HDFC Mutual Fund - Fund Manager
Qualification: B.E (Jadavpur University), MBA (IIM Calcutta)Engineer from Jadavpur University and MBA from IIM - Calcutta. Experience:October 26, 2020 - December 3, 2021onwardsHDFC Asset Management Company LimitedLast Position Held: Portfolio Manager - ClientFunds (upto December 3, 2021)June 18, 2018 to October 16, 2020Mahindra Manulife Investment ManagementPrivate LimitedLast Position Held: Senior Manager - Equity FundJune 07, 2012 to June 07, 2018IDBI Federal Life Insurance Co. Ltd.Last Position Held: Assistant Vice President -Equity ResearchJune 17, 2010 to April 30, 2012IIFL Securities Ltd.Last Position Held: Assistant Vice President
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
HDFC Multi-Asset Fund - (G) | Hybrid: Multi Asset Allocation | 3348.14 |
HDFC Retirement Savings Fund-Hybrid Equity (G) | Solution Oriented: Retirement | 1555.9 |
HDFC Retirement Savings Fund-Hybrid Debt (G) | Solution Oriented: Retirement | 161.34 |
HDFC Retirement Savings Fund - Equity (G) | Solution Oriented: Retirement | 5851.58 |
HDFC Balanced Advantage Fund (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 94048.24 |
HDFC Dynamic PE Ratio Fund of Funds (G) | Other: FoFs Domestic | 47.84 |
HDFC Hybrid Debt Fund (G) | Hybrid: Conservative Hybrid | 3316.82 |
HDFC Equity Savings Fund (G) | Hybrid: Equity Savings | 4872.62 |
HDFC Asset Allocator Fund of Funds (G) | Other: FoFs Domestic | 3173 |
HDFC Dynamic PE Ratio Fund of Funds (IDCW) | Other: FoFs Domestic | 47.84 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| HDFC Bank Ltd | 5.69% |
| TREPS - Tri-party Repo | 4.26% |
| ICICI Bank Ltd | 3.65% |
| State Bank of India | 3.27% |
| Coal India Ltd | 2.79% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| HDFC Multi-Asset Fund - (G) | 2.67% | 6.38% | 10.11% | 23.42% | 12.92% | 16.7% | 10.54% |
| HDFC Retirement Savings Fund-Hybrid Equity (G) | 3.79% | 8.24% | 12.27% | 25.68% | 15.7% | 19.12% | 17.11% |
| HDFC Retirement Savings Fund-Hybrid Debt (G) | 1.72% | 4.55% | 7.02% | 13.44% | 8.71% | 9.4% | 9% |
| HDFC Retirement Savings Fund - Equity (G) | 4.54% | 10.07% | 16.26% | 34.59% | 21.84% | 26.13% | 21.06% |
| HDFC Balanced Advantage Fund (G) | 2.03% | 6.88% | 11.41% | 35.02% | 23.9% | 21.87% | 18.65% |
| HDFC Dynamic PE Ratio Fund of Funds (G) | 2.59% | 6.51% | 9.53% | 21.1% | 15.05% | 16.76% | 11.53% |
| HDFC Hybrid Debt Fund (G) | 1.42% | 4.21% | 6.29% | 15.87% | 10.65% | 11.43% | 10.49% |
| HDFC Equity Savings Fund (G) | 1.77% | 4.69% | 6.62% | 17.14% | 10.62% | 11.97% | 9.72% |
| HDFC Asset Allocator Fund of Funds (G) | 1.31% | 8.35% | 10.53% | 23.91% | 15.41% | N/A | 17.13% |
| HDFC Dynamic PE Ratio Fund of Funds (IDCW) | 2.59% | 6.51% | 9.53% | 21.1% | 15.05% | 16.76% | 11.57% |
Fund Performance
Sector Weights
Aum Movement
Fund Manager History
