HDFC MF Asset Allocator Fund of Funds NFO

HDFC MF, currently the second largest MF house in India, has launched a new Fund of Funds.

NFO - HDFC Asset Allocator Fund (A Fund Of Fund)

Investing in Equity Oriented Schemes 40℅-80℅,  Debt Oriented Schemes 10℅-50℅, Gold fund 10℅-30℅

NFO Opens - 16 April 2021( Friday)

NFO Closes - 30 April 2021(Friday) 

NAV - 10 Rs. Per Unit

The salient features of this fund are as follows:

- The fund of funds will invest in equity and debt schemes of HDFC MF or any other mutual fund house.

- It reduces dependency on a single asset class to generate returns. 

- Each asset class behaves differently across different economic cycle. 

- Gold acts not only as a safe haven asset, but also as a Hedge against currency depreciation and inflation. 

- Taxation applicable for HDFC Asset Allocator Fund of Fund will be of Debt. 

It's Proprietary financial model will consider 4 factors to decide on equity allocation:

1. Trailing Twelve Months Price/Book ratio

2. Earnings Yield/ G-Sec Yield

3. Trailing Twelve Months Price/Earnings ratio

4. 1 Year Forward PE

The fund will decide on allocation between the various asset classes, and also within the various asset classes, using the above model.

Recommended For:

🚩Investors looking for one stop solution for diversified investment needs across asset class AND 

🚩Risk aware investors with an investment horizon of 3 years and above