NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

HDFC Dynamic PE Ratio Fund of Funds- Plan A Growth for NRI [39.73]

Min Investment

100

Fund Size

48.97 Cr

Expense Ratio

1.0%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

39.73

0.04%

NAV as on 18 Dec 24, 12:00 AM

high risk

fund of funds

fof

NAV as on 18 Dec 24, 12:00 AM

high risk

fund of funds

fof

13.70%p.a.

Last 1Y

14.48%p.a.

Last 3Y

15.71%p.a.

Last 5Y

11.29%p.a.

Since Inception

About HDFC Dynamic PE Ratio Fund of Funds- Plan A Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the HDFC Dynamic PE Ratio Fund of Funds- Plan A Growth scheme from HDFC Asset Management Co Ltd. It is a Fund of Funds mutual fund scheme that predominantly invests in Fund of Funds stocks of companies. Launched on Feb 2012, HDFC Dynamic PE Ratio Fund of Funds- Plan A Growth is Fund of Funds fund of its category with 48.97 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Fund of Funds funds.

  • HDFC Dynamic PE Ratio Fund of Funds- Plan A Growth delivered 13.7% annual returns during the last year. It has delivered 11.3% average annual returns since the fund was launched.
  • HDFC Dynamic PE Ratio Fund of Funds- Plan A Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in fof

Fund Objective

To seek capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund.

Top 9 Holdings

HDFC Top 100 Dir Gr

18.21%

HDFC Small Cap Dir Gr

14.61%

HDFC Mid-Cap Opportunities Dir Gr

14.14%

HDFC M/T Debt Dir Gr

12.01%

HDFC S/T Debt Dir Gr

12.00%

HDFC Corporate Bond Dir Gr

11.89%

HDFC Dynamic Debt Dir Gr

7.25%

HDFC Income Dir Gr

6.92%

HDFC Low Duration Dir Gr

1.32%

Fund Managers

  1. Anil Bamboli (Jun 2014 - Present)
  2. Srinivasan Ramamurthy (Jan 2022 - Present)

Key Information

View Scheme Document

HDFC Dynamic PE Ratio Fund of Funds- Plan A Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on HDFC Dynamic PE Ratio Fund of Funds- Plan A Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in HDFC Dynamic PE Ratio Fund of Funds- Plan A Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in HDFC Dynamic PE Ratio Fund of Funds- Plan A Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions