-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 45.8% | - | - | 24.7% | ||||
Category Average | 19.1% | 15.1% | 15.6% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
HDFC Bank | Banks | Equity | 4.03% |
ICICI Bank | Banks | Equity | 3.21% |
Reliance Industr | Refineries | Equity | 2.25% |
Axis Bank | Banks | Equity | 1.81% |
Infosys | IT - Software | Equity | 1.75% |
HCL Technologies | IT - Software | Equity | 1.54% |
Vesuvius India | Refractories | Equity | 1.31% |
Larsen & Toubro | Infrastructure Developers & Operators | Equity | 1.25% |
Max Healthcare | Healthcare | Equity | 1.25% |
Bharti Airtel | Telecomm-Service | Equity | 1.23% |
St Bk of India | Banks | Equity | 1.17% |
Tata Motors | Automobile | Equity | 1.13% |
Kalpataru Proj. | Capital Goods - Electrical Equipment | Equity | 1.11% |
Coforge | IT - Software | Equity | 1.08% |
IndusInd Bank | Banks | Equity | 1.06% |
Apar Inds. | Capital Goods - Electrical Equipment | Equity | 1.05% |
H P C L | Refineries | Equity | 1.03% |
CIE Automotive | Castings, Forgings & Fastners | Equity | 1% |
TCS | IT - Software | Equity | 0.98% |
Chalet Hotels | Hotels & Restaurants | Equity | 0.97% |
Ambuja Cements | Cement | Equity | 0.97% |
Escorts Kubota | Automobile | Equity | 0.97% |
ITC | Tobacco Products | Equity | 0.97% |
JSW Infrast | Marine Port & Services | Equity | 0.94% |
Indian Hotels Co | Hotels & Restaurants | Equity | 0.94% |
Sun Pharma.Inds. | Pharmaceuticals | Equity | 0.9% |
SBI Life Insuran | Insurance | Equity | 0.9% |
Coal India | Mining & Mineral products | Equity | 0.89% |
Voltas | Consumer Durables | Equity | 0.85% |
NTPC | Power Generation & Distribution | Equity | 0.85% |
Power Fin.Corpn. | Finance | Equity | 0.83% |
Prestige Estates | Realty | Equity | 0.82% |
Centum Electron | Electronics | Equity | 0.8% |
Apollo Tyres | Tyres | Equity | 0.77% |
Maruti Suzuki | Automobile | Equity | 0.77% |
REC Ltd | Finance | Equity | 0.76% |
Tata Comm | Telecomm-Service | Equity | 0.76% |
Five-Star Bus.Fi | Finance | Equity | 0.75% |
Shriram Finance | Finance | Equity | 0.75% |
Bajaj Finance | Finance | Equity | 0.75% |
Bank of Baroda | Banks | Equity | 0.74% |
UltraTech Cem. | Cement | Equity | 0.74% |
Supreme Inds. | Plastic products | Equity | 0.73% |
O N G C | Crude Oil & Natural Gas | Equity | 0.71% |
Aurobindo Pharma | Pharmaceuticals | Equity | 0.69% |
United Spirits | Alcoholic Beverages | Equity | 0.69% |
Carborundum Uni. | Capital Goods-Non Electrical Equipment | Equity | 0.68% |
Gland Pharma | Pharmaceuticals | Equity | 0.68% |
Fusion Microfin. | Finance | Equity | 0.67% |
Max Financial | Finance | Equity | 0.66% |
Mphasis | IT - Software | Equity | 0.66% |
Hind.Construct. | Construction | Equity | 0.66% |
Trent | Retail | Equity | 0.66% |
M & M | Automobile | Equity | 0.65% |
Federal Bank | Banks | Equity | 0.65% |
Cipla | Pharmaceuticals | Equity | 0.6% |
Bharat Forge | Castings, Forgings & Fastners | Equity | 0.59% |
Techno Elec.Engg | Infrastructure Developers & Operators | Equity | 0.58% |
Chambal Fert. | Fertilizers | Equity | 0.57% |
EIH | Hotels & Restaurants | Equity | 0.57% |
Dixon Technolog. | Consumer Durables | Equity | 0.56% |
Kotak Mah. Bank | Banks | Equity | 0.54% |
Persistent Sys | IT - Software | Equity | 0.54% |
LTIMindtree | IT - Software | Equity | 0.53% |
GE Shipping Co | Shipping | Equity | 0.53% |
Tata Steel | Steel | Equity | 0.52% |
Archean Chemical | Chemicals | Equity | 0.51% |
Elecon Engg.Co | Capital Goods-Non Electrical Equipment | Equity | 0.51% |
Timken India | Bearings | Equity | 0.49% |
Bharat Electron | Aerospace & Defence | Equity | 0.49% |
Jindal Steel | Steel | Equity | 0.48% |
Motil.Oswal.Fin. | Stock/ Commodity Brokers | Equity | 0.48% |
Gulf Oil Lubric. | Chemicals | Equity | 0.48% |
PB Fintech. | IT - Software | Equity | 0.48% |
Ipca Labs. | Pharmaceuticals | Equity | 0.47% |
Aditya Birla Cap | Finance | Equity | 0.45% |
Birla Corpn. | Cement | Equity | 0.45% |
ERIS Lifescience | Pharmaceuticals | Equity | 0.45% |
Bharat Dynamics | Aerospace & Defence | Equity | 0.45% |
TD Power Systems | Capital Goods - Electrical Equipment | Equity | 0.44% |
Wheels India | Auto Ancillaries | Equity | 0.44% |
