HDFC Dynamic PE Ratio Fund of Funds - Direct Plan

Scheme Type
Open-ended
Scheme Category
Asset Allocation
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 21.62
Expense Ratio
0.93%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 306360
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
18.5137
(0.17 %)
NAV as on 2018-11-14
Returns
Fund
HDFC Dynamic PE Ratio Fund of Funds - Direct Plan
1 Year
-1.02%
3 Year
10.28%
5 Year
8.45%
AMC Details
amc launch date
Launch Date
30 Jun 2000
amc sponsor
Sponsor
NA
amc email
Email
cliser@hdfcfund.com
amc phone
Phone
022 - 66316333
amc address
Address
HDFC House, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai 400020
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The Scheme seeks capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund.
Suitability
This product is suitable for investors who are seeking
• capital appreciation over long term.
• investment in specified equity and debt schemes of HDFC Mutual Fund based on PE Ratios
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,982
Portfolio Value
-18
Total Returns