HDFC PMS strategies
HDFC runs 10 portfolio management strategies listed with APMI, managing ₹1,288 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Diversified Portfolio - Equity | Equity | Rijul Maheshwari | ₹592 Cr | +16.58% | +4.49 pts | — | ₹50 Lakhs | Aug 2026 |
| Debt Mandate | Debt | — | ₹466 Cr | +6.01% | — | — | ₹50 Lakhs | — |
| Bespoke Accounts | Equity | Rijul Maheshwari | ₹104 Cr | +6.77% | -2.23 pts | — | ₹50 Lakhs | Aug 2026 |
| All Cap Portfolio - DPMS | Equity | Ashish Jagnani | ₹52.36 Cr | +9.62% | -2.47 pts | — | ₹50 Lakhs | Aug 2026 |
| Diversified Portfolio - Hybrid | Hybrid | — | ₹37.32 Cr | +9.27% | — | — | ₹50 Lakhs | — |
| HDFC AMC "MF Select" Portfolio - Equity (Formerly Portfolio of MF Schemes/ETFs) | Equity | Ashish Jagnani | ₹22.97 Cr | +16.91% | +7.91 pts | — | ₹50 Lakhs | Aug 2026 |
| Enhanced Portfolio 1 | Equity | Navneet Munot | ₹6.13 Cr | +7.23% | -4.86 pts | — | ₹50 Lakhs | Aug 2026 |
| India Ascent Portfolio - DPMS | Equity | Ashish Jagnani | ₹5.32 Cr | +8.85% | -3.24 pts | — | ₹50 Lakhs | Aug 2026 |
| HDFC AMC Liquid Portfolio | Debt | — | ₹1.11 Cr | — | — | — | ₹50 Lakhs | — |
| HDFC Growth for GOOD Portfolio | — | Ashish Jagnani | ₹1.01 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS