HDFC PMS or Portfolio Management – Performance, Cost, Support & more
HDFC PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.
Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.
The HDFC Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
HDFC PMS - Snapshot
Total AUM
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Active Clients
HDFC Portfolio Management Review & Ratings by Franchisebyte
Portfolio Performance
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Support
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Overview of HDFC Portfolio Management Services
Organization Type
Head Office
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Investment Strategies
HDFC PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
HDFC PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
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HDFC PMS Investment Strategies
| Strategy Name | All Cap Portfolio | India Ascent Portfolio |
| Start Date | 27-Jul-22 | 16-Jun-23 |
| Category | MULTI CAP & FLEXI CAP | Small & Mid Cap |
| Benchmark | S&P BSE 500 TRI | S&P BSE 500 TRI |
| AUM (Rs.) | Rs.48.89 Cr. | Rs.4.46 Cr. |
| No. of Stocks | Not Disclosed | Not Disclosed |
| 1 Yr. Return | -4.01% | -2.11% |
| 3 Yr. Return | 12.32% | NA |
| 5 Yr. Return | NA | NA |
| Fund Manager | Mr. Ashish Jagnani | Mr. Ashish Jagnani |
Top Portfolio Managers of HDFC Portfolio Management Services
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HDFC Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
HDFC Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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HDFC PMS - SEBI Details
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HDFC Portfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
HDFC Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
HDFC PMS Backoffice or Dashboard Link
Web Platform
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