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HDFC Pension Management Company Limited Scheme G - Tier I
07Allocations
Asset Allocation
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inception |
|---|---|---|---|---|---|
| This Fund | -0.92% | 6.15% | 5.45% | 7.20% | 5.58% |
Strengths
YTM
Potential for higher returns as the fund maintains a high Yield to Maturity (YTM).
Weaknesses
Modified Duration (MD)
High modified duration indicates that it is more sensitive to changes in interest rates, suggesting higher risk for the fund.
Standard Deviation
A high standard deviation means the fund is volatile with higher risk.
Historical Returns
Historically the fund has generated low returns.
Diversification
Over-reliance on long-duration securities may increase interest-rate sensitivity.
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 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 AUM156007 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.
07Allocations
Asset Allocation
| CAGR of | 1 year | 3 year | 5 year | 7 year | Since Inc. |
|---|---|---|---|---|---|
| This Fund | -0.92% | 6.15% | 5.45% | 7.20% | 5.58% |
Strengths
YTM
Potential for higher returns as the fund maintains a high Yield to Maturity (YTM).
Weaknesses
Modified Duration (MD)
High modified duration indicates that it is more sensitive to changes in interest rates, suggesting higher risk for the fund.
Standard Deviation
A high standard deviation means the fund is volatile with higher risk.
Historical Returns
Historically the fund has generated low returns.
Diversification
Over-reliance on long-duration securities may increase interest-rate sensitivity.
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 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 AUM156007 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.