Popular searches
Product scoring may vary based on gender, age, policy tenure and sum assured.
The lowest age in the selected range is considered for price evaluation (e.g., 25 - 29)
HDFC Pension Management Company Limited Scheme E - Tier I
01Allocations
Asset Allocation
Equity top 5 sector
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inception |
|---|---|---|---|---|---|
| This Fund | 10.71% | 16.08% | 15.69% | 15.26% | 9.23% |
| Benchmark | 9.57% | 16.16% | 16.21% | 15.39% | 9.44% |
| Top 5 Stocks | % of the fund |
|---|---|
| HDFC Bank Ltd. | 8.38% |
| ICICI Bank Ltd | 6.15% |
| Reliance Industries Ltd. | 5.67% |
| Bharati Airtel Ltd. | 5.00% |
| State Bank of India | 4.19% |
Strengths
Sharpe Ratio
The Sharpe ratio shows how well the fund is performing relative to its risk.
Sortino Ratio
A higher Sortino ratio means the fund is effectively managing downside risk, minimizing losses during market downturns.
Jensen's Alpha
A higher Jensen’s Alpha means the fund is outperforming its benchmark, indicating effective active management and delivering excess returns.
Treynor Ratio
A high Treynor ratio reflects strong returns per unit of systematic (market-related) risk, aiding investors in comparing and identifying well-managed portfolios.
Age of the Fund
A higher age of the fund reflects a well-established track record.
Who Should Invest?
This scheme is ideal for aggressive investors who are comfortable with market volatility and aim for long-term capital growth as part of their retirement planning.
Who Should Avoid?
Conservative investors who prioritize stability and dislike market fluctuations should avoid this scheme. It is also unsuitable for short-term investors, as equity investments may not deliver consistent performance over the short term.
Investment Strategy
HDFC Pension Fund Scheme E focuses on balancing risk and reward to generate long-term returns for subscribers with minimal risk. The scheme is actively managed using a model portfolio strategy, aiming to outperform the benchmark index through diversification and fundamental analysis.
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
Equity top 5 sector
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inc. |
|---|---|---|---|---|---|
| This Fund | 10.71% | 16.08% | 15.69% | 15.26% | 9.23% |
| Top 5 Stocks | % of the fund |
|---|---|
| HDFC Bank Ltd. | 8.38% |
| ICICI Bank Ltd | 6.15% |
| Reliance Industries Ltd. | 5.67% |
| Bharati Airtel Ltd. | 5.00% |
| State Bank of India | 4.19% |
Strengths
Sharpe Ratio
The Sharpe ratio shows how well the fund is performing relative to its risk.
Sortino Ratio
A higher Sortino ratio means the fund is effectively managing downside risk, minimizing losses during market downturns.
Jensen's Alpha
A higher Jensen’s Alpha means the fund is outperforming its benchmark, indicating effective active management and delivering excess returns.
Treynor Ratio
A high Treynor ratio reflects strong returns per unit of systematic (market-related) risk, aiding investors in comparing and identifying well-managed portfolios.
Age of the Fund
A higher age of the fund reflects a well-established track record.
Who Should Invest?
This scheme is ideal for aggressive investors who are comfortable with market volatility and aim for long-term capital growth as part of their retirement planning.
Who Should Avoid?
Conservative investors who prioritize stability and dislike market fluctuations should avoid this scheme. It is also unsuitable for short-term investors, as equity investments may not deliver consistent performance over the short term.
Investment Strategy
HDFC Pension Fund Scheme E focuses on balancing risk and reward to generate long-term returns for subscribers with minimal risk. The scheme is actively managed using a model portfolio strategy, aiming to outperform the benchmark index through diversification and fundamental analysis.
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.