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HDFC Banking & PSU Debt Fund

Thursday, September 1, 2016 by Indian Real Estate News

Invest HDFC Banking & PSU Debt Fund Online

Scheme Performance as on August 16, 2016

Returns (%)

14 Days   Annualized

30 Days   Annualized

60 Days   Annualized

90 Days   Annualized

180 Days   Annualized

270 Days   Annualized

1 Year   Annualized

2 Years  CAGR

Since Inception

12.01

17.01

15.77

13.06

12.66

10.33

10.41

10.14

9.97


Portfolio details  as on July 31st, 2016
  • Average Maturity : 4.18 years
  • Modified Duration : 2.98 years
  • Yield to Maturity  : 8.52%
  • Current Exp Ratio : 0.65%(effective date 16th August '16)
 
What the fund is all about?
 
• HDFC Banking and PSU Debt Fund aims to offers superior credit quality with 80-100% investment in Scheduled Commercial Banks# (Public and Private) or PSUs
 
       - Papers issued by banks are generally considered to be high credit quality as banks are well regulated and have high reserve requirement (CRR and SLR)
       - PSUs by virtue of government ownership carry relatively lower credit risk
 
• 0-20% of assets may be invested in G-secs and/or other high safety instruments (normally AA- or higher)
 
• HDFC Banking and PSU Debt Fund intends to maintain a medium maturity profile, in foreseeable future
Advantages of this strategy :   
• Attractive portfolio yield
• Lower volatility / Interest rate risk as the Fund intends to maintain medium duration
• With minimum 80% invested in banks and other PSUs, the Fund carries lower credit risk
• In addition, given our view of lower yields in the medium term, there is also moderate potential for capital appreciation

The Scheme is ideal in the current market environment as such the investment shall benefit from 2 income streams - current yield and capital gains going forward while retaining the credit quality of the portfolio.


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