- Mutual Funds
- HDFC Mutual Funds
- HDFC Dynamic Debt Plan (PIDCW-6M)
Formerly HDFC Dynamic Debt HY DP
HDFC Dynamic Debt Plan (PIDCW-6M)
₹ 11.6595
NAV (Sep 22)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.6595
NAV (Sep 22)
Fund Returns
Last 1Y | 6.4% |
Last 3Y | 5.6% |
Last 5Y | 5.3% |
Last 10Y | 5.6% |
Since Inception | 5.9% |
6 Month CAGR | 3.8% |
Scheme Information
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 | 1.72 |
Launched (21y ago) | Jan 01, 2002 |
AUM in Crores | 645.136 |
ISIN | INF179K01855 |
Lock-in | No Lock-in |
Benchmark | CRISIL Dynamic Bond TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 3.4 |
Standard Deviation (5yr) | 3.6 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.243 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.52 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Dynamic Debt Plan (PIDCW-6M) | 8,32,037 | 99,425 | 5.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
7.26% govt stock 2032
15.2%7.26% govt stock 2033
13.2%7.93% govt stock 2034
13.2%7.1% govt stock 2029
12.3%7.17% govt stock 2028
11.6%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 44,468 cr | ||
₹ 18,357 cr | ||
₹ 10,408 cr | ||
₹ 14,357 cr | ||
₹ 9,121 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
31.6% | 12.5% | ||
3.5% | 5.2% | ||
5.8% | 7.8% | ||
4.4% | 5.8% | ||
6.4% | 5.9% |
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 5.9% over a period of 21 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, Priya Ranjan.
Nav of HDFC Dynamic Debt Plan (PIDCW-6M) as of 9/22/2023 is ₹11.66 with the total AUM as of 9/23/2023 is ₹645.136. 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 CRISIL Dynamic Bond TR INR.
HDFC Dynamic Debt Plan (PIDCW-6M) is rated as a 3 fund in Debt and delivered 6.4% 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)?
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 Neutral 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 1.72% for regular plan.