Investment Strategy of HDFC Flexi Cap Fund
- The fund focuses on fundamentally strong quality companies with growth drivers in the medium to long term; having strong management; and having a good track record of corporate governance, ESG sensitivity and transparency.
- Fund managers also consider the stage and trajectory of the industry cycle and then take the risk-adjusted view during stock selection of the portfolio.
- The fund also emphasises on valuation while assessing risk-reward and provides reasonable margin to safety.
- The fund approaches valuations holistically, rather than relying solely on traditional parameters like P/E or P/B.
- The fund takes a strategic approach for stock selection and not a tactical one.
- The fund uses bottom-up driven and research-oriented processes for stock selection which also emphasises on qualitative and quantitative aspects.
Who Should Invest in HDFC Flexi Cap Fund?
HDFC Flexi Cap Fund is suitable for those investors who:
- seek to generate long-term capital appreciation
- are comfortable investing predominantly in equity and equity related instruments
- seek to invest in quality strong companies across the entire market capitalization
- seek to reduce risk through effective portfolio diversification across sectors and segments of the economy