Find Out The Latest Information of HDFC Top 200 Fund

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HDFC Top 100 Fund

• Top Performer of FY18/19

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Introduction to HDFC Top 100 Fund

• It is an open-ended scheme of HDFC Mutual Fund
  that falls under the category of large cap mutual
  funds.
• The fund was launched with an objective to
  provide long-term capital appreciation to the
  investors by parking the money predominantly in
  the stocks of large cap companies.
• Earlier, the mutual fund was known by the name
  HDFC Top 200 Fund, but after the categorization
  rule of SEBI, the name was changed to HDFC TOP
  100 Fund.

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Basic Details About HDFC Top 100 Fund

• Launch Date 11th October, 1996
• Benchmark NIFTY 100 TRI
• Minimum Investment Rs. 5000
• Minimum SIP Investment Rs. 500
• Assets Under Management Rs. 16,610 Crore (as on
  31st March, 2019)
• Expense Ratio 2.08 (as on 31st March, 2019)
• Exit Load 1, if the redemption is made within
  365 days
• Risk Moderately High

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Investment Style

• HDFC Top 100 Fund follows a blend style of
  investment and invests in a combination of growth
  and value stocks.
• In the market capitalization, the mutual fund
  mainly targets the stocks of large cap companies.
• The fund doesn't allocate any assets in the small
  cap stocks which safeguards this fund from market
  risk.

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Portfolio Analysis

• 99.42 is the percentage of assets allocated to
  the equities and the rest is ploughed in the
  money market instruments.
• Large cap companies holds 91.58 of the assets in
  the equity market and the rest (8.42) is
  diversified in the midcap companies.

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Sector Allocation

• Finance sector is currently following a bullish
  trend and due to this the sector holds the
  maximum percentage of asset allocation, i.e.,
  38.55.
• HDFC Top 100 Fund has also diversified the assets
  in the large number of promising sectors as well
  such as, energy, technology, construction, FMCG,
  etc.

7
Past Performance

• The fund has a glorious past record.
• In the FY 18/19, when many actively-managed fund
  underperformed, HDFC Top 100 Fund emerged as the
  leading large cap fund surpassing all the
  remaining fund in the category. The fund surged
  17.16 of returns even in the market volatility
  of 2018.

Annualized Returns 5-Year 7-Year 10-Year
HDFC Top 100 Fund 15.87 14.06 16.66
Benchmark 15.48 14.02 15.03
Category's Average 13.95 13.23 13.95
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About the Fund Manager

• Prashant Jain He is managing the fund since
  January, 2002. He holds a B.Tech degree from IIT,
  Kanpur and a PGDM degree from IIM, Bangalore. He
  is also the Chief Investment Officer, Executive
  Director of HDFC Asset Management Company, Ltd.
• Amar Kalkundrikar He started managing the fund
  from January, 2019. He is a B.Com, CA, CFA, and
  MBA graduate. He has over 16 years of experience
  in the finance market.

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Tips Before Investing in HDFC Top 100 Fund

• Risk Appetite Before investing in this fund make
  sure that you have a moderately high risk
  appetite. Although, the past performance is great
  but that doesn't guarantee success in future.
• Time Horizon According to your desired financial
  goal, decide the time period of your investment.
  According to the financial experts, always try to
  maintain a long term investment perspective.
• Balanced Portfolio Don't park your surplus cash
  in just one fund. Always try to maintain a
  balanced portfolio.

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Conclusion
Large cap stocks have showcased stable growth
along with good recovery rate in the past. Among
all the large cap funds, HDFC Top 100 Fund is one
of the best mutual funds that has surged
exceptional gains even in the volatility of 2018
when many peer fund performed badly. The fund is
a perfect option for an individual who wants to
generate stable gains. Also, the market is
expected to remain bullish in the future, thus
grab the market opportunity and make a wise
decision of parking your cash in this large cap
fund of HDFC Mutual Fund.