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  • HDFC Dynamic Debt Plan (Growth)

Formerly HDFC High Interest Dynamic Gr

HDFC Mutual Funds

HDFC Dynamic Debt Plan (Growth)

DebtDynamic Bond

74.9

NAV (Feb 01)

5.9%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in dynamic bond mutual funds.

Dynamic bond funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Dynamic Bond Funds have the flexibility to invest in instruments across duration.The exposure is dependent on the outlook of the Fund Manager.

Such funds are also allowed to invest across the credit quality spectrum.They tend to be exposed to higher credit risk and longer maturity paper which makes them quite volatile.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Rolling Returns

Neutral

The performance of the fund on a Rolling Returns metric has been Neutral

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

74.9

NAV (Feb 1)

Fund Returns

Last 1Y

2.2%

Last 3Y

5.9%

Last 5Y

5.2%

Last 10Y

6.8%

Since Inception

8.1%

6 Month CAGR

2.7%

Scheme Information

Investment Objective

To generate income / capital appreciation by investing in a range of debt and money market instruments. There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio

1.75

Launched (26y ago)

Apr 28, 1997

AUM in Crores

524.928

ISIN

INF179K01848

Lock-in

No Lock-in

Benchmark

CRISIL Dynamic Bond Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

3.7

Standard Deviation (5yr)

3.7

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.445

Sharpe Ratio (5yr)

0

YTM

7.42868

Fund Managers

Priya Ranjan

Fund Manager

Anil Bamboli

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Dynamic Debt Plan (Growth)70%830,002 97,3905.2%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-02-01

Top Debt Holdings

7.69% govt stock 2034

17.7%
17.7%

7.1% govt stock 2029

15.1%
15.1%

7.17% govt stock 2028

14.3%
14.3%

7.01% govt stock 2028

10.3%
10.3%

6.97% govt stock 2026

9.5%
9.5%
See all holdings

Compare HDFC Dynamic Debt Plan (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 52,076 cr

₹ 15,112 cr

₹ 16,307 cr

₹ 13,853 cr

₹ 52,076 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 493,975 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,121 debt and 23 hybrid funds.

amc-img

  • 1800 3010 6767/ 1800 419 7676 (Toll-free)
  • cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10.6%

    5.2%

    5.8%

    7.7%

    3.7%

    5.8%

    6.3%

    5.8%

    9.7%

    6.2%

    HDFC Dynamic Debt Plan (G) Review

    HDFC Dynamic Debt Plan (G) is a Dynamic Bond Debt fund and has delivered an annualised return of 8.1% over a period of 25 years. The fund was previously known as HDFC High Interest Dynamic Gr. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Anil Bamboli, Priya Ranjan.

    Nav of HDFC Dynamic Debt Plan (G) as of 2/1/2023 is ₹74.90 with the total AUM as of 2/2/2023 is ₹524.928. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Dynamic Debt Plan (G) was launched on Apr 28, 1997. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for HDFC Dynamic Debt Plan (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    HDFC Dynamic Debt Plan (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Dynamic Bond Fund TR INR.

    HDFC Dynamic Debt Plan (G) is rated as a 2 fund in Debt and delivered 2.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Dynamic Debt Plan (G).

    Frequently Asked Questions

    What is HDFC Dynamic Debt Plan (G)?

    HDFC Dynamic Debt Plan (G) is a Dynamic Bond Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

    How to invest in HDFC Dynamic Debt Plan (G)?

    You can invest in HDFC Dynamic Debt Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of HDFC Dynamic Debt Plan (G)?

    The minimum sip amount for HDFC Dynamic Debt Plan (G) is ₹1000. You can invest in multiples of ₹5000.

    Is HDFC Dynamic Debt Plan (G) good to invest in?

    As per Scripbox experts, HDFC Dynamic Debt Plan (G) is a Neutral fund. You can investHDFC Dynamic Debt Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the HDFC Dynamic Debt Plan (G)?

    The expense ratio of the HDFC Dynamic Debt Plan (G) is 1.75% for regular plan.