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  • HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (Dividend Payout - Quarterly)

Formerly HDFC Dynamic PE Ratio FOFs A Qt DP

HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (Dividend Payout - Quarterly)

HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (Dividend Payout - Quarterly)

HybridMulti Asset Allocation

22.2273

NAV (Jul 22)

11.6%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

9 Years.

Relative Size

22 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Scheme Information

Investment Objective

To seek capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

High Risk

Expense Ratio
0 %
Launched (9y ago)
Feb 06, 2012
AUM in Crores
₹ 22
ISIN
INF179KA1SG6
Lock-in
No Lock-in
Benchmark
IISL Nifty 50 TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
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Amit Ganatra

Fund Manager

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Anil Bamboli

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Conservative Hybrid

17 Years

Age

5

Track Record

LIC MF Equity Hybrid Fund (G)

LIC MF Equity Hybrid Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

HDFC Hybrid Debt Fund (G)

HDFC Hybrid Debt Fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

amc-icon

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 451,798 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 29 hybrid funds.

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  • tel-amc-about
    1800 3010 6767/ 1800 419 7676 (Toll-free)
  • mail-amc-about
    cliser@hdfcfund.com
  • HDFC Index Nifty 50 fund (G)

    HDFC Index Nifty 50 fund (G)

    Index Funds

    Recommended

    Top Ranked

    ₹ 3,343 Cr

    Fund Size

    13.90%

    5 Year CAGR

    5 Y CAGR

    HDFC Large and Mid Cap Fund (G)

    HDFC Large and Mid Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 2,526 Cr

    Fund Size

    13.40%

    5 Year CAGR

    5 Y CAGR

    HDFC Mid Cap Opportunities Fund (G)

    HDFC Mid Cap Opportunities Fund (G)

    Mid Cap

    Top Ranked

    ₹ 29,507 Cr

    Fund Size

    15.30%

    5 Year CAGR

    5 Y CAGR

    HDFC Low Duration (G)

    HDFC Low Duration (G)

    Low Duration

    Top Ranked

    ₹ 26,073 Cr

    Fund Size

    7.20%

    3 Year CAGR

    3 Y CAGR

    HDFC Floating Rate Debt Wholesale Plan (G)

    HDFC Floating Rate Debt Wholesale Plan (G)

    Floater

    Top Ranked

    ₹ 18,739 Cr

    Fund Size

    7.90%

    3 Year CAGR

    3 Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (D-Q)

    About HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (D-Q)

    HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (D-Q) is a multi asset allocation hybrid fund and has delivered an annualised return of 9.9% over a period of 9 years .The fund was previously known as HDFC Dynamic PE Ratio FOFs A Qt DP.The fund is managed by HDFC Asset Management Company Limited.The fund managers are Amit Ganatra, Anil Bamboli

    HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (D-Q) Investment Objective

    To seek capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund. However, there is no assurance that the objective of the scheme will be realized.

    HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (D-Q) NAV,AUM,Risk

    The HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (D-Q) fund was launched on Feb 06, 2012. The NAV (Net Asset Value) of this multi asset allocation hybrid as of 2021-07-22 is ₹ 22.2273. The total AUM (Asset Under Management) of the fund as of 2021-07-23 is ₹ 21.072. The category risk of the HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (D-Q) fund is High Risk. The fund charges 0.0 % as expense ratio.

    HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (D-Q) Holdings

    The fund’s highest allocation is towards equity and has invested 44.7% in this asset class. The top three holdings of the fund are hdfc small cap dir gr,hdfc mid-cap opportunities dir gr and hdfc s/t debt dir gr

    HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (D-Q) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (D-Q) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 50 TR INR

    HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (D-Q) Review

    HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (D-Q) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (D-Q) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.

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