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

HDFC Dynamic PE Ratio Fund of Funds - Regular Growth

Category: Fund of Funds-Domestic
Launch Date: 06-02-2012
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
Expense Ratio: 0.93% As on (31-03-2018)
Status: Open Ended Schemes(Other Scheme - FoF Domestic) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 22.15 Cr As on (31-08-2018)
Turn over: -
NAV as on 23-10-2018

17.1372

-0.08 (-0.482%)

CAGR Since Inception

8.35%

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

Scheme Performance (%)

Data as on - 23-10-2018

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
Fund of Funds-Domestic - - - - - -

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

Period
Data as on - 23-10-2018
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 -1.93 4.63 7.17 8.54 0.0
Aditya Birla Sun Life Gold Fund-Growth 20-03-2012 8.91 2.02 6.27 -0.62 0.0
Axis Gold Fund - Growth Option 14-10-2011 8.66 -0.81 4.49 -2.12 0.0
Invesco India Gold Exchange Traded Fund 12-03-2010 8.54 2.04 4.65 0.87 0.0
IDBI Gold Fund 14-08-2012 7.19 0.7 3.07 -0.22 0.0
Quantum Gold Savings Fund - Regular Plan Growth Option 01-04-2017 6.98 0.0 0.0 0.0 0.0
ICICI Prudential Regular Gold Savings Fund - Growth 11-10-2011 6.89 2.06 4.68 -0.6 0.0
SBI Gold Fund Regular Plan - Growth 12-09-2011 6.85 1.66 4.39 -1.27 0.0
Kotak Gold Fund Growth 18-03-2011 6.8 0.56 4.9 -1.23 0.0
HDFC Gold Fund - Growth Option 01-11-2011 6.75 1.19 4.44 -1.03 0.0

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

Asset Allocation (%)

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