HDFC Dual Advantage Fund Series

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Below the details of the " HDFC Dual Advantage Fund - Series III- 1304 D  August 2016 "- NFO for your reference and consideration.

 

 

Name of the Plan	New Fund Offer Opens on	New Fund Offer Closes on	Tenure	Fund Managers	Benchmark
HDFC DAF - III - 1304 D August 2016	August 19, 2016	September 02,2016	1304 days from the date of allotment	DEBT-Mr. Anil Bamboli EQUITY- Mr, Vinay Kulkarni	CRISIL Debt Hybrid 75+25 Fund Index

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

Asset Allocation Pattern of the scheme

 

	Credit Ratings
Instruments	AAA/P1+	AA	Not Applicable
Debt and Money Market Instruments
Certificate of Deposit (CDs)	0-5	-	-
Commercial Papers (CPs)	0-5	-	-
Non - Convertible Debentures (NCDs)*	63-68	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)	-	-	0-12

 

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

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