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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.20 | 35.11 | 0.85 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.39 | 47.89 | 0.36 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty Housing - 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 Housing Opp Fund | 18.71% | 23.15% | 13.32% |
ICICI Pru India Opp Fund | 25.77% | 27.74% | 24.23% |
SBI Innovative Opportunities Fund | — | — | — |
Axis India Manufacturing Fund | 37.40% | — | 37.04% |
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
8.99 %
Holdings
8.88 %
Holdings
7.67 %
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.
Srinivasan Ramamurthy
AUM: ₹1,23,331.16 Cr.
|
Exp: 11yrs
B.E., MBA
Data not available
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%