HDFC Top 100 Fund Consistent Gains Through Best Stocks in India
What is HDFC Top 100 Fund? • It is an open-ended mutual fund that invests in the large-cap stocks. • The fund aims to provide long term capital appreciation with more than 90% allocation in the large-cap stocks. • The fund manager selects stocks from the top 100 stocks listed on the share market according to market capitalisation. • It is one of the most chosen schemes in the category of large-cap funds. • The fund provides stable and consistent gains in the long term. • It charges lesser expense ratio than majority of the peers. • HDFC Top 100 Fund was Previously known as HDFC Top 200 Fund.
Why to Invest in Large-cap Funds?
Consistent Returns
Low Risk
large cap funds are known to provide consistent gains as they invest in well established companies which are financially stable and experienced.
Large-cap mutual funds are considered least risky among all the equity mutual funds. The selected stocks which do not offer high volatility.
Professional Management Investing directly in largecap stocks can be risky but mutual funds are managed by professionals who are trained and experienced to pick best stocks.
Diversified Portfolio The portfolio of large-cap mutual funds have a wide variety of stocks from different sectors and industries. This provides diversification and reduces the risks.
Basic Details Category:
Equity: Large Cap
Assets:
Rs 17,475 crore (As on May 31, 2019)
Expense:
1.85% (As on Apr 30, 2019)
Fund House:
HDFC Mutual Fund
Launch Date:
11-Oct-96
Benchmark:
NIFTY 100 TRI
Exit Load (%)
1% for redemption within 365 days
Return since Launch:
20.07%
Investment Strategy Market Allocation
• HDFC Top 100 Fund invests majorly in the leaders of every sector in the stock market.
8.23
• The portfolio is neither too concentrated nor too diversified with 50 stocks.
20.51
• The fund manager follows growth oriented
investment strategy. • Small-cap stocks are never selected while less
71.26
than 10% investment is done in mid-cap stocks. Giant (%)
Large (%)
Mid (%)
Top 10 Holdings Stock
Sector
Allocation
ICICI Bank
Financial
8.04
State Bank of India
Financial
7.96
Reliance Industries
Energy
7.78
Infosys
Technology
6.86
HDFC Bank
Financial
6.74
Larsen & Toubro
Construction
6.47
ITC
FMCG
4.27
NTPC
Energy
4.21
Tata Consultancy Services
Technology
4.07
Axis Bank
Financial
3.86
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.
Past Performance YTD
1-Month
3-Month
1-Year
3-Year
5-Year
10-Year
Fund
10.89
6.64
7.74
15.15
15.64
10.37
13.4
S&P BSE 100 TRI
8.72
6.22
6.3
10.28
14.83
10.74
11.57
Category
8.15
5.82
5.62
8.82
13.5
10.32
11.03
• HDFC Top 100 Fund has provided stable and consistent gains in the long term under every market conditions. • The long term gains, medium term gains as well as YTD returns are much higher than peers and benchmark. • It has provided the best returns in India under large-cap category many times.
Who Should Invest? • HDFC Top 100 Fund is ideal for the investors who seek pure equity mutual fund with lower risk and lucrative track record. • The fund can provide better capital appreciation if the investment tenure is 3 years or more. • Those investors who invest directly in equities of best large-cap companies should consider investing in HDFC Top 100 Fund. • It can be chosen for various financial goals like savings, wealth creation, retirement planning, child planning etc.
Start Earning Consistent Gains Today!
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 12-6-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.