HDFC Dynamic PE Ratio Fund
100
Min SIP
100
Min Lumpsum
0.22 %
Expense Ratio
Rating
32
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 17.4% | 21.2% | 12.3% | 11.2% | ||||
| Category Average | 13.5% | 24.3% | 13.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Small Cap Fund - Direct (G)
HDFC Top 100 Fund - Direct (G)
HDFC Mid-Cap Opportunities Fund - Direct (G)
HDFC Medium Term Debt Fund - Direct (G)
HDFC Short Term Debt Fund - Direct (G)
Others
Advance Ratio
0.79
Alpha
2.44
SD
0.46
Beta
0.68
Sharpe
Exit Load
| Exit Load | 1% - If redeemed on or before the expiry of 1 years from the date of allotment. Nil - If redeemed after the expiry of 1 years from the date allotment. |
|---|
Fund Objective
To seek capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund.
Fund Managers
Srinivasan Ramamurthy - Fund Manager
Mr Srinivasan Ramamurthy is an engineer by qualification from Jadavpur University and has completed his MBA from IIM – Calcutta. Before joining HDFC Asset Management Company Limited, he worked with other known fund houses, including Mahindra Mutual Fund, IDBI Federal Life Insurance, IIFL Capital Limited, Maybank Kim Eng, Credit Suisse and KPMG Advisory. He manages 19 schemes in total with an AUM of ₹11,782 Cr.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Other .
- FoFs Domestic .
-
- 92
-
16.6%Fund Size - 92
-
7.6%Fund Size - 92
-
13.1%Fund Size - 92
-
- Other .
- FoFs Domestic .
-
- 711
-
17%Fund Size - 711
-
7.6%Fund Size - 711
-
13.1%Fund Size - 711
-
- Other .
- FoFs Domestic .
-
- 1,533
-
16.2%Fund Size - 1,533
-
7.6%Fund Size - 1,533
-
13.6%Fund Size - 1,533
-
- Other .
- FoFs Domestic .
-
- 1,555
-
16.6%Fund Size - 1,555
-
7.5%Fund Size - 1,555
-
13.1%Fund Size - 1,555
-
- Other .
- FoFs Domestic .
-
- 148
-
8.1%Fund Size - 148
-
6.3%Fund Size - 148
-
7.3%Fund Size - 148
AMC Contact Details
HDFC Mutual Fund
AUM:
4,18,852 Cr
Address:
HDFC House, 2nd Flr, H.T.Parekh Marg,
165-166, Backbay Reclamation,
Churchgate, Mumbai - 400 020.
Contact:
022 - 6631 6333
Email ID:
cliser@hdfcfund.com
Frequently Asked Questions
How to invest in HDFC Dynamic PE Ratio Fund ?
You can invest in HDFC Dynamic PE Ratio Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC Dynamic PE Ratio Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HDFC Dynamic PE Ratio Fund ?
The NAV of HDFC Dynamic PE Ratio Fund is ₹32.6 as of 02 June 2023.
How to redeem HDFC Dynamic PE Ratio Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of HDFC Dynamic PE Ratio Fund?
The minimum SIP amount of HDFC Dynamic PE Ratio Fund is ₹100
What are the top sectors HDFC Dynamic PE Ratio Fund has invested in??
The top sectors HDFC Dynamic PE Ratio Fund has invested in are
- HDFC Small Cap Fund - Direct (G) - 18.95%
- HDFC Top 100 Fund - Direct (G) - 18.23%
- HDFC Mid-Cap Opportunities Fund - Direct (G) - 18.16%
- HDFC Medium Term Debt Fund - Direct (G) - 13.37%
- HDFC Short Term Debt Fund - Direct (G) - 10.79%
How much returns have HDFC Dynamic PE Ratio Fund generated ?
The HDFC Dynamic PE Ratio Fund has delivered 11.2% since inception
What is the expense ratio of HDFC Dynamic PE Ratio Fund ?
The expense ratio of HDFC Dynamic PE Ratio Fund is 0.22 % as of 02 June 2023.
What is the AUM of HDFC Dynamic PE Ratio Fund?
The AUM of HDFC Dynamic PE Ratio Fund is ₹4,18,852 Cr as of 02 June 2023
What are the top stock holdings of HDFC Dynamic PE Ratio Fund?
The top stock holdings of HDFC Dynamic PE Ratio Fund are
- HDFC Small Cap Fund - Direct (G) - 18.95%
- HDFC Top 100 Fund - Direct (G) - 18.23%
- HDFC Mid-Cap Opportunities Fund - Direct (G) - 18.16%
- HDFC Medium Term Debt Fund - Direct (G) - 13.37%
- HDFC Short Term Debt Fund - Direct (G) - 10.79%