The HDFC Growth for GOOD Portfolio has been developed to cater to investors who prioritize ethical principles, disciplined research, and sustainable growth in their investment decisions. The investment approach aims to identify and invest in companies that demonstrate strong governance standards, transparency, constructive societal impact, and long-term growth potential. It also focuses on businesses with strong financial quality indicators, including Return on Capital Employed (ROCE), Return on Equity (ROE), Earnings Per Share (EPS), Compound Annual Growth Rate (CAGR), and Free Cash Flow (FCF) growth, while emphasizing efficient capital allocation.
A defining feature of the strategy is its commitment to non-harm and sustainability principles. The portfolio will avoid investments in companies whose revenues are predominantly derived from sectors such as defence, alcohol, cigarettes and tobacco products, dairy products, leather products, animal testing, including pharmaceutical companies involved in such practices, meat and poultry industries, businesses associated with animal cruelty, enterprises serving meat or alcohol, and gambling and betting activities. The objective is to ensure that investment decisions remain aligned with ethical and sustainable values.
Commenting on the launch, Navneet Munot, Managing Director and Chief Executive Officer of HDFC AMC, said that investing is not only about creating wealth but also about shaping the future that society seeks to build. He stated that the HDFC Growth for GOOD Portfolio approach aims to invest in businesses that combine sustainable growth with strong governance and responsible conduct. According to him, the strategy is based on the belief that long-term value creation is closely linked to outcomes that are beneficial for the planet, people, and society.
Ashish Jagnani, Senior Fund Manager – PMS and AIF at HDFC AMC, said the HDFC Growth for GOOD Portfolio seeks to follow ethical principles, rigorous research, and a sustainable growth framework with the objective of delivering healthy risk-adjusted returns over the long term.
HDFC Asset Management Company Limited, acting as the Portfolio Manager, was incorporated under the Companies Act, 1956, on December 10, 1999. The company was registered with the Securities and Exchange Board of India under registration number PM/INP000000506 on December 22, 2000, to provide portfolio management services.
The company offers discretionary, non-discretionary, advisory, and co-investment services through its Portfolio Management Services platform. As of March 31, 2026, HDFC AMC PMS managed assets worth ₹10,573.10 crore across its various investment approaches.
HDFC AMC PMS also provides a direct onboarding facility for clients who wish to access portfolio management services without the involvement of intermediaries engaged in distribution services.
The launch of the HDFC Growth for GOOD Portfolio marks a significant step in the evolution of value-based investing in India, reflecting the growing demand for investment solutions that seek to balance long-term wealth creation with sustainability, responsible governance, and positive societal impact.
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