Sectoral Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
2%
Asset Size
856.45 Cr.
(As of 31 Aug, 2023)
Benchmark
IISL Nifty 500 TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
To seek long-term capital appreciation/income by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from the growth and development of infrastructure. There is no assurance that the investment objective of the Scheme will be realized.
Fund manager
Rakesh Vyas
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹0
Minimum investment
₹100
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Larsen & Toubro Ltd
7.39%
Coal India Ltd
7.20%
ICICI Bank Ltd
6.56%
State Bank of India
6.30%
As the name suggests, Sectoral Funds invest in specific sectors of the economy. These funds are less diversified as they invest entirely in a particular sector; hence, their risk factor also depends on the respective sector’s performance, this carrying high risk. For example, a FMCG fund will only invest in FMCG companies while a tech fund will invest in only tech companies.The aim of these funds is to give investors a chance to benefit from the growth prospects of a particular fund.
This fund is rated 1 stars by Morning Star Ratings.
HDFC Mutual Fund is one of India’s largest and well established mutual funds houses with focus on delivering consistent fund performance across categories since the launch of the first scheme(s) in July 2000. We, at HDFC Mutual Fund, believe in constantly reviewing the markets for new trends, identifying new growth sectors and sharing this knowledge with our investors in the form of product offerings, so as to give our investors long-term benefits. HDFC Mutual Fund has various products across asset and risk categories to enable investors to invest in line with their investment objectives and risk taking capacity.
Vision of HDFC Mutual Fund – To be a dominant player in the Indian mutual fund space recognized for its high levels of ethical and professional conduct and a commitment towards enhancing investor interests. HDFC’s Mutual Fund philosophy is based on 3 pillars.