| Mutual Fund | Equity, Debt, Hybrid, Passive mutual funds catering to retail and institutional investors. | Strong brand, wide distribution network, diversified product portfolio, and deep retail reach. | Primarily B2C retail investors, High Net Worth Individuals, and institutional clients. | Equity mutual funds and actively managed schemes have highest margins. | 405145 | 95 | Management fees based on assets under management; performance fees on select funds. | Asset-based management fees, tiered based on fund size and product type. | Rising retail AUM, equity market growth, increased investor awareness and SIP penetration. | HDFC Mutual Fund, HDFC Dividend Yield Fund, HDFC Banking ETF, HDFC Ultra Short Term Fund |
| Portfolio Management & Alternatives | Portfolio management services, Category II & III Alternative Investment Funds for sophisticated investors. | Specialized investment expertise, exclusive mandates, and growing institutional relationships. | HNI, family offices, domestic corporates, trusts, provident funds, global institutional investors (B2B). | Discretionary PMS and structured credit funds show highest profitability. | 21300 | 5 | Management and performance fees on discretionary and non-discretionary mandates. | Fee-based revenue including fixed and performance-linked components. | Institutional mandates, alternative investments demand, regulatory approvals for new products. | PMS, HDFC AMC Select AIF FOF-I, Structured Credit Fund |
