HDFC Dynamic PE Ratio Fund of Funds Regular Dividend+0.21%

4Groww
5.76%
1 Year Return
Others
FoF Domestic
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

HDFC Dynamic PE Ratio Fund of Funds Regular Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.00%
NAV16.09 (15 Oct 2019)
Fund Started30 Jun 2014
Fund Size22 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HDFC Dynamic PE Ratio Fund of Funds Regular Dividend
5.8%
5.9%
7.8%
8.2%
Category Average
3.2%
5.5%
6.8%
-
Rank within category
7
2
3
-
*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
    30
    with 5.8% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Top 100 Fund Direct Plan-GrowthFinancialMutual Fund30.5%
    HDFC Banking and PSU Debt Fund Direct-GrowthFinancialMutual Fund15.3%
    HDFC Short Term Debt Fund Direct Plan-GrowthFinancialMutual Fund13.6%
    HDFC Mid-Cap Opportunities Fund - Direct PlanFinancialMutual Fund12.4%
    HDFC Dynamic Debt Fund Direct Plan-GrowthFinancialMutual Fund10.1%
    HDFC Small Cap Fund Direct- GrowthFinancialMutual Fund9.5%
    HDFC Corporate Bond Fund Direct Plan-GrowthFinancialMutual Fund4.7%
    HDFC Medium Term Debt Fund Direct Plan-GrowthFinancialMutual Fund3.1%
    See All

    Fund Managers

    addAnil Bamboli
    Education
    Mr. Bamboli is a CFA from Association for Investment Management and Research, U.S.A, Masters in Management Studies (Finance) and a Graduate in Cost and Works Accountant from ICWAI.
    Experience
    Prior to joining HDFC AMC he has worked with SBI Fund Management for 11 years.
    Funds Managed

    Other Details

    HDFC Dynamic PE Ratio Fund of Funds Regular Dividend is a Others Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was introduced to investors on 30 Jun 2014. Anil Bamboli, Miten Lathia is the Current Fund Manager of HDFC Dynamic PE Ratio Fund of Funds Regular Dividend.The fund currently has an Asset Under Management(AUM) of ₹22 Cr and the Latest NAV as of 15 Oct 2019 is ₹16.09.

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

    Investment Objective

    The Scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation throughlimited exposure to equity and equity related instruments.

    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
    29 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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