HDFC Dual Advantage Fund - Series

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The details of the " HDFC Dual Advantage Fund - Series II- 1099 D  March 2016 "- NFO for your reference and consideration.

Key Scheme Details:

Portfolio comprising a judicious mix of Debt securities & money market instruments and also equity and equity related instruments   

·          The debt portion of the scheme will aim to provide relatively stable return while the equity portion will aim to generate capital appreciation

 

·          Approximately 88% of the portfolio shall be invested in debt and money market instruments which would be targeted to reach 100% of the original investment over the tenure of the Plan and remaining corpus would be invested in equity and equity related instruments to achieve capital appreciation.

 

·          Suitable for Investors who do not want to take interest rate risk and want to earn prevailing yields over the tenure of the Plan

 

·          Investors can take benefit of indexation and get an opportunity to earn better tax adjusted returns

 

Name of the Plan	New Fund Offer Opens on	New Fund Offer Closes on	Tenure	Fund Managers	Benchmark
HDFC DAF - II -1099 D March      2016	March 23, 2016	April 05,2016	1099 days from the date of allotment	DEBT-Mr . Anil Bamboli EQUITY- Mr. Krishan Kumar Daga	CRISIL Debt Hybrid 75+25 Fund Index

Asset Allocation Pattern of the scheme

 

	(% of Net Assets)
Instruments	AAA/A1 +	AA	Not Applicable
Debt and Money Market Instruments
Certificate of Deposit (CDs)	0-5	-	-
Commercial Papers (CPs)	0-5	-	-
Non - Convertible Debentures (NCDs)*	62-67	20-25	-
Government Securities/ Treasury Bills/ CBLO/ Reverse Repos/units of highest rated debt or liquid mutual fund schemes	-	-	0-5
Equity and Equity related Instruments (including equity derivatives)	-	-	0-13

*Includes CDs issued by select All-India Financial Institutions permitted by RBI from time to time.

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