This entry is part 6 of 6 in the series Mutual Fund Tips

hdfc-mfHDFC  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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Scheme Details

Key Scheme Feature 
Scheme NameHDFC FOCUSED EQUITY FUND-Plan A
Fund HouseHDFC FOCUSED EQUITY FUND
TypeClose Ended Equity Scheme
CategoryGrowth
BenchMarkS&P BSE 100 Index
Term/Duration1100 from the date of allotment of units
Fund ManagerMr.Srinivas Rao Ravuri
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Scheme NameHDFC FOCUSED EQUITY FUND-Plan A
NFO Open15 Jan 2015
NFO Close13 Feb 2015
Scheme TypeClosed ended scheme
PlanRegular
Minimum Application AmountRs 5000 and in multiples of Rs 10 thereafter
Load StructureEntry/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

Objective

::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.

 

Investment Process

  • 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.

Why

::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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Contact Us for Investment

rajendra@puneinvest.com

Mobile 7719917444

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RajendraMutual FundHDFC  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.   Contact Us for Investment rajendra@puneinvest.com Mobile 7719917444Investment you need