Monday, August 22, 2016

HDFC Dual Advantage Fund Series

Invest HDFC Dual Advantage Fund Series Online

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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