Why should you invest in this smallcase?

  • Housing Development Finance Corp was founded in 1977 as the first specialized mortgage company in India.
  • Since then, the HDFC group has grown to become a large and well respected financial conglomerate with presence across housing finance, banking, insurance, asset management, student loan and real estate focused private equity fund.
  • As of March 2021, the outstanding loan portfolio of HDFC was 2.5x the loan portfolio of the next biggest player in the housing finance market. HDFC Bank has the largest asset base amongst all private banks and stands 2nd in terms of total assets amongst all banks in India. 
  • The group has 6000+ branches and service centers across India.
  • 3 of the 4 listed entities of the group are part of the Nifty 50 index. As of June 2021, the combined market cap of the listed entities of the group exceeds ₹14.7 lakh crore.
  • This smallcase is suitable for investors seeking exposure to fast growing and trusted blue chip financial companies.

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Windmill Capital

Past Performance vs 

Equity Large Cap

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Value of ₹ 100 invested once on
inception of this smallcase

Oct 10, 2018

would be
House of HDFC
₹ 188.29
Equity Large Cap
₹ 169.74
2019AprJulOct2020AprJulOct2021AprJul100120140160180

Launch

Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns