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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 33.6% | - | - | 20.7% | ||||
Category Average | 18.2% | 21.6% | 13.9% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
HDFC Bank | Banks | Equity | 4.98% |
ICICI Bank | Banks | Equity | 3.36% |
Apar Inds. | Capital Goods - Electrical Equipment | Equity | 2.39% |
Infosys | IT - Software | Equity | 2.17% |
Reliance Industr | Refineries | Equity | 1.84% |
Vesuvius India | Refractories | Equity | 1.61% |
ITC | Tobacco Products | Equity | 1.6% |
Larsen & Toubro | Infrastructure Developers & Operators | Equity | 1.55% |
Coforge | IT - Software | Equity | 1.41% |
TCS | IT - Software | Equity | 1.41% |
Max Healthcare | Healthcare | Equity | 1.3% |
St Bk of India | Banks | Equity | 1.29% |
Tata Motors | Automobile | Equity | 1.24% |
Bharti Airtel | Telecomm-Service | Equity | 1.14% |
Indian Hotels Co | Hotels & Restaurants | Equity | 1.12% |
Sun Pharma.Inds. | Pharmaceuticals | Equity | 1.09% |
HCL Technologies | IT - Software | Equity | 1.06% |
Escorts Kubota | Automobile | Equity | 1.04% |
Centum Electron | Electronics | Equity | 1.02% |
UltraTech Cem. | Cement | Equity | 1% |
Axis Bank | Banks | Equity | 0.98% |
SBI Life Insuran | Insurance | Equity | 0.98% |
Kalpataru Proj. | Capital Goods - Electrical Equipment | Equity | 0.97% |
Apollo Tyres | Tyres | Equity | 0.95% |
Federal Bank | Banks | Equity | 0.93% |
Shriram Finance | Finance | Equity | 0.92% |
Archean Chemical | Chemicals | Equity | 0.9% |
Carborundum Uni. | Capital Goods-Non Electrical Equipment | Equity | 0.89% |
NTPC | Power Generation & Distribution | Equity | 0.84% |
Wheels India | Auto Ancillaries | Equity | 0.84% |
IndusInd Bank | Banks | Equity | 0.83% |
Tata Comm | Telecomm-Service | Equity | 0.83% |
Supreme Inds. | Plastic products | Equity | 0.82% |
Bharat Forge | Castings, Forgings & Fastners | Equity | 0.81% |
REC Ltd | Finance | Equity | 0.77% |
Hind.Construct. | Construction | Equity | 0.74% |
Coal India | Mining & Mineral products | Equity | 0.73% |
Hind. Unilever | FMCG | Equity | 0.73% |
United Spirits | Alcoholic Beverages | Equity | 0.72% |
O N G C | Crude Oil & Natural Gas | Equity | 0.71% |
Persistent Sys | IT - Software | Equity | 0.7% |
H P C L | Refineries | Equity | 0.69% |
Cholaman.Inv.&Fn | Finance | Equity | 0.68% |
Suzlon Energy | Capital Goods - Electrical Equipment | Equity | 0.68% |
ERIS Lifescience | Pharmaceuticals | Equity | 0.66% |
GE Shipping Co | Shipping | Equity | 0.65% |
Elecon Engg.Co | Capital Goods-Non Electrical Equipment | Equity | 0.64% |
Power Fin.Corpn. | Finance | Equity | 0.64% |
Atul | Chemicals | Equity | 0.63% |
Tata Steel | Steel | Equity | 0.63% |
Timken India | Bearings | Equity | 0.63% |
Chambal Fert. | Fertilizers | Equity | 0.62% |
Crompton Gr. Con | Consumer Durables | Equity | 0.62% |
M & M Fin. Serv. | Finance | Equity | 0.62% |
Chalet Hotels | Hotels & Restaurants | Equity | 0.6% |
360 ONE | Finance | Equity | 0.59% |
Birla Corpn. | Cement | Equity | 0.59% |
Mphasis | IT - Software | Equity | 0.59% |
Navin Fluo.Intl. | Chemicals | Equity | 0.59% |
Techno Elec.Engg | Infrastructure Developers & Operators | Equity | 0.58% |
Cipla | Pharmaceuticals | Equity | 0.57% |
K E C Intl. | Capital Goods - Electrical Equipment | Equity | 0.57% |
TD Power Systems | Capital Goods - Electrical Equipment | Equity | 0.57% |
