State wise contribution to total industry AUM State AUM share in total AUM

State wise contribution to total industry aum state

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State wise contribution to total industry AUM State AUM % share in total AUM Maharashtra 534,135 44% New Delhi 115,809 10% Karnataka 84,856 7% Goa 67,358 6% West Bengal 60,575 5% Others 58,871 5% Tamil Nadu 53,200 4% Haryana 52,990 4% Total 1,027,793 85% Total industry AUM 1,207,72 0 Source : AMFI Rs. Cr ABOUT HDFC MUTUAL FUND Institute Of Management Development And Research Page 23
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HDFC Asset Management Company Ltd (AMC) was incorporated under the Companies Act, 1956, on December 10, 1999, and was approved to act as an Asset Management Company for the HDFC Mutual Fund by SEBI vide its letter dated July 3, 2000.In terms of the Investment Management Agreement, the Trustee has appointed the HDFC Asset Management Company Limited to manage the Mutual Fund. The paid up capital of the AMC is 25.16 crore as at March 31, 2017. The equity shareholding pattern of the AMC as on March 31, 2017 is as follows: HDFC Mutual Fund is one of the largest mutual funds and well-established fund house in the country with focus on delivering consistent fund performance across categories since the launch of the first scheme(s) in July 2000. While our past experience does make us a veteran, but when it comes to investments, we have never believed that the experience is enough. The single most important factor that drives HDFC Mutual Fund is its belief to give the investor the chance to profitably invest in the financial market, without constantly worrying about the market swings. To realize this belief, HDFC Mutual Fund has set up the infrastructure required to conduct all the fundamental research and back it up with effective analysis. Their strong emphasis on managing and controlling portfolio risk avoids chasing the latest "fads" and trends. Institute Of Management Development And Research Page 24
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The following are the schemes which I am going to compare, 1. HDFC Tax Saver Fund 2. HDFC Midcap Opportunities Fund 3. HDFC Top 200 4. HDFC Equity Fund A. HDFC Tax Saver Fund: OPEN-ENDED EQUITY LINKED SAVINGS SCHEME (ELSS) WITH A LOCK-IN PERIOD OF 3 YEARS This product is suitable for investors who are seeking:- Growth of capital over long term. Investment predominantly in equity related instruments. The principal of investors will be at moderately high risk. Benchmark Index: NIFTY 500 No Entry Load is applicable. Upfront commission will be paid directly by the AMFI registered distributor (ARN Holder), based on the investors' assessment of various factors including the service rendered by the ARN Holder. No Entry / Exit Load shall be levied on bonus units and units allotted on dividend reinvestment. Minimum application amount is of Rs. 500 (Purchase / Additional Purchase) and in multiples of 500 thereafter. The Scheme offers Regular Plan and Direct Plan. Each Plan offers following Options: (i) Growth Option and (ii) Dividend Option with Payout facility.
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  • Fall '17
  • Mahvish ali

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