HDFC Multi - Asset Growth - Latest NAV ₹36.505, Returns, Performance & Portfolio

HDFC Multi - Asset Growth

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Min amount: ₹300

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 5.57 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years8.62%
5 Years7.49%
3 Years6.34%
1 Year12.3%
6 Months25.99%
Fund Details
RiskModerately High risk
Fund TypeMulti Asset Allocation
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
HDFC Gold ETF14.36%
Reliance Industries Ltd8.79%
HDFC Bank Ltd6.58%
Infosys Ltd6.52%
ICICI Bank Ltd4.67%
Housing Development Finance Corporation Limited3.55%
Housing Development Finance Corp Ltd3.26%
Bharti Airtel Ltd3.1%
Vedanta Limited3%
Hindustan Unilever Ltd2.92%

About HDFC Multi Asset Fund

HDFC Multi Asset Fund is a type of open ended multi asset fund with an aim to generate positive returns over medium time frame with low risk of capital loss over medium time frame. The fund invests in equity and equity related instruments, debt and gold in specific proportion as directed by the investment objective.

Pros & Cons of HDFC Multi Asset Fund

HDFC Multi Asset Fund offers the following benefits: 1. Since the fund is invested in a number of large, small and mid-cap equity related instruments along with debt instruments with varying yielding rates, they are better than other single sector focused funds in terms of returns.

Certain drawbacks of HDFC Multi Asset Fund

  1. Returns in the last few years have not been spectacular as compared to other multi-cap funds.

Fund Information and Statistics of HDFC Multi Asset Fund

i) Inception / Launch date

HDFC Multi Asset Fund was launched on August 17, 2005 by HDFC Fund AMC.

ii) Risk level

Being an equity oriented fund, this fund is a moderately high risk bet and suitable for investors who have a long-term investment horizon of more than 5 years.

iii) Redemption

Redemption of Units will be done by a repurchase/buyback by the fund house. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days from date of receipt of request.

iv) Fund Manager

There have been multiple fund managers associated with the fund namely Chirag Setalvad / Anil Bamboli / Krishan Kumar Daga / Rakesh Vyas over varying periods. Chirag Setalvad has been the principal fund manager since 2005.

v) Entry / Exit load

The exit load is 1% if the units are redeemed within 12 months from the date of allotment in respect of purchase made other than through SIP. Also, if redeemed within 12 months from the date of allotment of units of each instalment of SIP purchase, the same applies.

Tax benefits of investing in the fund

Long term capital gains tax applies to returns on this fund. A capital gain registered during a period of less than 1 year is defined as Short-term Capital Gain (STCG). A capital gain registered over a period of more than 1 year is defined as Long-term Capital Gains (LTCG). STCG are taxed at the rate of 15%. Long term capital gains tax at the rate of 10% without the benefit of indexation.

About HDFC Mutual Fund

HDFC Mutual fund is managed by HDFC Mutual Fund - one of the largest mutual funds and well-established fund house in the country with a consistent focus on delivering robust fund performance.

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Start your investment

Min amount: ₹300

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 5.57 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns