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  • HDFC Mutual Fund
  • HDFC Non-Cyclical Consumer Fund (G)
HDFC Mutual Funds

HDFC Non-Cyclical Consumer Fund (G)

EquitySectoral / Thematic - Consumption

15.147

NAV (Oct 04)

40.044%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.147

NAV (Oct 4)

Fund Returns

Last 1Y
44.1%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
40%
6 Month CAGR
25.8%

Scheme Information

Investment Objective

The Scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities of companies with a focus on non-cyclical consumer theme.

Expense Ratio
2.37
Launched (0y ago)
2.37
AUM in Crores
825.6
ISIN
INF179KC1GR6
Lock-in
-
Benchmark
NIFTY India Consumption Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Amit Sinha

Fund Manager

Dhruv Muchhal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Non-Cyclical Consumer Fund (G)70%24,55,149 17,22,53744.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-12-21

Top Stock Holdings

Hindustan Unilever Ltd.

9%
8.99%

ITC Ltd.

8.6%
8.62%

Zomato Ltd.

6.4%
6.43%

Others

4.9%
4.89%

Titan Company Ltd.

4.8%
4.84%
See all holdings

Allocation by Sector

Consumer Staples

43.78%
43.78%

Services

19.41%
19.41%

Consumer Discretionary

11.04%
11.04%

Healthcare

5.62%
5.62%

Communication

5.34%
5.34%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

HDFC Mutual Fund

HDFC Asset Management Company was started in the year 1999. Initially it was setup as a joint venture between HDFC and Standard Life Investment Limited (SLI) but subsequently thereafter in August 2018 it carried out its first public offering and became a puclic listed company. The Compnay presently has about 210 branches countrywide and about 70 thousand empaneled distribution networks.amc-img
phone-img022 – 66316333
email-imgshareholders.relations@hdfcfund.com
Fund NameScripbox Opinion
Till Date CAGR

16.362%

6.688%

22.343%

13.318%

6.403%

7.788%

5.624%

5.862%

5.987%

8.099%

HDFC Non-Cyclical Consumer Fund (G) Review

HDFC Non-Cyclical Consumer Fund (G) is a Equity Equity fund and has delivered an annualised return of 40.044% over a period of 1 years. The fund is managed by HDFC Mutual Fund. The fund managers are Amit Sinha, Dhruv Muchhal.

Nav of HDFC Non-Cyclical Consumer Fund (G) as of 10/4/2024 is ₹15.15 with the total AUM as of 10/7/2024 is ₹825.6174. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Non-Cyclical Consumer Fund (G) was launched on 2023-07-12. The category risk of the fund is null.

The minimum SIP amount for HDFC Non-Cyclical Consumer Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

HDFC Non-Cyclical Consumer Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY India Consumption Total Return Index.

HDFC Non-Cyclical Consumer Fund (G) is rated as a null fund in Equity and delivered 44.051% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Non-Cyclical Consumer Fund (G).

Frequently Asked Questions

What is HDFC Non-Cyclical Consumer Fund (G)?

HDFC Non-Cyclical Consumer Fund (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in HDFC Non-Cyclical Consumer Fund (G)?

You can invest in HDFC Non-Cyclical Consumer Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of HDFC Non-Cyclical Consumer Fund (G)?

The minimum sip amount for HDFC Non-Cyclical Consumer Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is HDFC Non-Cyclical Consumer Fund (G) good to invest in?

As per Scripbox experts, HDFC Non-Cyclical Consumer Fund (G) is a fund. You can investHDFC Non-Cyclical Consumer Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HDFC Non-Cyclical Consumer Fund (G)?

The expense ratio of the HDFC Non-Cyclical Consumer Fund (G) is 2.37% for regular plan.