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All Cap Portfolio - DPMS

All Cap Portfolio - DPMS is a Equity Portfolio Management Service launched by HDFC Asset Management Company Limited on July 2022. Managed by Ashish Jagnani, the fund holds ₹51 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a % fixed fee and % performance fee. Trailing returns: -4.06% (1Y), 11.04% CAGR (3Y), 13.37% since inception. Performance data as of July 2026.

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All Cap Portfolio - DPMS

HDFC Asset Management Company Limited

51.36 CR AUM

All Cap Portfolio - DPMS

All Cap Portfolio - DPMS

HDFC Asset Management Company Limited

51.36 CR AUM

BSE 500 TRI
Benchmark
3yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
3yr 11mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

ashish jagnani

Fund Manager
EQUITYStrategies

25+ years of experience in Equity E4; Managed discretionary Equity portfolio's having Concentrated portfolio strategies, Multi-cap, Small-cap and Thematic portfolios. Good understanding of different portfolio management strategies for balancing risk and liquidity. Witnessed different market cycles + knowledge of global and technical factors affecting capital markets. Prior to joining HDFC AMC he was at Kotak Mahindra Asset Management or over 7+ years; Fund Manager, Alternative Assets i.e Discretionary Equity Portfolio's and AIF CAT-3 strategy. Has a strong Research Analyst career of 18+ years. Worked with Global Research firms like UBS, Citigroup for 10-yrs covering variety of sectors and Investment Banking mandates. Has been a voted equity analyst in Asia Money & Asia Institutional Investor Surveys. Interacted with Global emerging market investors and Specialist's Inst. investors in US, Europe and Asia. Qualification :-Ashish is a Chartered Accountant (CA) and also holds Masters in Financial Management from Jamnalal Bajaj Institute of Management Studies, Mumbai. Passionate about Equity investing and likes reading on Global developments impacting on Equity markets

25+ years of experience in Equity E4; Managed discretionary Equity portfolio's having Concentrated portfolio strategies, Multi-cap, Small-cap and Thematic portfolios. Good understanding of different portfolio management strategies for balancing risk and liquidity. Witnessed different market cycles + knowledge of global and technical factors affecting capital markets. Prior to joining HDFC AMC he was at Kotak Mahindra Asset Management or over 7+ years; Fund Manager, Alternative Assets i.e Discretionary Equity Portfolio's and AIF CAT-3 strategy. Has a strong Research Analyst career of 18+ years. Worked with Global Research firms like UBS, Citigroup for 10-yrs covering variety of sectors and Investment Banking mandates. Has been a voted equity analyst in Asia Money & Asia Institutional Investor Surveys. Interacted with Global emerging market investors and Specialist's Inst. investors in US, Europe and Asia. Qualification :-Ashish is a Chartered Accountant (CA) and also holds Masters in Financial Management from Jamnalal Bajaj Institute of Management Studies, Mumbai. Passionate about Equity investing and likes reading on Global developments impacting on Equity markets
Fund manager

yogesh budhwani

Fund Manager
EQUITYStrategies

Yogesh Budhwani, based in Mumbai, MH, IN, is currently a Joint Assistant Vice President at HDFC Amc. Yogesh Budhwani holds a The Institute of Chartered Accountants of India.

Yogesh Budhwani, based in Mumbai, MH, IN, is currently a Joint Assistant Vice President at HDFC Amc. Yogesh Budhwani holds a The Institute of Chartered Accountants of India.
1OF2

What is this fund's investment objective?

The portfolio manager aims to create a portfolio of stocks based on a proprietary scoring model

How has All Cap Portfolio - DPMS performed?

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Wealth Creation Calculator

1M IA return
2.66%
1M benchmark return
1.73%
Alpha
0.93%
1M Wealth multiple
1.03x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
2.66%
1M benchmark return
1.73%
Alpha
0.93%
1M Wealth multiple
1.03x

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