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All Cap Portfolio – DPMS

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Category PMS
Company All Cap Portfolio – DPMS
Benchmark BSE 500 TRI
Share: f x in w

Investment Philosophy

HDFC Asset Management Company follows a time-tested, process-driven investment philosophy focused on consistency and risk management:

  • Process-Driven Investing
    Strong emphasis on structured investment frameworks and disciplined execution over market cycles.
     
  • Focus on Risk-Adjusted Returns
    Aims to generate stable returns while managing downside risks effectively.
     
  • Fundamental Research Approach
    Investment decisions are based on in-depth company analysis, sector research, and macroeconomic insights.
     
  • Blend of Top-Down & Bottom-Up
    Combines macro views with stock-level research for optimal portfolio construction.
     
  • Diversified Portfolio Construction
    Allocation across sectors, market caps, and asset classes to enhance stability.
     
  • Strong Risk Management Framework
    Continuous monitoring, internal controls, and disciplined rebalancing to protect capital.
     
  • Consistency Over Cycles
    Focus on delivering steady performance rather than chasing short-term market trends.
     
  • Long-Term Investment Horizon
    Encourages compounding through a patient, long-term approach to investing.
     
Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

All Cap Portfolio - DPMS

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

HDFC Asset Management Company Limited

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹43.04 -12.77 -15.37 -12.91 -5.01 3.48 12.00 NA NA 10.69
Benchmark NA -11.37 -13.94 -9.62 -3.12 1.32 12.89 NA NA 11.45
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.