HDFC Dynamic PE Ratio Fund Of Funds (Hybrid, Asset Allocation)

17.2
10.28%
NA
Capital Growth and Income
Medium Horizon
Moderately High
2.30%
5 yrs 7 months06 Feb 2012
₹ 22.23 Cr21 Aug 2017

Similar Funds

BSL Asset Allocator Multi Manager FoF Scheme
  • Return (CAGR) 9.53%
  • Crisil Ranking NA
  • Value Research NA
Principal Smart Equity Fund
  • Return (CAGR) 10.29%
  • Crisil Ranking NA
  • Value Research
Franklin India Dynamic P E Ratio Fund Of Funds
  • Return (CAGR) 15.67%
  • Crisil Ranking NA
  • Value Research
DSP BlackRock Dynamic Asset Allocation Fund
  • Return (CAGR) 10.14%
  • Crisil Ranking NA
  • Value Research

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

In respect of each purchase / switch - in of units, an exit load of 1.5% is payable if units are redeemed / switched out within 12 months from the date of allotment

Investment Objective

The Scheme seeks capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund.
TenureReturns (CAGR)
YTD
15.67
3 Month
1.31
1 YR
13.71
2 YR
10.69
3 YR
11.49
TenureReturns (CAGR)
1 YR
14.05
2 YR
16.63
3 YR
12.58
5 YR
11.53

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial17.41
Construction7.61
Engineering4.88
Energy4.66
Technology3.35
Automobile3.25
Services2.05
Metals1.92
Healthcare1.72
Chemicals1.48

Indicators

Standard Deviation12.02%
Beta1.23%
Sharpe Ratio0.77

Anil Bamboli,Miten Lathia

Mr. Bamboli is a CFA from Association for Investment Management and Research, U.S.A, Masters in Management Studies (Finance) and a Graduate in Cost and Works Accountant from ICWAI.Mr. Lathia is a B.Com (H) and CFA.
Prior to joining HDFC AMC he has worked with SBI Fund Management for 11 years. Prior to joining HDFC AMC he has worked with BRICS Securities Ltd., Enam Securities Pvt. Ltd. and SSKI Securities Pvt. Ltd.
© CRISIL Limited 2017. All Rights Reserved