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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.72 | 63.16 | 1.82 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.39 | 50.93 | 1.24 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
BenchmarkBenchmark |
---|
Nifty India Defence - TRI |
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HDFC Defence Fund(IDCW Reinvest) | 60.86% | — | 63.94% |
ICICI Pru India Opp Fund(IDCW-Payout) | 22.92% | 13.42% | 17.89% |
SBI Innovative Opportunities Fund(IDCW) | — | — | — |
Axis India Manufacturing Fund(IDCW) | — | — | — |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
20.32 %
Holdings
18.92 %
Holdings
8.31 %
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
₹ 7,56,800.48 Cr.
Abhishek Poddar
AUM: ₹4,117.02 Cr.
|
Exp: 17yrs
PGP, CIMA (UK), C.A., B.Com
Data not available
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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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%