• Mutual Funds
  • HDFC Mutual Funds
  • HDFC Dynamic PE Ratio Fund of Funds Plan A (Growth)

Formerly Morgan Stanley Multi Asset A Gr

HDFC Mutual Funds

HDFC Dynamic PE Ratio Fund of Funds Plan A (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

28.6922

NAV (Dec 02)

9.7%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

28.6922

NAV (Dec 2)

Fund Returns

Last 1Y

9.1%

Last 3Y

14.7%

Last 5Y

9.7%

Last 10Y

10.3%

Since Inception

10.2%

6 Month CAGR

10.8%

Scheme Information

Investment Objective

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

Expense Ratio

0

Launched (10y ago)

Feb 06, 2012

AUM in Crores

30.413

ISIN

INF179KA1SF8

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

13.9

Standard Deviation (5yr)

12.1

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.745

Sharpe Ratio (5yr)

0.397

YTM

7.68031

Fund Managers

Srinivasan Ramamurthy

Fund Manager

Anil Bamboli

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

hdfc small cap dir gr

19.5%
19.5%

hdfc mid-cap opportunities dir gr

18.9%
18.9%

hdfc top 100 dir gr

18.8%
18.8%

hdfc m/t debt dir gr

12.2%
12.2%

hdfc s/t debt dir gr

9.6%
9.6%
See all holdings

Compare HDFC Dynamic PE Ratio Fund of Funds Plan A (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 761 cr

₹ 428 cr

₹ 2,759 cr

₹ 406 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 482,534 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,120 debt and 23 hybrid funds.

amc-img

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

    11%

    4.7%

    5.9%

    7.8%

    3.6%

    5.8%

    6.3%

    5.8%

    5.3%

    5.3%

    HDFC Dynamic PE Ratio Fund of Funds Plan A (G) Review

    HDFC Dynamic PE Ratio Fund of Funds Plan A (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 10.2% over a period of 10 years. The fund was previously known as Morgan Stanley Multi Asset A Gr. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Anil Bamboli, Srinivasan Ramamurthy.

    Nav of HDFC Dynamic PE Ratio Fund of Funds Plan A (G) as of 12/2/2022 is ₹28.69 with the total AUM as of 12/4/2022 is ₹30.413. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Dynamic PE Ratio Fund of Funds Plan A (G) was launched on Feb 06, 2012. The category risk of the fund is High Risk.

    The minimum SIP amount for HDFC Dynamic PE Ratio Fund of Funds Plan A (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.

    Frequently Asked Questions

    What is HDFC Dynamic PE Ratio Fund of Funds Plan A (G)?

    HDFC Dynamic PE Ratio Fund of Funds Plan A (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in HDFC Dynamic PE Ratio Fund of Funds Plan A (G)?

    You can invest in HDFC Dynamic PE Ratio Fund of Funds Plan A (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 PE Ratio Fund of Funds Plan A (G)?

    The minimum sip amount for HDFC Dynamic PE Ratio Fund of Funds Plan A (G) is ₹1000. You can invest in multiples of ₹5000.

    Is HDFC Dynamic PE Ratio Fund of Funds Plan A (G) good to invest in?

    As per Scripbox experts, HDFC Dynamic PE Ratio Fund of Funds Plan A (G) is a Not Reviewed Yet fund. You can investHDFC Dynamic PE Ratio Fund of Funds Plan A (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 PE Ratio Fund of Funds Plan A (G)?

    The expense ratio of the HDFC Dynamic PE Ratio Fund of Funds Plan A (G) is % for regular plan.