HDFC Standard Life - Pension Super Plus Fund 2012 | Insurance Fund Overview

NAV / 1-Day Return

27.92 / -0.24%

Total Assets

8.1 Bil

Inception Date

Dec 03, 2012

Expense Ratio

—

Fee Level

—

Load

None

Growth of 10,000

Returns

Asset Class	Net	Short	Long	Cat.	Index
Equity	57.09	0.00	57.09	48.30	–
Fixed Income	41.05	0.00	41.05	48.08	–
Preferred	0.00	0.00	0.00	0.00	–
Convertible	0.00	0.00	0.00	0.00	–
Cash	1.86	0.01	1.87	2.38	–
Other	0.00	0.00	0.00	1.37	–

Stock Style

People

Inception Date

Dec 03, 2012

Number of Managers

Longest Tenure

12.3 Years

Average Tenure

12.3 Years

Advisor(s)

HDFC Life Insurance Co Ltd

Management Team

Badrish Kulhalli

Dec 03, 2012 –Present

Nishit Dholakia

Dec 03, 2012 –Present

Manager Timeline

Male
Female
Non-Binary
Not Disclosed
Not Available

Morningstar Risk & Return

Risk vs. Category

Return vs. Category

Holdings

Portfolio Holdings	# Long	# Short
Equity Holding	39	0
Bond Holding	15	0
Other Holding	1	1
Total Holding	55	1

Equity Holdings

Bond Holdings

Other Holdings

Total Holdings

—

As of —

Women Directors %

Women Executives %

Holdings	% Portfolio Weight	First Bought	Market Value as of Feb 28, 2025	Cur Currency	Share Change %	1-Year Return	Forward P/E	Economic Moat	ESG Risk Rating Assessment	Sector
ICICI Bank Ltd	3.62	Mar 31, 2023	262,764,071	INR Indian Rupee	0.19 % Decrease	24.24	18.80	—	—	Financial Services
Infosys Ltd	3.16	Feb 29, 2024	229,374,162	INR Indian Rupee	0.19 % Decrease	8.12	21.14	Narrow	—	Technology
Reliance Industries Ltd	3.08	May 31, 2020	223,567,221	INR Indian Rupee	0.00 % Decrease	-13.85	—	—	—	Energy
Larsen & Toubro Ltd	2.75	May 31, 2020	199,613,590	INR Indian Rupee	0.14 % Increase	-6.47	—	—	—	Industrials
Bharti Airtel Ltd	2.62	Jun 30, 2020	190,177,311	INR Indian Rupee	0.16 % Increase	41.74	—	—	—	Communication Services
Mahindra & Mahindra Ltd	2.46	Sep 30, 2020	178,563,430	INR Indian Rupee	0.14 % Decrease	39.84	22.22	—	—	Consumer Cyclical
HDFC Bank Ltd	2.19	Feb 28, 2021	158,965,004	INR Indian Rupee	0.37 % Increase	27.61	—	—	—	Financial Services
ITC Ltd	1.85	Feb 29, 2024	134,285,506	INR Indian Rupee	0.03 % Decrease	8.02	—	—	—	Consumer Defensive
Tata Consultancy Services Ltd	1.82	Aug 31, 2023	132,107,903	INR Indian Rupee	0.07 % Decrease	-3.77	22.47	Wide	—	Technology
Bajaj Finance Ltd	1.76	Mar 31, 2023	127,752,698	INR Indian Rupee	0.58 % Decrease	24.09	—	—	—	Financial Services

Holdings	% Portfolio Weight	Market Value as of Feb 28, 2025	Cur Currency	Share Change %	Maturity Date	Coupon Rate	Sector
Embassy Office Parks Reit	7.10	515,365,996	—	—	—	—	Corporate
Cholamandalam Investment & Finance Company Ltd	6.96	505,203,850	—	—	—	—	Corporate
India Grid Trust	5.13	372,370,079	—	—	—	—	Corporate
Iot Utkal Energy Services Limited	4.85	352,045,786	—	—	—	—	Corporate
Hdfc Bank Ltd	4.54	329,543,890	—	—	—	—	Corporate
India (Republic of) 7.06%	3.08	223,567,221	INR Indian Rupee	—	Apr 10, 2028	7.06	Government
Credila Financial Services Limited	2.83	205,420,531	—	—	—	—	Corporate
India (Republic of) 7.38%	2.25	163,320,210	INR Indian Rupee	—	Jun 20, 2027	7.38	Government
Hdb Financial Services Ltd	2.03	147,351,123	—	—	—	—	Corporate
Tamil Nadu (Government of) 7.07%	0.69	50,084,864	INR Indian Rupee	—	Dec 14, 2026	7.07	Government

Holdings	% Portfolio Weight	Market Value	Cur Currency	Prospectus Net Expense Ratio	1-Year Return	Morningstar Rating	Medalist Rating	Total Assets	Morningstar Category
Deposits, Money Mkt Securities And Net Current	1.87	135,737,241	—	—	—	—	—	—	—
Cash	-0.01	-725,868	—	—	—	—	—	—	—

Holdings as of Feb 28, 2025 | The top 55 largest holdings are available for display across Equity, Bond and Other.

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