Dr Reddy's Labs | Pharmaceuticals | Equity | 0.56% |
Zee Entertainmen | Entertainment | Equity | 0.56% |
Ambuja Cements | Cement | Equity | 0.54% |
Dixon Technolog. | Consumer Durables | Equity | 0.54% |
Kotak Mah. Bank | Banks | Equity | 0.53% |
Aurobindo Pharma | Pharmaceuticals | Equity | 0.51% |
Ipca Labs. | Pharmaceuticals | Equity | 0.5% |
CIE Automotive | Castings, Forgings & Fastners | Equity | 0.5% |
Metro Brands | Leather | Equity | 0.5% |
Trent | Retail | Equity | 0.5% |
Voltas | Consumer Durables | Equity | 0.5% |
Asian Paints | Paints/Varnish | Equity | 0.49% |
Godrej Consumer | FMCG | Equity | 0.48% |
Maruti Suzuki | Automobile | Equity | 0.48% |
PB Fintech. | IT - Software | Equity | 0.48% |
Gujarat Fluoroch | Chemicals | Equity | 0.47% |
Motil.Oswal.Fin. | Stock/ Commodity Brokers | Equity | 0.47% |
Sonata Software | IT - Software | Equity | 0.47% |
Bharat Electron | Electronics | Equity | 0.45% |
Kajaria Ceramics | Ceramic Products | Equity | 0.45% |
Nilkamal Ltd | Plastic products | Equity | 0.45% |
Dabur India | FMCG | Equity | 0.44% |
Gabriel India | Auto Ancillaries | Equity | 0.44% |
Gulf Oil Lubric. | Chemicals | Equity | 0.44% |
Tech Mahindra | IT - Software | Equity | 0.44% |
The Ramco Cement | Cement | Equity | 0.44% |
Bharat Dynamics | Capital Goods-Non Electrical Equipment | Equity | 0.42% |
Jubilant Ingrev. | Chemicals | Equity | 0.42% |
Mahanagar Gas | Gas Distribution | Equity | 0.41% |
Muthoot Finance | Finance | Equity | 0.41% |
Pidilite Inds. | Chemicals | Equity | 0.41% |
Bajaj Electrical | Consumer Durables | Equity | 0.4% |
CG Power & Indu. | Capital Goods - Electrical Equipment | Equity | 0.39% |
Dilip Buildcon | Infrastructure Developers & Operators | Equity | 0.39% |
Sundaram Finance | Finance | Equity | 0.39% |
CreditAcc. Gram. | Finance | Equity | 0.38% |
Restaurant Brand | Quick Service Restaurant | Equity | 0.38% |
Sula Vineyards | Alcoholic Beverages | Equity | 0.38% |
CESC | Power Generation & Distribution | Equity | 0.37% |
Shoppers Stop | Retail | Equity | 0.37% |
United Breweries | Alcoholic Beverages | Equity | 0.37% |
Bajaj Consumer | FMCG | Equity | 0.36% |
Bandhan Bank | Banks | Equity | 0.35% |
Bank of Baroda | Banks | Equity | 0.35% |
Delta Corp | Miscellaneous | Equity | 0.35% |
Goodyear India | Tyres | Equity | 0.34% |
Akzo Nobel | Paints/Varnish | Equity | 0.33% |
Prudent Corp. | Finance | Equity | 0.33% |
Aditya Bir. Fas. | Retail | Equity | 0.32% |
Graphite India | Capital Goods-Non Electrical Equipment | Equity | 0.32% |
M M Forgings | Castings, Forgings & Fastners | Equity | 0.32% |
Zensar Tech. | IT - Software | Equity | 0.32% |
Aarti Industries | Chemicals | Equity | 0.31% |
MTAR Technologie | Engineering | Equity | 0.3% |
Torrent Power | Power Generation & Distribution | Equity | 0.3% |
Equitas Sma. Fin | Banks | Equity | 0.29% |
Sona BLW Precis. | Auto Ancillaries | Equity | 0.29% |
Eicher Motors | Automobile | Equity | 0.28% |
Samvardh. Mothe. | Auto Ancillaries | Equity | 0.28% |
Tega Inds. | Engineering | Equity | 0.28% |
L&T Technology | IT - Software | Equity | 0.27% |
Orient Cement | Cement | Equity | 0.26% |
Gateway Distri | Logistics | Equity | 0.25% |
Varroc Engineer | Auto Ancillaries | Equity | 0.25% |
Sagar Cements | Cement | Equity | 0.24% |
Data Pattern | Electronics | Equity | 0.23% |
Greenply Industr | Miscellaneous | Equity | 0.23% |
TCI Express | Logistics | Equity | 0.23% |
