NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹38.78
0.28%
NAV as on 19 Nov 24, 12:00 AM
high risk
fund of funds
fof
NAV as on 19 Nov 24, 12:00 AM
high risk
fund of funds
fof
16.24%p.a.
Last 1Y
13.59%p.a.
Last 3Y
15.42%p.a.
Last 5Y
11.35%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 48.49 Cr fund under management as on Nov 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 16.2% 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
17.93%
HDFC Small Cap Dir Gr
14.72%
HDFC Mid-Cap Opportunities Dir Gr
14.22%
HDFC M/T Debt Dir Gr
12.07%
HDFC S/T Debt Dir Gr
12.05%
HDFC Corporate Bond Dir Gr
11.94%
HDFC Dynamic Debt Dir Gr
7.28%
HDFC Income Dir Gr
6.95%
HDFC Low Duration Dir Gr
1.32%
Fund Managers
- Anil Bamboli (Jun 2014 - Present)
- Srinivasan Ramamurthy (Jan 2022 - Present)
Key Information
View Scheme Document
HDFC Dynamic PE Ratio Fund of Funds- Plan A Growth SIP Calculator
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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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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
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