Hdfc Asset's Diversified Portfolio - Equity is a Flexicap Portfolio Management Services (PMS) strategy managed by Rijul Maheshwari, operational since Sep 2001. Benchmark: BSE 500 TRI.
AUM
₹571 Cr
Min investment
₹50 L
Inception
Sep 2001
Fund manager
Rijul Maheshwari
About this strategy
The portfolio manager proposes to invest with the objective of
generating long term capital appreciation.
Performance
Returns (TWRR)
6M
-3.5%
1Y
-0.7%
5Y
+20.0%
Since inception
+19.0%
Alpha
6M
+0.1%
1Y
+1.3%
5Y
+7.8%
Since inception
—
BSE 500 TRI
6M
-3.5%
1Y
-2.0%
5Y
+12.2%
Since inception
+17.6%
Positive alpha across both 1Y and 5Y — classified as Consistent Performer
₹1 Crore invested — strategy vs benchmark
Hypothetical growth based on TWRR from inception (Sep 2001)
₹76.1 CrStrategy
₹56.6 CrBSE 500 TRI
200120212025Today
Hypothetical illustration based on published TWRR over 24.9 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
Strategy characteristics
1 Yr Turnover Ratio
10%
Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.
Fee structure
Fixed feeNA
Performance feeNA
High watermark—
Exit loadNA
Risk metrics — coming soon
Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.
What is Hdfc Asset Diversified Portfolio - Equity PMS?
Hdfc Asset Diversified Portfolio - Equity is a Flexicap Portfolio Management Services (PMS) strategy managed by Rijul Maheshwari, operational since Sep 2001. The portfolio manager proposes to invest with the objective of
generating long term capital appreciation.
What are the returns of Hdfc Asset Diversified Portfolio - Equity?
As of the latest monthly update, Hdfc Asset Diversified Portfolio - Equity has delivered -0.7% over 1 year and 20% over 5 years (TWRR, net of fixed fees). The 1-year alpha versus benchmark is +1.3%.
What is the minimum investment for Hdfc Asset Diversified Portfolio - Equity?
The minimum investment for Hdfc Asset Diversified Portfolio - Equity Portfolio Management Services is ₹50 L. The fixed fee is NA.
Data compiled from official regulatory disclosures, updated monthly. AND Fintech (ARN-301536, APRN05170) is a registered distributor — not a SEBI-Registered Investment Adviser. This page is for informational and comparison purposes only and does not constitute investment advice or a recommendation. Past performance is not indicative of future results. Please read all scheme related documents carefully before investing.
