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  • 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

36.2994

NAV (Apr 22)

14.3%
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

36.2994

NAV (Apr 22)

Fund Returns

Last 1Y
26%
Last 3Y
16.6%
Last 5Y
14.3%
Last 10Y
11.9%
Since Inception
11.1%
6 Month CAGR
10.9%

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 (12y ago)
Feb 06, 2012
AUM in Crores
43.430
ISIN
INF179KA1SF8
Lock-in
No Lock-in
Benchmark
Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
6.8
Standard Deviation (5yr)
11.4
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.496
Sharpe Ratio (5yr)
0.753
YTM
7.72369
Fund Managers

Srinivasan Ramamurthy

Fund Manager

Anil Bamboli

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Dynamic PE Ratio Fund of Funds Plan A (Growth)70%10,45,123 3,12,51114.3%
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.

Asset allocation and Holdings

Last updated on 2024-04-22

Top Stock Holdings

hdfc top 100 dir gr

17.6%
17.6%

hdfc small cap dir gr

14.2%
14.2%

hdfc mid-cap opportunities dir gr

13.9%
13.9%

hdfc m/t debt dir gr

12.8%
12.8%

hdfc s/t debt dir gr

12.1%
12.1%
See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 10,737 cr

₹ 33,502 cr

₹ 8,943 cr

₹ 3,417 cr

₹ 1,868 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 646,964 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 62 equity,190 debt and 30 hybrid funds.amc-img
phone-img1800 3010 6767/ 1800 419 7676 (Toll-free)
Fund NameScripbox Opinion
Till Date CAGR
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

27.1%

13%

13.9%

6.7%

6%

7.8%

5.1%

5.9%

6.6%

6%

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 11.1% over a period of 12 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 4/22/2024 is ₹36.30 with the total AUM as of 4/23/2024 is ₹43.43. 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 instruments 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.