HDFC Multi-Asset Allocation Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 5.25 | 12.39 | 11.57 | 10.44 |
| Average Rolling Returns(%) | 12.81 | 11.33 | 10.98 | 10.17 |
The Current NAV of HDFC Multi-Asset Allocation Fund - Growth - Direct Plan is ₹83.18.
It is better to invest in a fund with a longer track record as HDFC Multi-Asset Allocation Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
HDFC Multi-Asset Allocation Fund - Growth - Direct Plan fund’s expense ratio is 0.82%
The process for redemption is
The AUM of HDFC Multi-Asset Allocation Fund - Growth - Direct Plan is currently ₹5,556 Crores.
The Top three stocks are Reliance Industries, ICICI Bank and HDFC Bank and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 29% of fund’s portfolio respectively.
Top three sectors of HDFC Multi-Asset Allocation Fund - Growth - Direct Plan fund are Others, BFSI and Miscellaneous accounting for 55% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Multi Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HDFC Multi-Asset Allocation Fund - Growth - Direct Plan Fund is Hybrid - Multi Asset Allocation.
Srinivasan Ramamurthy and Anil Bamboli manage the HDFC Multi-Asset Allocation Fund - Growth - Direct Plan Fund.
HDFC Multi-Asset Allocation Fund - Growth - Direct Plan current PE ratio is 27.31 and PB ratio is 4.43
The asset allocation of HDFC Multi-Asset Allocation Fund - Growth - Direct Plan is Stocks : 74.31%, Debt : 23.54% and Gold : 15.05%
The minimum SIP amount for HDFC Multi-Asset Allocation Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC Multi-Asset Allocation Fund - Growth - Direct Plan is Nil upto 15% of units, For remaining units 1% or or before 12 months, Nil after 12 months
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