HDFC Asset Management Company Limited • Equity
Diversified Portfolio - Equity is an equity portfolio management service (PMS) strategy run by HDFC Asset Management Company Limited, launched on 20 Sep 2001. As of 30 Sep 2026, it manages ₹557 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -2.04% over 1 year, +13.37% over 3 years and +16.93% over 5 years (+18.67% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 4.17 percentage points ahead of its benchmark. Its 3-year return ranks 156th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Rijul Maheshwari.
Ranked nearby on 3-year return: Helios India Rising Portfolio (+13.48%), ICICI Prudential PMS PIPE Strategy (+13.38%), Axis Contrarian Portfolio (+13.34%), Alchemy High Growth (+13.32%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.88% |
| 3 Months | -2.35% |
| 1 Year | -2.04% |
| 3 Years | +13.37% |
| 5 Years | +16.93% |
| Since Inception | +18.67% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callDiversified Portfolio - Equity has a 1-year return of -2.04%, a 3-year return of +13.37%, a 5-year return of +16.93% and +18.67% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Diversified Portfolio - Equity returned +16.93% against +8.91% for the BSE 500 TRI, 8.02 percentage points ahead. Over 3 years it returned +13.37% against +9.20%; Over 1 year it returned -2.04% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Diversified Portfolio - Equity's 3-year return of +13.37% ranks 156th as of 30 Sep 2026.
Diversified Portfolio - Equity is managed by Rijul Maheshwari at HDFC. The strategy manages ₹557 Cr of client assets as of 30 Sep 2026.
Diversified Portfolio - Equity manages ₹557 Cr of client assets as of 30 Sep 2026.
The minimum investment for Diversified Portfolio - Equity is ₹50 Lakhs.
Diversified Portfolio - Equity was launched on 20 Sep 2001. It has a 25-year track record.
Description
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