HDFC launched new fund offer HDFC Focused Equity Fund-Plan A, a closed ended scheme. The NFO Opens for subscription on 15th January 2015 & closes on 13th February 2015. No entry load will be applicable for the scheme.
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[wptabtitle] Scheme Details[/wptabtitle] [wptabcontent]Key Scheme Feature
Scheme Name | HDFC FOCUSED EQUITY FUND-Plan A |
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Fund House | HDFC FOCUSED EQUITY FUND |
Type | Close Ended Equity Scheme |
Category | Growth |
BenchMark | S&P BSE 100 Index |
Term/Duration | 1100 from the date of allotment of units |
Fund Manager | Mr.Srinivas Rao Ravuri |
Scheme Name | HDFC FOCUSED EQUITY FUND-Plan A |
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NFO Open | 15 Jan 2015 |
NFO Close | 13 Feb 2015 |
Scheme Type | Closed ended scheme |
Plan | Regular |
Minimum Application Amount | Rs 5000 and in multiples of Rs 10 thereafter |
Load Structure | Entry/Exit not Applicable. |
Cheque Details : “HDFC FOCUSED EQUITY FUND-Plan A.”
Who can Invest
This product is suitable for investors:
- Seeking long term capital appreciation
- With risk appetite of investing in Equities
- Investors willing to take exposure in equity and equity related securities
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[wptabtitle] Objective[/wptabtitle] [wptabcontent]::Investment Objective::
- The investment objective of the Scheme is to generate long term capital appreciation from a portfolio of Eligible Securities as specified in Rajiv Gandhi Equity Savings Scheme. However, there can be no assurance that the investment objective of the Scheme will be realized.
- Build and maintain a diversified portfolio of eligible securities.
- Companies with a potential ability to grow at a reasonable rate for a long term.
- Portfolio primarily constructed on ‘Buy and Hold’ strategy while following a rational approach to selling.
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[wptabtitle] Investment Process[/wptabtitle] [wptabcontent]
- Researches analyse & develop a pool of investable stocks from among eligible securities.
- Portfolio build from pool adhering to investment philosophy and processes.
- Portfolio based on market conditions and business outlook.
- regular evaluation and re balancing where required to maximize returns.
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[wptabtitle]Why[/wptabtitle] [wptabcontent]
::Why HDFD FOCUSED EQUITY FUND::
- 1100 days diversified Equity Fund.
- Equity allocation to well establised companies forming the part of BSE 100& select ‘Maharatna’ and ‘Navratna’ govenment companies.
- Controlled universe of stocks-mitigate risks arising out of stock selection.
- Universe covers 76%* of all listed companies in India by market cap making it well positioned to benefits from the improving economic environment.
- Tax benefits-build wealth and get tax savings under section 80CCG** of the Income Tax Act 1961,for eligible investors.
::Why HDFC Mutual Fund::
- Experienced fund management and research team with experience of managing assets across market cycles.
- Strong emphasis on managing and controlling portfolio risks, avoids chasing the latest ‘Fads and Trends’.
- Consistent fund performance across categories.
- The largest Mutual Fund in the country with average assets under management of over Rs.1,50,000 crores for the quarter ended December 2014#.
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rajendra@puneinvest.com
Mobile 7719917444
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