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, 2021 onwards HDFC Asset Management Company Limited Last Position Held: Portfolio Manager - Client Funds (upto December 3, 2021) June 18, 2018 to October 16, 2020 Mahindra Manulife Investment Management Private Limited Last Position Held: Senior Manager - Equity Fund June 07, 2012 to June 07, 2018 IDBI Federal Life Insurance Co. Ltd. Last Position Held: Assistant Vice President - Equity Research June 17, 2010 to April 30, 2012 IIFL Securities Ltd. Last Position Held: Assistant Vice President
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
HDFC Multi-Asset Fund - (G) | Hybrid: Multi Asset Allocation | 2405.89 |
HDFC Retirement Savings Fund-Hybrid Equity (G) | Solution Oriented: Retirement | 1313.81 |
HDFC Retirement Savings Fund-Hybrid Debt (G) | Solution Oriented: Retirement | 153.31 |
HDFC Retirement Savings Fund - Equity (G) | Solution Oriented: Retirement | 4574.14 |
HDFC Balanced Advantage Fund (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 77011.15 |
HDFC Dynamic PE Ratio Fund of Funds (G) | Other: FoFs Domestic | 42.18 |
HDFC Hybrid Debt Fund (G) | Hybrid: Conservative Hybrid | 3054.71 |
HDFC Equity Savings Fund (G) | Hybrid: Equity Savings | 3736.9 |
HDFC Asset Allocator Fund of Funds (G) | Other: FoFs Domestic | 2936.4 |
HDFC Dynamic PE Ratio Fund of Funds (IDCW) | Other: FoFs Domestic | 42.18 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| HDFC Bank Ltd. | 5.86% |
| ICICI Bank Ltd. | 3.43% |
| Coal India Ltd. | 3.23% |
| State Bank of India | 3.18% |
| 7.38% GSEC 20/06/2027 | 2.95% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| HDFC Multi-Asset Fund - (G) | 2.34% | 7.91% | 11.66% | 23.1% | 13.98% | 14.69% | 10.19% |
| HDFC Retirement Savings Fund-Hybrid Equity (G) | 2.65% | 9.73% | 12.75% | 30.17% | 16.88% | 16.55% | 16.51% |
| HDFC Retirement Savings Fund-Hybrid Debt (G) | 1.56% | 4.57% | 6.03% | 13.77% | 8.42% | 8.77% | 8.65% |
| HDFC Retirement Savings Fund - Equity (G) | 3.06% | 12.37% | 16.36% | 39.58% | 25.03% | 22.09% | 20.1% |
| HDFC Balanced Advantage Fund (G) | 2.71% | 12.75% | 20.8% | 40.13% | 23.17% | 19.51% | 18.51% |
| HDFC Dynamic PE Ratio Fund of Funds (G) | 1.79% | 7.19% | 11.19% | 26.92% | 16.21% | 15.07% | 11.16% |
| HDFC Hybrid Debt Fund (G) | 1.93% | 5.99% | 8.65% | 17.55% | 11.23% | 10.79% | 10.4% |
| HDFC Equity Savings Fund (G) | 2.16% | 6.96% | 9.97% | 18.76% | 11.52% | 10.92% | 9.59% |
| HDFC Asset Allocator Fund of Funds (G) | 1.95% | 7.73% | 12.01% | 25.21% | N/A | N/A | 15.89% |
| HDFC Dynamic PE Ratio Fund of Funds (IDCW) | 1.79% | 7.19% | 11.19% | 26.92% | 16.21% | 15.07% | 11.21% |
Fund Performance
Sector Weights
Aum Movement
Fund Manager History
