- Mutual Funds
- HDFC Mutual Funds
- HDFC Dynamic PE Ratio Fund of Funds Plan A (Growth)
Formerly Morgan Stanley Multi Asset A Gr
HDFC Dynamic PE Ratio Fund of Funds Plan A (Growth)
₹ 32.6204
NAV (Sep 22)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 32.6204
NAV (Sep 22)
Fund Returns
Last 1Y | 17.2% |
Last 3Y | 18.6% |
Last 5Y | 12.8% |
Last 10Y | 11.2% |
Since Inception | 10.7% |
6 Month CAGR | 15.4% |
Scheme Information
To seek capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund.
Expense Ratio | 0 |
Launched (11y ago) | Feb 06, 2012 |
AUM in Crores | 37.195 |
ISIN | INF179KA1SF8 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 7.4 |
Standard Deviation (5yr) | 11.8 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.696 |
Sharpe Ratio (5yr) | 0.595 |
YTM | 7.74237 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Dynamic PE Ratio Fund of Funds Plan A (Growth) | 10,05,114 | 2,72,502 | 12.8% | |
| 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 Stock Holdings
hdfc small cap dir gr
18.5%hdfc mid-cap opportunities dir gr
16.9%hdfc top 100 dir gr
15.7%hdfc m/t debt dir gr
14.3%hdfc s/t debt dir gr
12.5%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 9,394 cr | ||
₹ 25,274 cr | ||
₹ 1,335 cr | ||
₹ 978 cr | ||
₹ 2,901 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 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 10.7% over a period of 11 years. The fund was previously known as Morgan Stanley Multi Asset A Gr. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Anil Bamboli, Srinivasan Ramamurthy.
Nav of HDFC Dynamic PE Ratio Fund of Funds Plan A (G) as of 9/22/2023 is ₹32.62 with the total AUM as of 9/23/2023 is ₹37.195. 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)?
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.