HDFC PMS – Review, Strategies, Returns, Charges & more

HDFC PMS is deemed to be one of the top PMS services in the country and across the globe. Scroll down further to check the details like Ratings, Reviews, Strategies, Commission Models, Yearly Returns & much more about HDFC PMS.

Find details about HDFC Portfolio Management Service below:

HDFC PMS – Ratings & Review by Top10StockBroker

Overview of HDFC Portfolio Management Services

The below table provides details about HDFC PMS:

HDFC is one of the leading full-service stock brokers in India. The foundation of the company was laid in the year 2000 by Mr Anil Kumar Hirjee.

Being headquartered in Mumbai, Maharashtra – This broking house is marked in the category of the select few broking houses that are listed in the Stock Market.

HDFC is one of the largest players in PMS and is a branded name for its PMS performance. They have an extensive listing of fund managers who are specialized to look after their PMS business. Portfolio Management Services is one of the most renowned Business models of HDFC Group.

Let’s take a glance at the types of HDFC PMS, their PMS Charges, PMS Returns & more.

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Types of HDFC PMS

Both Discretionary & Non-Discretionary PMS are provided by the broking house. The clients mainly prefer to go in for Discretionary Portfolio Management so that their entire PMS account is managed by the Fund managers of HDFC.

Whereas there are a few sets of such clients also who initially choose to take on Consultancy and thereafter being satisfied with the services they make the final decision.

HDFC PMS Fund Managers Details

All the details about HDFC Portfolio Management Service Fund Manager are mentioned in the given table for your reference.

There are multiple Fund Managers working in the team of HDFC. Mr Prashant Jain stands out to be the most prolific out of them having a vast experience of 18 + years in the sector of finance management. He is a CFA by profession.

The Fund Managers of HDFC PMS hold approximately Rs. 35,000 cr. as AUM and they handle more than 500 PMS clients. The clients are usually seen seeking at least 3 years minimum investment tenure in HDFC PMS.

Know Fund Managers of Other Portfolio Management Service Companies

HDFC PMS Strategies

The table here below illustrates the details of HDFC Portfolio Management Services Strategies:

As seen in the table there are multiple types of PMS strategies provided by HDFC. You will find all types of Investment strategies available with them. They work on Large CAP Strategy, Diversified Strategy as well as Small-Midcap Strategy.

HDFC Large Cap Strategy

The aim is to achieve capital appreciation through investments in Indian companies or sectors with potential for growth and predominantly investing in companies that tend to grow earnings at a fast pace and are reasonably priced.

Alpha is generated by active sector rotation to identify key macroeconomic and sectoral themes which would subsequently help identify stocks that will benefit from the same. In short how to invest in companies with a proven track record, quality management and good growth potential.

HDFC Diversified Strategy

The aim is to benefit from the long-term compounding effect on investments by doing investments in stocks irrespective of index movements.

HDFC Small – Midcap Cap Strategy

The aim is to have a large cap, high risk and return along with dynamic stocks that would help your portfolio to grow at a very decent pace.

HDFC PMS Returns / Performance

In this table you will get to know the details about HDFC Portfolio Management Services Returns:

HDFC PMS has an extremely good rate of return. The broking house is successful at beating 10 years of Mutual Fund Returns.

HDFC PMS Performance for 3 Years is nearly 11%, for 5 years is 9%, for 7 years is 12%, for 10 years it is 15% & for 11 plus years it is around 16% CAGR.

It is this healthy rate of return that makes HDFC one of the most sorts after PMS houses in India.

Know the Returns of other PMS Brands

HDFC PMS Investment Plans

The below table will give details related to HDFC Portfolio Management investment slabs:

We can get a good understanding of various Investment slabs that are offered by HDFC PMS to the clients from the above table. As a mandatory, the minimum investment required for any house Portfolio Management Services house is Rs.25 Lakh.

There are Investment plans for all ranges offered by HDFC PMS. Their Bronze plan ranges between INR 25 Lakh to INR 50 Lakh. The Silver Plan has a range of Rs.50 Lakh to Rs.1 Crore.

The Gold plan is between Rs.1 Crore & Rs.5 Crore For clients who would prefer more than Rs.5 Crore investment than their Platinum plan is the best.

Their commission range varies for each plan. The higher investment would lead to elite services & low commissions.