Chemplast Sanmar | Chemicals | Equity | 0.22% |
Go Fashion (I) | Textiles | Equity | 0.22% |
Hindalco Inds. | Non Ferrous Metals | Equity | 0.22% |
Rallis India | Agro Chemicals | Equity | 0.22% |
Indoco Remedies | Pharmaceuticals | Equity | 0.21% |
Aarti Pharma | Pharmaceuticals | Equity | 0.2% |
Advanced Enzyme | Chemicals | Equity | 0.2% |
M & M | Automobile | Equity | 0.2% |
SBI Cards | Finance | Equity | 0.2% |
Suprajit Engg. | Auto Ancillaries | Equity | 0.2% |
Sundram Fasten. | Auto Ancillaries | Equity | 0.19% |
Vardhman Textile | Textiles | Equity | 0.19% |
Balkrishna Inds | Tyres | Equity | 0.18% |
Balrampur Chini | Sugar | Equity | 0.18% |
Jio Financial | Finance | Equity | 0.18% |
Can Fin Homes | Finance | Equity | 0.17% |
Motherson Wiring | Auto Ancillaries | Equity | 0.17% |
Alkem Lab | Pharmaceuticals | Equity | 0.15% |
Bikaji Foods | FMCG | Equity | 0.15% |
Avanti Feeds | Miscellaneous | Equity | 0.11% |
SRF | Chemicals | Equity | 0.11% |
Torrent Pharma. | Pharmaceuticals | Equity | 0.01% |
Sectors | Asset |
---|---|
Banks | 14.03% |
IT-Software | 7.98% |
Industrial Products | 6.14% |
Finance | 5.65% |
Auto Components | 5.01% |
Pharmaceuticals & Biotech | 5% |
Consumer Durables | 4.8% |
Construction | 4.05% |
Chemicals & Petrochemical | 3.86% |
Debt | 3.54% |
Electrical Equipments | 3.51% |
Cement & Cement Products | 3.32% |
Petroleum Products | 3.24% |
Diversified FMCG | 2.62% |
Leisure Services | 2.5% |
Automobiles | 2.25% |
Aerospace & Defense | 1.95% |
Industrial Manufacturing | 1.91% |
Telecom-Services | 1.83% |
Power | 1.6% |
Retailing | 1.45% |
Healthcare Services | 1.41% |
Personal Products | 1.35% |
Transport Services | 1.24% |
Beverages | 1.05% |
Insurance | 1.04% |
Agricultural, Commercial | 0.9% |
Fertilisers & Agrochemica | 0.89% |
Capital Markets | 0.83% |
Consumable Fuels | 0.78% |
Oil | 0.78% |
Ferrous Metals | 0.68% |
Entertainment | 0.56% |
Gas | 0.49% |
Financial Technology (Fin | 0.49% |
Food Products | 0.28% |
IT-Services | 0.26% |
Non-Ferrous Metals | 0.24% |
Agricultural Food & other | 0.2% |
Textiles & Apparels | 0.19% |
Cash & Others | 0.1% |
Advance Ratio
Exit Load
Exit Load | If redeemed on or before the expiry of 1 years from the date of allotment - 1%. If redeemed after the expiry of 1 years from the date allotment - Nil. |
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Fund Objective
The HDFC Multi Cap Fund (G) is a Multi Cap Equity fund with a one-year annualised return of 9.4%. This fund has existed for 1 year and 1 million days, having been established on 23 November 2021 and managed by HDFC Asset Management Company Limited. The managers of the fund are Gopal Agrawal and Priya Ranjan. The minimum SIP amount for HDFC Multi Cap Fund (G) is 1,000, and this amount can be increased in multiples of 100. If you want to invest in a lump sum, you must invest a minimum of 5,000.
The Scheme’s investment goal is to achieve long-term capital appreciation by investing in the equity and equity-related securities of big, mid, and small-size businesses as well as other companies with varying market capitalisations. There is no guarantee that the Scheme will succeed in achieving its investment goal in the future.
Pros & Cons
Pros | Cons |
---|---|
Among the most purchased funds in the category. | High-risk investment |
Low expense ratio | Not suitable for short-term objectives. |
Who should invest in Hdfc Multi Cap Fund?
