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  2. HDFC Dynamic PE Ratio Fund of Funds - Regular Growth

HDFC Dynamic PE Ratio Fund of Funds - Regular Growth

Category: Hybrid Debt Oriented (Fund of Funds)
Launch Date: 06-02-2012
Asset Class: Mixed Asset
Benchmark: Crisil Balanced Fund Aggressive Index
Expense Ratio: 1.07% As on (30-09-2017)
Status: Open Ended Schemes(Fund of Funds - Domestic) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 23.2 Cr As on (30-04-2018)
Turn over: -
NAV as on 25-05-2018

17.6238

0.08 (0.4613%)

CAGR Since Inception

9.41%

PERFORMANCE of HDFC Dynamic PE Ratio Fund of Funds - Regular Growth

Scheme Performance (%)

Data as on - 25-05-2018

Yearly Performance (%)

Fund Managers

Mr. Anil Bamboli, Mr. 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. Prior to joining HDFC AMC he has worked with SBI Fund Management for 11 years.

Investment Objective

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

RETURNS CALCULATOR for HDFC Dynamic PE Ratio Fund of Funds - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HDFC Dynamic PE Ratio Fund of Funds - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Dynamic PE Ratio Fund of Funds - Regular Growth 12.02 0.87 -1.09 1.5 - 2.95
Hybrid Debt Oriented (Fund of Funds) - - - - - -

PEER COMPARISION of HDFC Dynamic PE Ratio Fund of Funds - Regular Growth

Period
Data as on - 25-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Dynamic PE Ratio Fund of Funds - Regular Growth 06-02-2012 4.24 14.58 8.7 8.73 0.0
HSBC Managed Solutions - Growth - Growth 30-04-2014 11.65 16.66 10.79 0.0 0.0
Principal Asset Allocation Fund of Funds - Aggressive Plan - Regular Sub - Plan - Growth 14-12-2015 10.41 15.92 0.0 0.0 0.0
HSBC Managed Solutions - Moderate - Growth 30-04-2014 10.02 14.52 10.24 0.0 0.0
Aditya Birla Sun Life Asset Allocator Multi Manager FoF Scheme - Regular Plan - Growth Option 17-08-2006 8.67 13.62 10.15 14.25 7.51
ICICI Prudential Advisor Series Long Term Saving Plan - Growth 18-12-2003 8.59 14.69 9.88 12.7 10.03
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 8.5 14.27 10.16 14.74 0.0
Principal Asset Allocation Fund of Funds - Moderate Plan - Regular Sub-Plan - Growth 14-12-2015 7.83 11.52 0.0 0.0 0.0
ICICI Prudential Moderate - Growth 18-12-2003 7.35 13.27 9.63 11.9 9.72
Aditya Birla Sun Life Financial Planning Fund - Prudent Plan - Regular Plan - Growth Option 09-05-2011 7.15 10.52 8.24 10.94 0.0

PORTFOLIO ANALYSIS of HDFC Dynamic PE Ratio Fund of Funds - Regular Growth

Asset Allocation (%)

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