HDFC PMS Fee Structure or Commission Slabs

HDFC Portfolio Management Services Fees Structure is here below:

The Fees of HDFC PMS are categorized into 3 types:

HDFC PMS Prepaid Commission

Here the Management Fees or Commission has to be paid in advance before the actual tenure starts. As this is a prepaid model, a comparatively lower commission is charged than the other models.

The Prepaid Commission model of HDFC PMS totally depends on the amount of Investment If your investment is in the range of Rs.25 Lakh – Rs.50 Lakh then the prepaid commission is 2.2% of the Investment.

For an investment in the range of Rs.50 Lakh to Rs.1 Crore, the prepaid commission would be 2.1% of the total investment. For more than Rs.1 Crore investment up to Rs.5 Crore, the prepaid fee is 2.0% of the total investment.

Then, For over Rs.5 Crore investment, the management fees would be 1.8% of the investment.

HDFC PMS Volume% Commission

In this type, the Fees Structure is entirely dependent on the total number of transactions done by the Fund Manager. It also depends on the market & other aspects of investment.

This sort of commission model would generally lead to a higher commission payout.

In the Volume commission model, the commission amount will depend on the market situation and how loyal is your Fund Manager. If your yearly transaction volume is between Rs.25 Lakh to Rs.50 Lakh, the Management fees charged would be 0.22% of the total transaction volume.

If the transaction is between Rs.50 Lakh to Rs.1 Crore, the fee is 0.21% of the total transaction amount. Now, with high transaction volume, you will see a decrease in the commission i.e. with a transaction volume of Rs.1 Crore to Rs.5 Crore, the charges are 0.19% of the total volume.

However, if the transaction volume exceeds Rs.5 Crore, the management fees charged are 0.17% of the total transaction volume.

HDFC PMS Profit Sharing% Commission

One of the most convenient models for any investor is this as here the Management fee is paid only after the profit is realized.

Here in this model generally you will see that the percentage is very high but the risk is low.

As mentioned above, the Profit Sharing model is the most convenient model for the client as it is entirely dependent on the performance of the portfolio.

For a portfolio with a profit range between Rs.2.5 Lakh to Rs.5 Lakh, the profit sharing is 33%. If the profit range is Rs.5 Lakh to Rs.10 Lakh, the Profit sharing is 32%.

For high-profit amounts like Rs.10 Lakh to Rs.50 Lakh, the profit sharing is 30% while for profits over Rs.50 Lakh, the sharing of profit is 28% to the HDFC PMS team.

The commission models can also be customized as per the requirement of the client.

In addition to this Commission or Management Fees, there are various other charges levied by PMS houses such as Upfront Fees, Brokerage, Depository Charges, Custodian Charges and Exit Load. Let us take a look at these charges here below.

Know Charges models of other Portfolio Management Service Providers

HDFC PMS Charges

The below table mentions all the details of HDFC Portfolio Management Services Charges:

Here is the list of charges levied by HDFC PMS:

Management Fees – It is as per the commission model agreed upon between the client & the PMS team.

Upfront Fees – HDFC PMS team also charges some upfront fees which are more like a prepaid value. The charge would range in between 1.5% – 2.0% of the Investment amount.

Brokerage Charges – There are brokerage charges levied on all transactions done by the Fund Manager. The charges are between 0.012% – 0.022% of the total transaction value.

Custodian Charges – The PMS house also charge custodian change from its clients. This charge is between 0.3% – 0.4% of Asset Value.

Depository Charges – The depository charges are between 0.15% – 0.18% of Asset Value.

Exit Load Fees – The exit load fees are charged by PMS house depending on the client withdrawal duration & amount that is withdrawn. If the withdrawal takes place within 1 year of portfolio creation the fee is 1% – 2% of the withdrawal amount.

If the withdrawal happens post 1 year then for some cases the withdrawal is free whereas for some cases it is 0.6% of the withdrawal value.

HDFC PMS Benefits

This table will give you a better understanding of the benefits of HDFC Portfolio Management Services:

Listed here below are the various benefits of HDFC PMS:

There is a Top-up facility provided by the PMS house.

The clients can check all the reports, their detailed portfolio & all the investments by availing of the Login facility of HDFC PMS.

The PMS house also provides Email Updates & SMS Updates with regard to all the transactions that are happening in the client’s account.

