HDFC Dynamic Term Fund - Direct Plan has delivered 32.95% absolute return over the last 5 years.
The average return for Dynamic Bond funds is 35.58% .
This fund ranks #17 in its category based on 5-year returns.
The largest portfolio holding is 734% GOI MAT 220464 with a portfolio weight of 14.46% .
The fund currently owns more than 40 stocks.
The top 10 holdings account for 64.82% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 7.46% | 3.41% |
| 2 Year Return | 21.50% | 10.20% |
| 3 Year Return | 32.75% | 17.44% |
| 4 Year Return | 46.47% | 26.57% |
| 5 Year Return | 65.73% | 35.58% |
| 6 Year Return | 69.06% | 45.99% |
| 7 Year Return | 106.19% | 58.49% |
| Expense Ratio | 0.74% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
14.46%
|
||
| 2 |
10.60%
|
||
| 3 |
8.85%
|
||
| 4 |
5.13%
|
||
| 5 |
4.96%
|
||
| 6 |
4.96%
|
||
| 7 |
4.61%
|
||
| 8 | Investment Trust |
4.30%
|
|
| 9 | Finance & Investments |
3.94%
|
|
| 10 |
3.01%
|
||
| 11 |
2.93%
|
||
| 12 |
2.25%
|
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
HDFC Dynamic Term Fund - Direct Plan is managed by HDFC and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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