INDProtect

Overview (as on 12 Apr 2021)

NAV

₹12.3728

1y returns

8.008%

Fund AUM

₹422 Cr

Expense Ratio

1.26%

Min Lumpsum

₹5,000

Fund Performance

Calculator

Asset Allocation

Sector Allocation
Cash Equivalent
35.31%
Government
33.06%
Corporate
31.63%
Debt Credit Ratings
AAA
55.38%
AA
31.04%
Below B
13.58%

Key Metrics

Modified Duration 

3.31 yr

Average Maturity 

4.99 yr

Yield to Maturity 

6.1%

Holdings

Fund Details

Investment Objectives
"To generate income / capital appreciation by investing in a range of debt and money market instruments. There is no assurance that the investment objective of the Scheme will be realized."
Scheme Name
HDFC Dynamic Debt Plan Direct Plan Half Yearly Reinvestment Inc Dist cum Cap Wdrl Opt
Scheme Document
Exit Load

For 0 - 6 Months: 0.5%

After 6 Months : 0%

Plan Started
01 January, 2013
Fund Manager
Chirag Dagli
Fund House Details
Fund House
HDFC Asset Management Company Limited
Email
NA
Phone
+912222821144
Address
HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,

Other Related Plans

Peer Funds

HDFC Dynamic Debt Plan Direct Plan Half Yearly ...

NAV

₹12.3728

INDmoney Analysis

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    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    error

    Fund has low quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Chirag Dagli
Chirag Dagli

Manager

Work Experience
"null"
Anand Laddha
Anand Laddha

leader

Work Experience
"null"
Anil Bamboli
Anil Bamboli

manager

Qualifications
B. Com, Grad CWA, MMS (Finance), CFA - CFA Institute USA
Work Experience
"Mr. Anil Bamboli is a senior fund manager - Fixed Income for HDFC. He has over 24 years of experience in fund management, fixed income and income dealing. Previously he was AVP of SBI Fund Management Pvt. Ltd. Anil has a B.Com CWA, MMS Finance and is CFA charterholder."

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