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Thursday, October 13, 2016

HDFC Dual Advantage Fund Series NFO


HDFC Dual Advantage Fund - Series III- 1267 D  October 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


Asset Allocation Pattern of the scheme 


 




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