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  • HDFC Dynamic Debt Plan (PIDCW-6M)

Formerly HDFC Dynamic Debt HY DP

HDFC Mutual Funds

HDFC Dynamic Debt Plan (PIDCW-6M)

DebtDynamic Bond
Top Ranked

11.5699

NAV (Jun 18)

5.2%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within dynamic bond mutual funds.

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

Good

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

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

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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

11.5699

NAV (Jun 18)

Fund Returns

Last 1Y
7.4%
Last 3Y
6.5%
Last 5Y
6.6%
Last 10Y
6.8%
Since Inception
8.1%
6 Month CAGR
4.4%

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
1.54
Launched (22y ago)
Jan 01, 2002
AUM in Crores
679.404
ISIN
INF179K01855
Lock-in
No Lock-in
Benchmark
Nifty Composite Debt TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
3.8
Standard Deviation (5yr)
3.4
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.094
Sharpe Ratio (5yr)
0.079
YTM
7.36333
Fund Managers

Dhruv Muchhal

Fund Manager

Anil Bamboli

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Dynamic Debt Plan (PIDCW-6M)70%8,36,128 1,03,5165.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-06-18

Top Debt Holdings

7.18% govt stock 2033

15.6%
15.6%

7.3% govt stock 2053

14.3%
14.3%

7.26% govt stock 2032

10.1%
10.1%

7.26% govt stock 2033

8.9%
8.9%

7.18% govt stock 2037

7.4%
7.4%
See all holdings

Allocation by Sector

financial services

1.7%
1.7%
See all sectors

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

₹ 10,797 cr

₹ 5,001 cr

₹ 46,422 cr

₹ 14,535 cr

₹ 15,157 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 701,995 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 62 equity,190 debt and 30 hybrid funds.amc-img
phone-img1800 3010 6767/ 1800 419 7676 (Toll-free)
Fund NameScripbox Opinion
Till Date CAGR

25.4%

13.3%

12.7%

6.4%

6%

7.8%

5.3%

5.9%

6.4%

6%

HDFC Dynamic Debt Plan (PIDCW-6M) Review

HDFC Dynamic Debt Plan (PIDCW-6M) is a Dynamic Bond Debt fund and has delivered an annualised return of 5.8% over a period of 22 years. The fund was previously known as HDFC Dynamic Debt HY DP. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Anil Bamboli, Dhruv Muchhal.

Nav of HDFC Dynamic Debt Plan (PIDCW-6M) as of 6/18/2024 is ₹11.57 with the total AUM as of 6/19/2024 is ₹679.404. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Dynamic Debt Plan (PIDCW-6M) was launched on Jan 01, 2002. The category risk of the fund is Moderate Risk.

The minimum SIP amount for HDFC Dynamic Debt Plan (PIDCW-6M) 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 (PIDCW-6M) 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 Nifty Composite Debt TR INR.

HDFC Dynamic Debt Plan (PIDCW-6M) is rated as a 4 fund in Debt and delivered 3.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Dynamic Debt Plan (PIDCW-6M).

Frequently Asked Questions

What is HDFC Dynamic Debt Plan (PIDCW-6M)?

HDFC Dynamic Debt Plan (PIDCW-6M) 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 (PIDCW-6M)?

You can invest in HDFC Dynamic Debt Plan (PIDCW-6M) 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 (PIDCW-6M)?

The minimum sip amount for HDFC Dynamic Debt Plan (PIDCW-6M) is ₹1000. You can invest in multiples of ₹5000.

Is HDFC Dynamic Debt Plan (PIDCW-6M) good to invest in?

As per Scripbox experts, HDFC Dynamic Debt Plan (PIDCW-6M) is a Top Ranked fund. You can investHDFC Dynamic Debt Plan (PIDCW-6M) 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 (PIDCW-6M)?

The expense ratio of the HDFC Dynamic Debt Plan (PIDCW-6M) is 1.54% for regular plan.