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    HDFC Manufacturing Fund - NFO - Leaflet - HDFC Bank

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    yeheji8177
    The document discusses an upcoming NFO period from April 26 to May 10, 2024 for the HDFC Manufacturing Fund, an equity fund focused on companies in the manufacturing sector. It highlights growth opportunities for the Indian manufacturing sector and compares it to other countries' high growth phases. Key details about the fund's strategy and terms are also provided.

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    HDFC Manufacturing Fund - NFO - Leaflet - HDFC Bank

    Uploaded by

    yeheji8177
    14 views2 pages
    The document discusses an upcoming NFO period from April 26 to May 10, 2024 for the HDFC Manufacturing Fund, an equity fund focused on companies in the manufacturing sector. It highlights growth opportunities for the Indian manufacturing sector and compares it to other countries' high growth phases. Key details about the fund's strategy and terms are also provided.

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    HDFC Manufacturing Fund_NFO_Leaflet_HDFC Bank

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    The document discusses an upcoming NFO period from April 26 to May 10, 2024 for the HDFC Manufacturing Fund, an equity fund focused on companies in the manufacturing sector. It highlights growth opportunities for the Indian manufacturing sector and compares it to other countries' high growth phases. Key details about the fund's strategy and terms are also provided.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    14 views2 pages

    HDFC Manufacturing Fund - NFO - Leaflet - HDFC Bank

    Uploaded by

    yeheji8177
    The document discusses an upcoming NFO period from April 26 to May 10, 2024 for the HDFC Manufacturing Fund, an equity fund focused on companies in the manufacturing sector. It highlights growth opportunities for the Indian manufacturing sector and compares it to other countries' high growth phases. Key details about the fund's strategy and terms are also provided.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    STEP INTO THE AMRIT KAAL WITH

    HDFC MANUFACTURING FUND


    NFO PERIOD: 26th April to 10th May, 2024

       


       
    FY23 FY30E
    Nominal GDP
    Manufacturing GDP
    3,353
    453
    2X
    2.8X
    7,000
    1,281
    
    •  
    Overall exports 778 2X 1,552 •   

    453 2.6X 1,198


    
    Merchandise exports (US$ bn)
    Overall capex (US$ bn), GCF 1,080 2X 2,112
    •     
    All figures in USD bn. Source: PIB, UBS, Morgan Stanley Research •
    GDP -Gross Domestic Product ; GVA- Gross value added ;
    GCF - Gross Capital Formation
    The information herein is based on expectations and the actual
    results could vary materially. This is not indicating returns from
    
    •
    any investments. There is no assurance as regards performance •  
    of any company, sector or investment.

       


    Average Real GDP growth Manufacturing share at Manufacturing share at the
    Country High growth phase
    in high growth phase start of high growth end of high growth phase
    Thailand 1985-1991 9.3% 21.9% 28.2%
    China 1990-2005 9.8% 9.1% 32%
    Indonesia 1983-1996 6.3% 13.4% 24.1
    Vietnam 2010-2022 6.1% 19.2% 25.8%
    India 2023-2030 ?? 15% ??

    India’s manufacturing share in GDP targeted to grow from ~15% to 20% by 2030, when GDP could be US$7 trillion

    Source: UBS Research

        


    Convergence of Several Enablers to provide Multi Decadal Growth

      


    Large Consumer base Large & skilled Labour pool Focus on Atmanirbharta

    + +
    Large Export opportunity in Cost advantages vs peers Low leverage + higher
    the Multipolar World capacity utilization
    Improving infrastructure
    Macro-economic stability +
    Service ecosystem to support geopolitical factors
    high end manufacturing

    1/2
    ‚ 

             /     
    Core of the portfolio            
    (at least 80%) will be invested Stock selection will be based Reasonably well diversified Flexible across market
    in stocks that represent the on bottom-up research ideas portfolio with well managed capitalisation
    diverse sectors of which are expected to have active risk.
    manufacturing long runway for growth

    HDFC Mutual Fund / AMC is not guaranteeing returns on investments made in the scheme.
    The current investment strategy is subject to change depending on the market conditions.

    †   †


    Offers exposure to multiple themes: It's a combined play on
    Growing Consumption, Changing geopolitical Emergence of India as a
    investments and exports dynamics (China + 1) manufacturing powerhouse

    
    Particulars HDFC Manufacturing Fund
    Type of Scheme An open ended equity scheme following manufacturing theme

    To provide long-term capital appreciation by investing predominantly in equity and equity related
    Investment securities of companies engaged in the manufacturing activity.
    Objective
    There is no assurance that the investment objective of the Scheme will be realized.

    Benchmark Index Nifty India Manufacturing Index (TRI)


    Fund Manager $ Mr. Rakesh Sethia
    Investment Plans • Direct Plan • Regular Plan
    Investment Options Under Each Plan: Growth, Income Distribution cum Capital Withdrawal – Payout and Reinvestment of IDCW
    During NFO Period
    Minimum
    Purchase / Switches: Rs. 100/- and any amount thereafter
    Application
    During continuous offer period (after scheme re-opens for repurchase and sale):
    Amount
    Purchase / Additional Purchase / Switch: Rs. 100/- and any amount thereafter

    Entry Load : Nil


    Exit Load : In respect of each purchase/switch-in of units, an Exit load of 1% is payable if units are
    redeemed/switched-out within1 month from the date of allotment.
    Load Structure No Exit Load is payable if units are redeemed / switched-out after 1 month from the date of allotment.
    No Entry / Exit Load shall be levied on bonus units and Units allotted on Re-investment of Income
    Distribution cum Capital Withdrawal.
    In respect of Systematic Transactions such as SIP, Flex SIP, STP, Flex STP, Swing STP, Exit Load, if any,
    prevailing on the date of registration / enrolment shall be levied.
    For further details, refer Scheme Information Document and Key Information Memorandum and addenda thereto available on
    www.hdfcfund.com and at Investor Service Centres of HDFC Mutual Fund.
    $Dedicated fund manager for overseas investments Mr. Dhruv Muchhal

    This product is suitable for investors who are seeking*: Riskometer#

    • To generate long-term capital appreciation


    • Investment predominantly in equity & equity related securities of companies
    engaged in the manufacturing theme.
    *Investors should consult their financial advisers, if in doubt about whether the product is
    suitable for them. #The product labeling assigned during the NFO is based on internal
    assessment of the scheme characteristics or model portfolio and the same may vary post
    NFO when the actual investments are made. For latest riskometer, investors may refer to
    the Monthly Portfolios disclosed on the website of the Fund viz. www.hdfcfund.com.

    The Scheme being thematic in nature carries higher risks versus diversified equity mutual funds on account of concentration and
    theme specific risks.
    HDFC Bank is an AMFI registered Mutual Fund Distributor
    HDFC Bank is the sponsor of HDFC Mutual Fund Date of Release: 10th April 2024

             ­  € 


      ‚    ­    ƒ„ 2/2

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