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HDFC Pension Management Company Limited Scheme C - Tier I
01Allocations
Asset Allocation
Corporate Bond Rating Holdings
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inception |
|---|---|---|---|---|---|
| This Fund | 8.47% | 8.57% | 7.00% | 8.70% | 5.92% |
Strengths
YTM
Potential for higher returns as the fund maintains a high Yield to Maturity (YTM).
Standard Deviation
A low standard deviation means the fund is stable with less risk—great for cautious investors.
Historical Returns
High returns indicate that the fund performs well and grows your money reliably.
Weaknesses
Modified Duration (MD)
High modified duration indicates that it is more sensitive to changes in interest rates, suggesting higher risk for the fund.
Quality & Diversification
The fund holds slightly high AA-equivalent bonds compared to other schemes.
Who Should Invest?
Investors with a low-risk tolerance who prioritize stability over high returns might consider this fund. It's suitable for those who are comfortable with a low risk and are seeking a relatively stable investment option.
Who Should Avoid?
Investors seeking high returns or aggressive growth should avoid this fund.
Investment Strategy
HDFC Pension Fund Scheme C aims to maximise yield by identifying high-return instruments through rigorous internal due diligence and reliance on independent credit ratings, with a strong emphasis on long-term, high-quality investments while managing credit risk effectively.
About HDFC Pension Fund
HDFC Pension Fund Management Ltd, formerly known as HDFC Pension Management Company Ltd, is a wholly-owned subsidiary of HDFC Life Insurance Company Ltd. Established on June 20, 2011, it is registered as a Pension Fund Manager (PFM) with the Pension Fund Regulatory & Development Authority (PFRDA), holding registration number PFRDA/PF/2021/004. In addition to managing pension funds, HDFC Pension is also licensed as a Point of Presence (POP), enabling it to distribute, market, and service the National Pension System (NPS) through both online and offline channels.
- FOUNDED IN2013
- CEOMr. Sriram Iyer
- Fund House AUM155746 Cr
Disclaimer
1 Finance Private Limited operates independently. The information presented herein is intended solely for educational and informational purposes and should not be construed as financial advice. Before making any financial decisions, it's essential to undertake your own thorough research and analysis. If you're uncertain about any financial matters, we strongly recommend seeking guidance from a qualified financial advisor.
01Allocations
Asset Allocation
Corporate Bond Rating Holdings
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inc. |
|---|---|---|---|---|---|
| This Fund | 8.47% | 8.57% | 7.00% | 8.70% | 5.92% |
Strengths
Sharpe Ratio
Potential for higher returns as the fund maintains a high Yield to Maturity (YTM).
Jensen's Alpha
A low standard deviation means the fund is stable with less risk—great for cautious investors.
Expense Ratio
High returns indicate that the fund performs well and grows your money reliably.
Weaknesses
Sortino Ratio
High modified duration indicates that it is more sensitive to changes in interest rates, suggesting higher risk for the fund.
Age of the Fund
The fund holds slightly high AA-equivalent bonds compared to other schemes.
Who Should Invest?
Investors with a low-risk tolerance who prioritize stability over high returns might consider this fund. It's suitable for those who are comfortable with a low risk and are seeking a relatively stable investment option.
Who Should Avoid?
Investors seeking high returns or aggressive growth should avoid this fund.
Investment Strategy
HDFC Pension Fund Scheme C aims to maximise yield by identifying high-return instruments through rigorous internal due diligence and reliance on independent credit ratings, with a strong emphasis on long-term, high-quality investments while managing credit risk effectively.
About HDFC Pension Fund
HDFC Pension Fund Management Ltd, formerly known as HDFC Pension Management Company Ltd, is a wholly-owned subsidiary of HDFC Life Insurance Company Ltd. Established on June 20, 2011, it is registered as a Pension Fund Manager (PFM) with the Pension Fund Regulatory & Development Authority (PFRDA), holding registration number PFRDA/PF/2021/004. In addition to managing pension funds, HDFC Pension is also licensed as a Point of Presence (POP), enabling it to distribute, market, and service the National Pension System (NPS) through both online and offline channels.
- FOUNDED IN2013
- CEOMr. Sriram Iyer
- Fund House AUM155746 Cr
Disclaimer
1 Finance Private Limited operates independently. The information presented herein is intended solely for educational and informational purposes and should not be construed as financial advice. Before making any financial decisions, it's essential to undertake your own thorough research and analysis. If you're uncertain about any financial matters, we strongly recommend seeking guidance from a qualified financial advisor.