HDFC Dynamic PE Ratio Fund of Funds - Growth Option

Fund House: HDFC Mutual Fund
Category: Fund of Funds-Domestic-Equity
Launch Date: 06-02-2012
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35
TER: 1.0% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 43.43 Cr As on (31-03-2024)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 1 year.

36.5299

11.18%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India Bond Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 9 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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

Current Asset Allocation (%)

Indicators

Standard Deviation 6.75
Sharpe Ratio 1.51
Alpha 5.54
Beta 0.49
Yield to Maturity -
Average Maturity 2.95

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HDFC Dynamic PE Ratio Fund of Funds - Growth Option 06-02-2012 26.36 17.51 16.8 14.41 12.02
Nippon India Nifty Next 50 Junior BeES FoF - Growth Plan - Growth Option 05-02-2019 64.48 23.19 23.12 18.15 -
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth 01-01-2022 55.87 26.65 - - -
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF - Growth 02-09-2021 53.57 26.22 - - -
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth 05-04-2022 51.03 13.8 - - -
ICICI Prudential India Equity FOF - Growth 05-02-2020 49.43 24.61 26.84 - -
Mirae Asset S&P 500 Top 50 ETF Fund of Fund Regular Growth 22-09-2021 48.94 21.93 - - -
Nippon India Passive Flexicap FoF - Regular Plan - Growth Option 30-12-2020 40.07 19.21 20.2 - -
ICICI Prudential S&P BSE 500 ETF FOF - Growth 02-12-2021 38.12 18.51 - - -
Axis Equity ETFs FOF - Regular Plan - Growth Option 05-02-2022 38.04 18.74 - - -

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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