HDFC PMS also provides a lot of flexibility to its clients like flexible investment plans for all ranges of clients & flexible commission models for client satisfaction.

Not only this HDFC PMS has a massive experience in Portfolio Management Services.

HDFC PMS Customer Care

The below table provides details about HDFC PMS Client Support:

HDFC Portfolio Management Service Customer Care provides a lot of support to its clients like Direct Call support for resolving any type of query. Email & WhatsApp support is also provided by them to their clients.

HDFC PMS provides Relationship Manager Support to all its clients. They also provide a direct call to the fund manager facility between 3 to 5 times in a month for select clients. The issue resolving TAT for the HDFC PMS team is 8 working days.

HDFC PMS Conclusion

HDFC Portfolio Management Services is indeed one of the best and most trusted PMS solutions available in the country.

Their wide range of strategies has helped them in getting good and satisfactory results for their clients. Over and above this, their flexible Investment Plans & Commission models are a lot of convenience to the clients.

The strong support system & warm services of this PMS house is extremely useful & well-structured.

So what are you waiting for, your search for PMS ends with HDFC as it is the choice of many in our country.

HDFC PMS FAQs

How can I invest with HDFC PMS?

HDFC PMS caters to customer needs of investment through focused portfolios. The process is completely simple and hassle-free for investing in HDFC PMS. When you open our website, you’ll find a form to fill in. Complete the mandatory information such as your name, mobile number and city, select the critical service and then click the submit button. You will be directed to the further steps of investment in this way.

Who is the current fund manager of HDFC PMS?

There are multiple Fund Managers working in the team of HDFC. Mr Prashant Jain stands out to be the most prolific out of them having a vast experience of 18 + years in the sector of finance management. He is a CFA by profession.

What is the approx AUM of HDFC PMS?

In the HDFC team, several fund managers work. Mr Prashant Jain stands out to be the most successful of those with 18+ years of vast experience in the financial management field. Around Rs. 35,000 cr. is held by the Fund Managers of HDFC PMS. They treat 500+ PMS customers as AUM and the clients are typically seen pursuing a minimum investment period of at least 3 years in HDFC PMS.

Where can I check the return or performance of HDFC PMS?

The returns and performance of HDFC PMS, it is present right on the website. We show the full facts and figures in a tab for the convenience of our customers. HDFC is known for offering an outstanding portfolio management service and has exceeded the returns of mutual funds for more than 10 years.

What are the different strategies used by HDFC PMS?

In the form of a table, the website includes the different techniques that HDFC integrates. The HDFC PMS house has different kinds of efficient PMS strategies, as per the table given above. Typically, they use Small Cap and Multi Cap Tactics.

Where to find the fee structure and commission rate of HDFC PMS?

Data on all the details of HDFC are included in the report. With all the significant heads, we’ve detailed you and done so in the form of tables and maps. Therefore, you only have to locate the head under which the details are given to find the fee structure and commission rate of HDFC PMS.

How to call or reach HDFC PMS customer care?

To help customers and answer their every question, HDFC Portfolio Management Service Customer Care offers its PMS house provides a Top-Up service. By using the Login facility of HDFC PMS, customers can check all the reports, their comprehensive portfolio & all investments. With regard to all transactions that occur in the client account, the PMS house also provides Email updates & SMS Updates.

What are the Benefits of Investing in HDFC?

HDFC PMS also provides its customers with as much versatility as flexible investment strategies for all consumer categories and flexible commission models for customer loyalty The PMS house provides a Top-Up service. By using the Login facility of HDFC PMS, customers can check all the reports, their comprehensive portfolio & all investments. With regard to all transactions that occur in the client account, the PMS house also provides Email Updates & SMS Updates. HDFC PMS also provides its customers with as much versatility as flexible investment strategies for all consumer categories and flexible commission models for customer loyalty.

What are the different charges involved with HDFC?

There are various charges involved in the HDFC PMS. The taxes that are levied include Upfront fees, Brokerage charges, Custodian charges, Depositary charges, and Exit load within the time of one year. For more information, please refer to the article.

Where can I find all the details about HDFC?

All the details regarding the HDFC portfolio management services are provided on the website that we have designed for you. The website has all the required information regarding the brokerage house and provides maximum efficiency in delivering the best possible databases. We present everything in tables and charts apart from long-drafted explanations.

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