- Mutual Funds
- HDFC Mutual Fund
- HDFC Multi Asset Fund Direct Growth
HDFC Multi Asset Fund Direct Plan Growth
₹ 75.12
NAV (Apr 02)
Multi Asset Allocation funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Multi Asset Allocation funds have exposure to at least 3 different asset classes.
This category has few funds and relatively small amounts invested in them.
Also each fund is unique in its investment strategy.It is better for investors to make the allocation to multiple asset classes themselves and choose the right funds in each asset class.
Scheme Information
The Scheme seeks to generate long term capital appreciation/income by investing in a diversified portfolio of equity & equity related instruments, debt & money market instruments and Gold.
Expense Ratio | 0.84 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 3837.2 |
ISIN | INF179K01XW8 |
Lock-in (days) | No Lock-in |
Benchmark | NA |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 6.6 |
Beta | 0.5 |
Sharpe Ratio | 1 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Others
17.76%HDFC Gold ETF
10.96%Others
6.2%HDFC Bank Ltd.
5.75%Axis Bank Ltd.
4.67%
Allocation by Sector
Financial
14.2%Automobile
4.88%Energy
4.67%Technology
4.26%Healthcare
3.74%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 52,257 cr | ||
₹ 3,236 cr | ||
₹ 5,511 cr | ||
₹ 22,130 cr | ||
₹ 11,696 cr |
