HDFC Dynamic PE Ratio Fund of Funds (Hybrid, Hybrid Multi Asset Alloca)

Moderately High
7 yrs 10 monthsStarted on:06 Feb 2012
₹ 22.24 Cras on: 20 Nov 2019
Medium Horizon
2.30%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Scheme seeks capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund.

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

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD5.62
1 Month1.94
3 Month4.39
1 YR7.48
2 YR2.04
3 YR8.04

SIP Returns

TenureReturns (CAGR)
1 YR6.34
2 YR4.64
3 YR5.09
5 YR7.13

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial14.77
Energy8.29
Technology4.99
Construction3.11
Chemicals3.02
Engineering2.91
Healthcare2.9
Services2.78
FMCG2.65
Metals1.7

Indicators

LabelValue
Standard Deviation8.87%
Beta0.95%
Sharpe Ratio0.13

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.