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

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

Find details about HDFC Portfolio Management Service below:

PMS Offer

HDFC PMS – Customer Ratings & Review

HDFC PMS Ratings
Returns Performance3.6 / 5
Services3.7 / 5
Charges3.3 / 5
Experience3.6 / 5
Strategies3.5 / 5
Client Support3.4 / 5
Overall Ratings3.5 / 5
Star Ratings★★★★

Overview of HDFC Portfolio Management Services

Below table provides details about HDFC PMS:

Company TypePublic
Registered LocationMumbai, Maharashtra
LeadershipAnil Kumar Hirjee
Year of Establishment2000

HDFC PMSHDFC 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 Stock Market.

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

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

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    Types of HDFC PMS

    Types of 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 set of such clients also who initially choose to take on Consultancy and thereafter being satisfactory 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.

    Fund Manager’s Details
    NamePrashant Jain
    Experience18 Years
    Highest QualificationCFA
    AUM (in Cr.)Approx 35,000 Cr.
    Number of Clients550+
    Investment TenureMinimum 3 yr.

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

    Know Fund Managers of Other Portfolio Management Service Companies

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    HDFC PMS Strategies

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

    Large Cap StrategyYes
    Diversified StrategyYes
    Small – Midcap StrategyYes

    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.

    An 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 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:

    Returns (CAGR)
    3 Year11%
    5 Year9%
    7 Year12%
    10 Year15%
    11 Year Plus16%

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

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

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

    Know Returns of other PMS Brands

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    HDFC PMSIDFC PMSKarvy PMSCredent Asset PMS
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    HDFC PMS Investment Plans

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

    Investment Plans
    Bronze (25L – 50L)Yes
    Silver (50L – 1 Cr.)Yes
    Gold (1 Cr. – 5 Cr.)Yes
    Platinum (5 Cr. Plus)Yes

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

    Their commission range varies for each plan. Higher the investment would lead to elite services & low commission.

    HDFC PMS Fee Structure or Commission Slabs

    HDFC Portfolio Management Services Fees Structure is here below:

    Commission / Fees Structure
    Prepaid CommissionYes
    Volume% CommissionYes
    Profit Sharing% CommissionYes

    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.

    Prepaid Commission (Yearly)
    Investment – 25L – 50L2.2% of Investment
    Investment  – 50L – 1 Cr.2.1% of Investment
    Investment – 1 Cr. – 5 Cr.2.0% of Investment
    Investment – 5 Cr. Plus1.8% of Investment

    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 Investment.

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

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

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

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L0.22% of Total Transaction Volume
    Transaction Volume – 50L – 1 Cr.0.21% of Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr.0.19% of Total Transaction Volume
    Transaction Volume – 5 Cr. Plus0.17% of Total Transaction Volume

    In 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 total transaction volume.

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

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

    HDFC PMS Profit Sharing% Commission

    One of the most convenient model 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.

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L33% of Profit
    Profit Amount – 5L – 10L32% of Profit
    Profit Amount – 10L – 50L30% of Profit
    Profit Amount – 50L Plus28% of Profit

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

    For portfolio with 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 amount like Rs.10 Lakh to Rs.50 Lakh, the profit sharing is 30% while for profit over Rs.50 Lakh, the sharing of profit is 28% to 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 house 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

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    Alfaccurate Advisors PMSMarcellus PMSEmkay Investment PMSInvesco PMS

    HDFC PMS Charges

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

    Management FeesAs per commission model
    Upfront Fees1.5% – 2.0% of Asset Value
    Brokerage Charges0.012% – 0.022% of Total Transaction Value
    Custodian Charges0.3% – 0.4% of Asset Value
    Depository Charges0.15% – 0.18% of Asset Value
    Exit Load – within 12 months1% – 2% of Withdrawal Value
    Exit Load – post 12 monthsFree or 0.6% of Withdrawal Value

    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 is 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 is between 0.012% – 0.022% of total transaction value.

    Custodian Charges – The PMS house also charge custodian change from its clients. This charge is in 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 is 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 fees is 1% – 2% of 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 withdrawal value.

    HDFC PMS Benefits

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

    Benefits / Advantages
    Top-up FacilityYes
    Back office ReportsYes
    Email UpdateYes
    SMS UpdateYes
    Watsapp UpdateNo
    Portfolio ViewYes
    Detailed ViewYes
    Flexible Commission ModelYes
    Flexible Investment PlansYes
    Massive ExperienceYes

    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 the Login facility of HDFC PMS.

    The PMS house also provides Email Update & SMS Update with regards to all the transactions that are happening in the clients account.

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

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

    HDFC PMS Customer Care

    The below table provide details about HDFC PMS Client Support:

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    WhatsApp SupportYes
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 3 to 5 Times a month
    Issue Resolving TAT8 working days

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

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

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