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MC Review: HDFC MF’s new consumption-themed fund comes with a twist. Will it work?

MC Review: HDFC MF’s new consumption-themed fund comes with a twist. Will it work?

For investors taking exposure to consumer funds, an existing scheme with proven track record and known portfolio construction would make better sense. Also, it is unclear how eliminating cyclical consumption themes would improve performance and reduce volatility in the fund.… Read More »MC Review: HDFC MF’s new consumption-themed fund comes with a twist. Will it work?

MC Review: HDFC MF’s new consumption-themed fund comes with a twist. Will it work?

MC Review: HDFC MF’s new consumption-themed fund comes with a twist. Will it work?

For investors taking exposure to consumer funds, an existing scheme with proven track record and known portfolio construction would make better sense. Also, it is unclear how eliminating cyclical consumption themes would improve performance and reduce volatility in the fund.… Read More »MC Review: HDFC MF’s new consumption-themed fund comes with a twist. Will it work?

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