HDFC Securities Portfolio Management Services

This IPO News guide/article covers “HDFC Securities Portfolio Management Services”. The page is organized around hdfc pms services types, discretionary pms, non-discretionary pms, hdfc pms benefits, hdfc pms strategies. IPO News presents the structured facts and tables in its own layout and wording.

Topics Covered

• HDFC PMS Services Types
• Discretionary PMS
• Non-discretionary PMS
• HDFC PMS Benefits
• HDFC PMS Strategies
• Large-cap strategy
• Diversified strategy
• Small-Midcap strategy
• HDFC PMS Returns
• HDFC PMS Investment Plans
• HDFC PMS Fee
• Prepaid commission model
• Volume-based commission model
• Profit-based commission model
• HDFC PMS Charges
• Final thoughts
• Zerodha Trade@20
• Frequently Asked Questions
• 1. Does HDFC Sky offer portfolio management services?−
• 2. What are HDFC PMS strategies?+
• Compare Stock Brokers Side-by-Side

Key Facts

• India's trusted financial research platform since 2015. Live IPO GMP, subscription data, allotment status, Rights Issues, NCDs and unbiased stock broker reviews.
• HDFC PMS 3 years CAGR return is 11%.
• HDFC PMS 5 years CAGR return is 9%.
• HDFC PMS 7 years CAGR return is 12%.
• HDFC PMS 10 years CAGR return is 15%.
• HDFC PMS 11 years CAGR return is 16%.
• The minimum amount of portfolio management service is Rs. 25 Lac. There are four different PMS investment plans offered by HDFC Securities based upon the investment amount that is presented below:
• Bronze: Portfolio management services from Rs. 25 Lac to Rs. 50 Lac.
• Silver: Portfolio management services from Rs. 50 Lac to Rs. 1 Cr.
• Gold: Portfolio management services from Rs. 1 Cr. to Rs. 5 Cr.
• Platinum: Portfolio management services beyond Rs. 5 Cr.
• PMS Brokerage: HDFC charges brokerage on the transactions executed by the fund manager, ranging between 0.012% – 0.022% of the transaction value.
• Upfront fee: It is paid in advance and may range in between 1.5% – 2 % of the transaction value.
• Custodian charges: This charge may vary in between 0.3% – 0.4% of total asset value.
• Depository charges: HDFC Sec charges depository charge of 0.15% – 0.18% of asset value.
• Exit load fee: The broking house suggests a tenure of 3 years to clients but if in case, clients withdraw their investment within 1-year tenure then exit load fee of 1% – 2% has to be paid.
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