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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.98 | 41.18 | 1.35 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.48 | 34.47 | 1.21 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Value funds are the equity funds. They invest in the stocks of companies which are undervalued but have a potential to grow.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HDFC Capital Builder Value Fund | 24.12% | 19.08% | 17.28% |
ICICI Pru Value Discovery Fund | 24.00% | 24.15% | 19.28% |
HSBC Value Fund | 29.30% | 24.95% | 20.92% |
UTI Value Fund | 28.51% | 20.22% | 15.27% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
7.22 %
Holdings
6.93 %
Holdings
4.72 %
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
83
Total AUM
₹ 7,67,645.62 Cr.
Anand Laddha
AUM: ₹11,071.32 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%