)
4.62%
8.93%
16.73%
40.84%
27.33%
24.67%
16.65%
HDFC ELSS Tax Saver Fund (G)
4.56%
9.22%
16.02%
43.43%
23.95%
23.21%
23.9%
HDFC ELSS Tax Saver Fund (IDCW)
4.56%
9.23%
16.05%
43.47%
23.96%
22.85%
23.77%
HDFC Flexi Cap Fund - (IDCW)
4.56%
9.64%
16.34%
41.01%
26.23%
24.29%
19.11%
HDFC Focused 30 Fund (IDCW)
4.62%
8.92%
16.72%
40.8%
27.35%
24.46%
16.53%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History