HDFC Multi-Asset Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 22.49 | 13.77 | 14.56 | 10.45 |
Average Rolling Returns(%) | 11.57 | 10.77 | 9.75 | 9.85 |
The Current NAV of HDFC Multi-Asset Fund - Growth is ₹61.27.
It is better to invest in a fund with a longer track record as HDFC Multi-Asset Fund - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY Composite Debt Index returns, as Funds portfolio is significantly different.
HDFC Multi-Asset Fund - Growth fund’s expense ratio is 2.01%
The process for redemption is
The AUM of HDFC Multi-Asset Fund - Growth is currently ₹2,527 Crores.
The Top three stocks are HDFC Bank, Axis Bank and ICICI Bank and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 29% of fund’s portfolio respectively.
Top three sectors of HDFC Multi-Asset Fund - Growth fund are Others, BFSI and IT accounting for 57% of the total portfolio.
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 Fund - Growth Fund is Hybrid - Multi Asset Allocation.
Srinivasan Ramamurthy and Anil Bamboli manage the HDFC Multi-Asset Fund - Growth Fund.
HDFC Multi-Asset Fund - Growth current PE ratio is 33.03 and PB ratio is 5.91
The asset allocation of HDFC Multi-Asset Fund - Growth is Stocks : 65.29%, Debt : 21.10% and Gold : 13.61%
The minimum SIP amount for HDFC Multi-Asset Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC Multi-Asset Fund - Growth is Nil upto 15% of units, For remaining units 1% or or before 12 months, Nil after 12 months