Mutual fund investments are founded on the notion of diversification. As an added bonus, this fund spreads its investments over a wide range of market caps. If you’re looking for a way to diversify across market capitalisation without buying a variety of different funds, this one could work for you. Investors with a medium to long-term (5-7+ years) investment horizon who are seeking disciplined exposure to large, mid, and small-cap stocks should consider investing in the HDFC Multi Cap Fund.
What are the benefits of investing in the Hdfc Multi Cap Fund?
Multicap funds have a greater risk-reward profile than flexicap and big & midcap funds. The Scheme will make investments without favouring any one investment strategy and will attempt to capitalise on possibilities presented by growth, value, and turnaround firms.
Diversification
Multi-cap funds provide a diverse portfolio since they invest in businesses of different sizes and industries. The risk is reduced for you with this diversified strategy. This is because various market segments or sectors may perform differently at any one moment, and the spreading out of assets over numerous segments keeps risk under control.
Exposure to all important economic sectors:
You have exposure to all of the important sectors and firms within them that are advancing the Indian economy since these funds don’t limit themselves to a certain market size or industry. This ensures that you take advantage of all opportunities presented by the Indian market.
Optimal portfolio given the state of the market:
HDFC Multi Cap Fund can adapt to changing market conditions by rebalancing its portfolios’ emphasis between big, mid, and small caps as needed. If the fund manager believes that small and midcap companies are becoming expensive and that the market is about to see significant growth in that segment, he or she may decide to shift to a more protective large cap allocation.
Fund Managers
Gopal Agrawal - Fund Manager
Mr Gopal has worked with several fund houses before joining HDFC. He joined DSP Investment Managers in July 2018 as Head of Macro Strategy & Senior Fund Manager. Before that, he has over 20 years of experience at Tata Mutual Fund, Mirae Asset Mutual Fund and SBI Mutual Fund, managing some of its marquee funds. He has extensive experience in sectors such as Petrochemicals, Capital Goods, Power, Oil & Gas, and more. Mr Agarwal manages 9 HDFC schemes with an AUM of ₹17,987 Cr.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y Returns
- 5Y
-
Nippon India Multi Cap Fund – Direct Growth- Equity .
- Multi Cap .
-
- 20,192
-
31.9%Fund Size - 20,192
-
40%Fund Size - 20,192
-
19.2%Fund Size - 20,192
-
Quant Active Fund – Direct Growth- Equity .
- Multi Cap .
-
- 5,688
-
19.7%Fund Size - 5,688
-
34.7%Fund Size - 5,688
-
24.9%Fund Size - 5,688
-
Mahindra Manulife Multi Cap Fund – Direct Growth- Equity .
- Multi Cap .
-
- 2,119
-
28.1%Fund Size - 2,119
-
33.7%Fund Size - 2,119
-
22%Fund Size - 2,119
-
Kotak India Growth Fund Series IV – Direct Growth- Equity .
- Multi Cap .
-
- 111
-
27%Fund Size - 111
-
30.8%Fund Size - 111
-
23.3%Fund Size - 111
-
ICICI Pru Multicap Fund – Direct Growth- Equity .
- Multi Cap .
-
- 8,564
-
26.7%Fund Size - 8,564
-
30.5%Fund Size - 8,564
-
15.3%Fund Size - 8,564
AMC Contact Details
Frequently Asked Questions
How to invest in HDFC Multi Cap Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC Multi Cap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HDFC Multi Cap Fund – Direct Growth ?
How to redeem HDFC Multi Cap Fund – Direct Growth holding ?
What is the minimum sip amount of HDFC Multi Cap Fund – Direct Growth?
What are the top sectors HDFC Multi Cap Fund – Direct Growth has invested in?
- Banks - 14.03%
- IT-Software - 7.98%
- Industrial Products - 6.14%
- Finance - 5.65%
- Auto Components - 5.01%
Can I make investments in both the SIP and Lump Sum schemes of HDFC Multi Cap Fund – Direct Growth?
How much returns have HDFC Multi Cap Fund – Direct Growth generated ?
What is the expense ratio of HDFC Multi Cap Fund – Direct Growth ?
What is the AUM of HDFC Multi Cap Fund – Direct Growth?
What are the top stock holdings of HDFC Multi Cap Fund – Direct Growth?
- HDFC Bank - 4.98%
- ICICI Bank - 3.36%
- Apar Inds. - 2.39%
- Infosys - 2.17%
- Reliance Industr - 1.84%
How can I redeem my investments in HDFC Multi Cap Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Multi Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Is there any lock in period for HDFC Multi Cap Fund - Direct Growth?
No, there is no lock in period for HDFC Multi Cap Fund – Direct Growth.