Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.12 | 82.62 | 2.80 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.40 | 50.15 | 1.50 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty India Consumption - 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 Non-Cyclical Consumer Fund | 43.77% | — | 41.52% |
ICICI Pru India Opp Fund | 42.97% | 26.79% | 26.06% |
SBI Innovative Opportunities Fund | — | — | — |
Axis India Manufacturing Fund | — | — | — |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Others
Holdings
8.55 %
Holdings
8.08 %
Holdings
8.02 %
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
81
Total AUM
₹ 7,53,424.82 Cr.
Amit Sinha
AUM: ₹919.13 Cr.
|
Exp: 14yrs
PGDBM, B.Tech (Mechanical)
Over 14 years of experience in equity research.
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
HDFC Non Cyclical Consumer Fund
11 months ago•HDFC Mutual Fund
HDFC Non- Cyclical Consumer Fund
1 year ago•HDFC Mutual Fund
Understand why India’s consumption at an inflection point - HDFC Non-Cyclical Consumer Fund - #NFO
1 year ago•HDFC Mutual Fund
Why you should invest in HDFC Non-Cyclical Consumer Fund
1 year ago•HDFC Mutual Fund
#NFOAlert - HDFC Non-Cyclical Consumer Fund
1 year ago•HDFC Mutual Fund
Know more about our latest NFO – HDFC Non-Cyclical Consumer Fund
1 year ago•HDFC Mutual Fund
#FundTalk - HDFC Non-Cyclical Consumer Fund NFO discussion with Mr. Amit Sinha
1 year ago•HDFC Mutual Fund
Returns
Insufficient Data