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HDFC - All Cap Portfolio
HDFC - All Cap Portfolio

HDFC - All Cap Portfolio

  • HDFC Asset Management Company Ltd
  • MULTI CAP AND FLEXI CAP
  • 91
    Out of 230*
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PMS Bazaar
Portfolio age2 years, 11 months
2.72%
3.54%
Hurdle Rate**10%
Fixed fee1.50%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Mitul Patel
  • Manager Rank Out of 164
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr5.63%
Profile

Mitul has an overall experience of 14 years across areas of research, fund management, private equity advisory and investment banking. Apart from managing the strategies of Portfolio Management Services offered by IIFL AMC, he also heads research for listed equities and is responsible for generating investment ideas across sectors and market capitalizations. He has been instrumental in setting up the research desk at IIFL AMC and also directly tracks companies in the chemicals, auto and pharma sectors.Prior to joining IIFL AMC, Mitul spent 7 years with Laburnum capital, a boutique investment management firm. Mitul was one of the earliest members at the firm, and was responsible for scale up of the fund assets, setting up the investment process, operations, research team and the portfolio. He tracked stocks across financial services, banking, consumer, auto ancillaries and building materials. He has also worked with Avendus Capital and JP Morgan Chase India.

Other Schemes
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
178 Out of 250
Fixed Fee
1.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
178 Out of 250
Fixed Fee
1.50%
AUM (₹ Cr)
₹81.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 250
Fixed Fee
1.25%
AUM (₹ Cr)
₹1,683.07 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 250
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
₹758.63 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 250
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 250
Fixed Fee
1.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

HDFC Asset Management Company Ltd
HDFC Asset Management Company Ltd manages assets worth Rs 4732.64 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

4,732.64 (As on Jun, 2025)

Number of Schemes

1
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
178 Out of 250
Fixed Fee
1.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of HDFC - All Cap Portfolio?
The hurdle rate of HDFC - All Cap Portfolio is 10%.
What is the fixed fee charged in HDFC - All Cap Portfolio ?
The fixed fee charged in HDFC - All Cap Portfolio is 1.50%.
What is the variable fee charged in HDFC - All Cap Portfolio ?
The variable fee charged in HDFC - All Cap Portfolio is 0.75%.
What is the profit sharing in HDFC - All Cap Portfolio ?
The profit sharing in HDFC - All Cap Portfolio is 15% Profit Sharing above 10% Hurdle.
What is the minimum investment in HDFC - All Cap Portfolio ?
The minimum investment in HDFC - All Cap Portfolio is ₹50 Lacs
What type of scheme is HDFC - All Cap Portfolio?
HDFC - All Cap Portfolio is an Equity scheme. It falls in the MULTI CAP AND FLEXI CAP category.
What is the inception date of HDFC - All Cap Portfolio?
The inception date of HDFC - All Cap Portfolio is Jul 27, 2022.
What is the exit load of HDFC - All Cap Portfolio?
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.