• right-arrow
  • Mutual Funds
    right-arrow
  • HDFC Mutual Funds
    right-arrow
  • HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (RIDCW-Q)

Formerly HDFC Dynamic PE Ratio FOFs A Qt DR

HDFC Mutual Funds

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

HybridMulti Asset Allocation

23.4579

NAV (Oct 13)

11.7%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

9 Years.

Relative Size

30 Cr.

Category View

.

Consistency Of Performance

.

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

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

No single fund can achieve what a plan can. Learn why

chart-amc-about

Historical NAV

23.4579

NAV (Oct 13)

Fund Returns

Last 1Y
35.4%
Last 3Y
15.6%
Last 5Y
11.7%
Last 10Y
NA
Since Inception
10.3%
6 Month CAGR
16.7%
info-icon-blue

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
29.083
ISIN
INF179KA1SH4
Lock-in
No Lock-in
Benchmark
IISL Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Amit Ganatra

Fund Manager

user-avatar

Anil Bamboli

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

build-long-item-wealth-img

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

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,153 cr

5

₹ 18,652 cr

5

₹ 3,380 cr

5

₹ 1,957 cr

5

₹ 2,661 cr

5

amc-icon

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 471,319 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.

amc-img

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

    HDFC Index Nifty 50 fund (G)

    recommended-badge

    20.8%

    15.6%

    top-ranked-badge

    23.9%

    17.1%

    top-ranked-badge

    7.1%

    7.2%

    top-ranked-badge

    7.8%

    8.1%

    top-ranked-badge

    21.1%

    15.8%

    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

    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

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

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

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

    HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (RIDCW-Q) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 10.3% over a period of 9 years. The fund was previously known as HDFC Dynamic PE Ratio FOFs A Qt DR . 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 (RIDCW-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 (RIDCW-Q) NAV,AUM,Risk

    The HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (RIDCW-Q) fund was launched on Feb 06, 2012. The NAV (Net Asset Value) of this Multi Asset Allocation Hybrid fund as of 2021-10-13 is ₹23.46. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹29.083. The category risk of the HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (RIDCW-Q) fund is High Risk. The fund charges null % as expense ratio.

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

    The fund’s highest allocation is towards Debt and has invested 43.6% in this asset class. The top three holdings of the fund are , hdfc small cap dir gr , hdfc mid-cap opportunities dir gr , hdfc s/t debt dir gr , hdfc m/t debt dir gr , hdfc top 100 dir gr , hdfc corporate bond dir gr , hdfc low duration dir gr , hdfc dynamic debt dir gr , treps - tri-party repo , reverse repo , net current assets

    HDFC Dynamic PE Ratio Fund of Funds Plan A Inc Dist cum Cap Wdrl Opt (RIDCW-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.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.