• Mutual Funds
  • HDFC Mutual Funds
  • HDFC Multi Asset of Income Distribution cum Capital Withdrawal fund (RIDCW-A)

Formerly HDFC Multi - Asset DR

HDFC Mutual Funds

HDFC Multi Asset of Income Distribution cum Capital Withdrawal fund (RIDCW-A)

HybridMulti Asset Allocation

15.956

NAV (Dec 02)

10.3%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in multi asset allocation mutual funds.

However, Scripbox does not recommend investing in multi asset allocation mutual funds.

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

16 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,257 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

15.956

NAV (Dec 2)

Fund Returns

Last 1Y

26.7%

Last 3Y

16.6%

Last 5Y

10.3%

Last 10Y

9.3%

Since Inception

8.9%

6 Month CAGR

10.1%

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Scheme Information

Investment Objective

The objective of the Scheme is to generate long term capital appreciation/income by investing in a diversified portfolio of equity & equity related instruments,debt & money market instruments and Gold. There is no assurance that the investment objective of the Scheme will be realized.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

High Risk

Expense Ratio

2.34

Launched (16y ago)

Aug 17, 2005

AUM in Crores

1256.614

ISIN

INF179K01AO3

Lock-in

No Lock-in

Benchmark

Domestic Price of Gold

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
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Amit Ganatra

Fund Manager

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Anil Bamboli

Fund Manager

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Arun Agarwal

Fund Manager

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Krishan Daga

Fund Manager

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Sankalp Baid

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,193 cr

5

₹ 18,740 cr

5

₹ 106 cr

5

₹ 3,414 cr

5

₹ 471 cr

5

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About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 489,108 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 29 hybrid funds.

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  • tel-amc-about
    1800 3010 6767/ 1800 419 7676 (Toll-free)
  • mail-amc-about
    cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    HDFC Gold Fund (G)

    HDFC Gold Fund (G)

    14.6%

    4.1%

    17.6%

    15.2%

    20.3%

    16.5%

    6.8%

    7.2%

    7.5%

    8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About HDFC Multi Asset of Income Distribution cum Capital Withdrawal fund (RIDCW-A)

    About HDFC Multi Asset of Income Distribution cum Capital Withdrawal fund (RIDCW-A)

    HDFC Multi Asset of Income Distribution cum Capital Withdrawal fund (RIDCW-A) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 8.9% over a period of 16 years. The fund was previously known as HDFC Multi - Asset DR . The fund is managed by HDFC Asset Management Company Limited. The fund managers are Amit Ganatra, Anil Bamboli, Arun Agarwal, Krishan Daga, Sankalp Baid

    HDFC Multi Asset of Income Distribution cum Capital Withdrawal fund (RIDCW-A) Investment Objective

    The objective of the Scheme is to generate long term capital appreciation/income by investing in a diversified portfolio of equity & equity related instruments,debt & money market instruments and Gold. There is no assurance that the investment objective of the Scheme will be realized. . However, there is no assurance that the objective of the scheme will be realized.

    HDFC Multi Asset of Income Distribution cum Capital Withdrawal fund (RIDCW-A) NAV,AUM,Risk

    The HDFC Multi Asset of Income Distribution cum Capital Withdrawal fund (RIDCW-A) fund was launched on Aug 17, 2005. The NAV (Net Asset Value) of this Multi Asset Allocation Hybrid fund as of 2021-12-02 is ₹15.96. The total AUM (Asset Under Management) of the fund as of 03/12/2021 is ₹1256.614. The category risk of the HDFC Multi Asset of Income Distribution cum Capital Withdrawal fund (RIDCW-A) fund is High Risk. The fund charges 2.34 % as expense ratio.

    HDFC Multi Asset of Income Distribution cum Capital Withdrawal fund (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 50.5% in this asset class. The top three holdings of the fund are , cash offset for derivatives , hdfc gold etf , icici bank ltd , hdfc bank ltd , infosys ltd , housing development finance corp ltd , treps - tri-party repo , axis bank ltd , 7.27% govt stock 2026 , reliance industries ltd , tata steel ltd , reverse repo , hindustan unilever ltd , future on adani ports & special economic zone ltd , adani ports & special economic zone ltd , future on axis bank ltd , future on tata steel ltd. , fsn e-commerce ventures ltd , powergrid infrastructure investment trust , future on infosys ltd , bharti airtel ltd , future on hindustan petroleum corp ltd , hindustan petroleum corp ltd , 6.84% govt stock 2022 , maruti suzuki india ltd , brookfield india real estate trust , future on asian paints ltd , hcl technologies ltd , future on icici bank ltd , asian paints ltd , persistent systems ltd , united spirits ltd , housing development finance corporation limited , future on united spirits ltd , 364 dtb 11032022 , 364 dtb 30032022 , 8.15% govt stock 2022 , vedanta limited , 5.09% govt stock 2022 , 4.48% govt stock 2023 , sbi life insurance company limited , godrej consumer products ltd , mtar technologies ltd , zee entertainment enterprises ltd , future on zee entertainment enterprises ltd , ntpc ltd , tata consumer products ltd , rolex rings ltd , titan co ltd , future on housing development finance corp ltd , future on reliance industries ltd , power grid corp of india ltd , sun pharmaceuticals industries ltd , future on indusind bank ltd , indusind bank ltd , dr reddy's laboratories ltd , gland pharma ltd , jsw steel ltd , future on jsw steel ltd , zomato ltd , future on hindustan unilever ltd , itc ltd , avenue supermarts ltd , nazara technologies ltd , hindustan aeronautics ltd ordinary shares , wabco india ltd , balkrishna industries ltd , shriram transport finance co ltd , future on maruti suzuki india ltd , uti asset management co ltd , coforge ltd , oil & natural gas corp ltd , acc ltd , bharat petroleum corp ltd , gujarat gas ltd , iifl wealth management ltd ordinary shares , vedanta ltd , future on acc ltd , future on vedanta ltd , burger king india ltd ordinary shares , sonata software ltd , trent ltd , bharat electronics ltd , apollo hospitals enterprise ltd , rossari biotech ltd ordinary shares , 8.35% govt stock 2022 , tata international limited , union bank of india , 182 dtb 16122021 , 364 dtb 17032022 , power finance corporation limited , 7.37% govt stock 2023 , whirlpool of india ltd , oracle financial services software ltd , tata consultancy services ltd , future on tata consultancy services ltd , shaily engineering plastics ltd , inox wind infrastructure services limited , the anup engineering ltd , future on titan co ltd , bajaj auto ltd , future on bajaj auto ltd , future on state bank of india , state bank of india , future on godrej consumer products ltd , net current assets

    HDFC Multi Asset of Income Distribution cum Capital Withdrawal fund (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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