News

Different market caps, sectors, and investment styles play a unique role in shaping an investor’s portfolio, making them one of the most important aspects for achieving long-term investment goals. But more often than not, the short term is witness to various news and events that make it difficult to navigate through the volatility of equity markets. This makes the adoption of a portfolio approach a challenging task.

Against this backdrop, investing in a fund, especially a fund of funds, managed by an experienced fund manager can be a better option. By investing in a Diversified Equity All Cap Active FOF, an investor can aim to achieve the following:

Add Zee Business as a Preferred Source

What is HDFC AMC’s solution?

Our new offering, HDFC Diversified Equity All Cap Active FOF, aims to invest at least 95 per cent of its assets in equity-oriented schemes based on varied market caps. This NFO started on 10th September 2025 and will end on 24th September 2025. With this product, an investor can hope to achieve the following:

As mentioned above, this Fund will adopt a framework driven approach to allocate across different market caps, with an objective to provide better risk-adjusted returns. The framework relies on input variables identified across market valuations, liquidity, sentiments, and macro (VLSM). The framework will aim to adopt a valuation sensitive counter-cyclical approach with monthly (or more frequent if needed) rebalancing. Further, the choice of schemes will be made by the Fund Manager based of the FOF on the determined market capitalization allocations, while ensuring diversity across underlying schemes’ Fund Manager styles. This should help achieve the end objective of providing investors with a smoother wealth creation journey.

Why invest in HDFC Diversified Equity All Cap Active FOF?

*Surcharge as applicable + Health and Education Cess applicable at 4% on aggregate of base tax + surcharge. In view of the individual nature of tax consequences, each investor is advised to consult his / her own professional tax advisor. The information given here is neither a complete disclosure of every material fact of Income Tax Act (1961), nor it constitutes a legal or tax advice.

DISCLAIMER: The views expressed by HDFC Asset Management Company Limited (HDFC AMC) are as of 18th September 2025. The statements contained herein are based on our current views and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. The Fund/ HDFCAMC is not guaranteeing any returns on investments made in the Scheme(s). Past performance may or may not be sustained in future and is not a guarantee of any future returns. The current investment strategies are subject to change depending on market conditions. Readers before acting on any information herein should make his/her/their own investigation and seek appropriate professional advice.

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELEATED DOCUMENTS CAREFULLY.

This article is from the Brand Desk. User discretion is advised.

Get Latest Business News, Stock Market Updates and Videos; Check your tax outgo through Income Tax Calculator and save money through our Personal Finance coverage. Check Business Breaking News Live on Zee Business Twitter and Facebook. Subscribe on YouTube.

LATEST NEWSBy accepting cookies, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.