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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.67 | 24.78 | 1.20 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.50 | 27.75 | 1.26 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty Financial Services - TRI |
Sectoral Funds - Banks & Financial Services are equity schemes that majorly invest in financial sector companies. It will give exposure to entire financial sector which comprised a wide range of bank and financial services.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HDFC Banking & Financial Services Fund | 24.86% | 14.10% | 16.46% |
ICICI Pru Banking & Fin Serv Fund | 25.69% | 12.65% | 16.30% |
SBI Banking & Financial Services Fund | 36.93% | 15.25% | 16.27% |
Nippon India Banking & Financial Services Fund | 26.14% | 16.78% | 14.88% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
20.78 %
Holdings
17.37 %
Holdings
7.08 %
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
82
Total AUM
₹ 7,72,080.38 Cr.
Anand Laddha
AUM: ₹11,625.60 Cr.
|
Exp: 5yrs
B. Com.,A.C.A.
Mr. Anand Laddha having 5 years of experience in Equity & Derivative Research and Sales. from Feb 2006 till date he is working with HDFC Asset Management Company Limited
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%