HDFC Equity (Equity, Multi Cap)

Moderately High
24 yrs 2 monthsStarted on:01 Jan 1995
₹ 20855.6 Cras on: 15 Feb 2019
Long Term Horizon
2.06%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate capital appreciation / income from a portfolio, predominantly invested in equity & equity related instruments.

Exit Load

Exit Load (Non-Systematic/Systematic) : Redemption/Switch-out within 1 Year of allotment - 1%.

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR8.46
3 YR16.76

SIP Returns

TenureReturns (CAGR)
3 YR6.11
5 YR7.84
10 YR12.12

Portfolio

Company Name% Assets
State Bank of India9.86
ICICI Bank Ltd.9.74
Infosys Ltd.9.58
Larsen & Toubro Ltd.8.13
Reliance Industries Ltd.6
HDFC Bank Ltd.4.54
ITC Ltd.3.76
National Thermal Power Corp. Ltd.3.6
Axis Bank Ltd.2.87
Power Grid Corporation of India Ltd.2.75

Top Sectoral Holdings

Sector Name% Assets
Financial37.8
Energy18.82
Technology13.89
Construction9.91
Engineering4.48
FMCG3.76
Healthcare3.31
Metals3.23
Chemicals2.76
Services1.11

Indicators

LabelValue
Portfolio turnover ratio23.95
Standard Deviation17.57%
Beta1.13%
Sharpe Ratio0.56

Prashant Jain,Amar Kalkundrikar

Mr. Jain is a B. Tech. from IIT Kanpur, PGDM from IIM, Bangalore and CFA from AIMR, USA.Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Prior to joining HDFC AMC he has worked with Zurich AMC and SBI Mutual Fund.Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.

Other Funds Managed by Prashant Jain,Amar Kalkundrikar