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HDFC Dynamic PE Ratio Fund of Funds Regular Growth+0.61%

10.65%
1 Year Return
Others
FoF Domestic
4.0star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Dynamic PE Ratio Fund of Funds Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.00%
NAV21.01 (27 Nov 2020)
Fund Started06 Feb 2012
Fund Size16 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
10.7%
4.7%
8.9%
8.8%
Category Average
9.2%
5.7%
8.0%
-
Rank Within Category
9
8
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 10.7% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 5Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    7. Risk-adjusted returns are lower compared to the category
    8. 3Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Medium Term Debt Fund Direct Plan-GrowthFinancialMutual Fund17.1%
    HDFC Small Cap Fund Direct- GrowthFinancialMutual Fund15.7%
    HDFC Corporate Bond Fund Direct Plan-GrowthFinancialMutual Fund15.2%
    HDFC Mid-Cap Opportunities Fund - Direct PlanFinancialMutual Fund15.2%
    HDFC Dynamic Debt Fund Direct Plan-GrowthFinancialMutual Fund14.8%
    HDFC Top 100 Fund Direct Plan-GrowthFinancialMutual Fund13.4%
    HDFC Short Term Debt Fund Direct Plan-GrowthFinancialMutual Fund7.0%

    Fund Managers

    Anil Bamboli
    keyboard_arrow_down
    Amit Ganatra
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    HDFC Dynamic PE Ratio Fund of Funds Regular Growth Details

    HDFC Dynamic PE Ratio Fund of Funds Regular Growth is a Others Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 06 Feb 2012. Anil Bamboli, Miten Lathia is the Current Fund Manager of HDFC Dynamic PE Ratio Fund of Funds Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹16 Cr and the Latest NAV as of 27 Nov 2020 is ₹21.01.

    The HDFC Dynamic PE Ratio Fund of Funds Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The Scheme seeks capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year.
    Exit Load

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    About HDFC Mutual Fund

    Address
    “HDFC House”, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
    Phone
    022 6631 6333
    Launch Date
    30 Jun 2000
    Website
    NA
    HDFC Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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