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Detailed Information of HDFC Equity Fund By MySIPonline

The HDFC Equity Fund is one of the best mutual fund scheme in multicap funds by HDFC mutual funds. The HDFC Equity Fund NAV is also very less and worthy as well. Get all latest information about HDFC Equity Fund at MySIPonline.

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Detailed Information of HDFC Equity Fund By MySIPonline

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  1. HDFC Equity Fund Consistent Rewards From a Diversified Portfolio

  2. Basic Details HDFC Equity Fund is a top rated multi-cap scheme which has delivered consistent returns to the investors from a diversified portfolio.

  3. Investment Strategy • HDFC Equity Fund has more than 80% corpus allocation in the large-cap stocks. • A blended style of value and growth investing is followed for investment. • A total of 41 stocks are present in the current portfolio. • Top 5 stocks hold more than 42% of the corpus. • Due to significant AUM, allocation in the small and mid cap stocks are kept low.

  4. Sector Allocation • The portfolio of HDFC Equity Fund is overweight on financial, energy, and construction sector • The proportion of investment in the sectors is generally kept constant. • A total of 9 sectors are included in the current portfolio.

  5. Top Holdings

  6. Performance Analysis • HDFC Equity Fund has performed well in ups and downs of the equity market due to well-diversified portfolio. • It has beaten the benchmark and category average consistently for a long time.

  7. Risk Factor HDFC Equity Fund possess higher risk than most of the schemes in the category but the risk to reward ratio is among the best in the category.

  8. Fund Manager Mr Prashant Jain (B.Tech, MBA, CFA) Executive Director & Chief Investment Officer at HDFC Mutual Fund • Mr Jain has been associated with HDFC Mutual Fund for more than 27 years. • He recently achieved the milestone of managing a single scheme for 25 years at HDFC AMC. He is handling HDFC Equity Fund since June 2003. • He has significant experience in the asset managment industry and was previously associated with Zurich AMC and SBI Mutual Fund.

  9. Who Should Invest? HDFC Equity Fund aims for long-term capital appreciation from a diversified portfolio. It has higher risk factor than most of the schemes in the category but can produce better gains. It is suitable for investors who can tolerate moderate to high risk. The adequate investment tenure should be 5 years or more for better returns. Adding the scheme to the portfolio can diversify it and can control the volatility. It has a gigantic AUM as thousands of investors have trusted this scheme for long-term wealth creation.

  10. Start Taking Small Steps Towards Prosperous Future Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch and Moneycontrol as on 3-5-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.

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