Cholaman.Inv.&Fn | Finance | Equity | 0.44% |
Symphony | Consumer Durables | Equity | 0.43% |
Torrent Power | Power Generation & Distribution | Equity | 0.43% |
Delta Corp | Miscellaneous | Equity | 0.42% |
Crompton Gr. Con | Consumer Durables | Equity | 0.41% |
Whirlpool India | Consumer Durables | Equity | 0.4% |
CreditAcc. Gram. | Finance | Equity | 0.4% |
Hind. Unilever | FMCG | Equity | 0.4% |
CESC | Power Generation & Distribution | Equity | 0.4% |
Vodafone Idea | Telecomm-Service | Equity | 0.39% |
K E C Intl. | Capital Goods - Electrical Equipment | Equity | 0.39% |
Hindalco Inds. | Non Ferrous Metals | Equity | 0.38% |
Dr Reddy's Labs | Pharmaceuticals | Equity | 0.38% |
Sonata Software | IT - Software | Equity | 0.38% |
UPL | Agro Chemicals | Equity | 0.37% |
Bosch | Auto Ancillaries | Equity | 0.37% |
Mahanagar Gas | Gas Distribution | Equity | 0.36% |
Godrej Consumer | FMCG | Equity | 0.36% |
Indian Renewable | Finance | Equity | 0.36% |
Dilip Buildcon | Infrastructure Developers & Operators | Equity | 0.35% |
Gujarat Fluoroch | Chemicals | Equity | 0.34% |
Havells India | Consumer Durables | Equity | 0.34% |
Gabriel India | Auto Ancillaries | Equity | 0.34% |
AAVAS Financiers | Finance | Equity | 0.34% |
Muthoot Finance | Finance | Equity | 0.34% |
Hind.Aeronautics | Aerospace & Defence | Equity | 0.34% |
Indraprastha Gas | Gas Distribution | Equity | 0.33% |
M & M Fin. Serv. | Finance | Equity | 0.33% |
Bandhan Bank | Banks | Equity | 0.33% |
Atul | Chemicals | Equity | 0.32% |
CG Power & Indu. | Capital Goods - Electrical Equipment | Equity | 0.31% |
Metro Brands | Leather | Equity | 0.31% |
United Breweries | Alcoholic Beverages | Equity | 0.3% |
Pidilite Inds. | Chemicals | Equity | 0.3% |
Zee Entertainmen | Entertainment | Equity | 0.3% |
360 ONE | Finance | Equity | 0.29% |
Ashok Leyland | Automobile | Equity | 0.29% |
AU Small Finance | Banks | Equity | 0.29% |
Prudent Corp. | Stock/ Commodity Brokers | Equity | 0.29% |
Gandhar Oil Ref. | Refineries | Equity | 0.28% |
Jubilant Ingrev. | Chemicals | Equity | 0.28% |
Aarti Industries | Chemicals | Equity | 0.28% |
Graphite India | Capital Goods-Non Electrical Equipment | Equity | 0.28% |
Tech Mahindra | IT - Software | Equity | 0.28% |
Asian Paints | Paints/Varnish | Equity | 0.27% |
Navin Fluo.Intl. | Chemicals | Equity | 0.27% |
Bajaj Electrical | Consumer Durables | Equity | 0.27% |
Indian Bank | Banks | Equity | 0.26% |
Sula Vineyards | Alcoholic Beverages | Equity | 0.26% |
Tega Inds. | Engineering | Equity | 0.26% |
M M Forgings | Castings, Forgings & Fastners | Equity | 0.25% |
The Ramco Cement | Cement | Equity | 0.25% |
Jagran Prakashan | Media - Print/Television/Radio | Equity | 0.25% |
Dabur India | FMCG | Equity | 0.25% |
Blue Star | Consumer Durables | Equity | 0.24% |
Samvardh. Mothe. | Auto Ancillaries | Equity | 0.24% |
Eicher Motors | Automobile | Equity | 0.24% |
Zensar Tech. | IT - Software | Equity | 0.23% |
Greenply Industr | Plywood Boards/Laminates | Equity | 0.23% |
Aditya Bir. Fas. | Retail | Equity | 0.23% |
Shoppers Stop | Retail | Equity | 0.22% |
Nilkamal Ltd | Plastic products | Equity | 0.22% |
L&T Finance Ltd | Finance | Equity | 0.22% |
Bank of India | Banks | Equity | 0.22% |
Kajaria Ceramics | Ceramic Products | Equity | 0.22% |
Kaynes Tech | Consumer Durables | Equity | 0.21% |
Balkrishna Inds | Tyres | Equity | 0.21% |
Bajaj Consumer | FMCG | Equity | 0.21% |
Volt.Transform. | Capital Goods - Electrical Equipment | Equity | 0.2% |
Equitas Sma. Fin | Banks | Equity | 0.19% |
Sona BLW Precis. | Auto Ancillaries | Equity | 0.19% |
Varroc Engineer | Auto Ancillaries | Equity | 0.19% |
Gateway Distri | Logistics | Equity | 0.19% |
Restaurant Brand | Quick Service Restaurant | Equity | 0.19% |
Data Pattern | Aerospace & Defence | Equity | 0.18% |
Goodyear India | Tyres | Equity | 0.18% |
Akzo Nobel | Paints/Varnish | Equity | 0.18% |
Jio Financial | Finance | Equity | 0.18% |
Orient Cement | Cement | Equity | 0.18% |
Deepak Nitrite | Chemicals | Equity | 0.18% |
L&T Technology | IT - Software | Equity | 0.17% |
Indoco Remedies | Pharmaceuticals | Equity | 0.16% |
Aarti Pharma | Pharmaceuticals | Equity | 0.16% |
Page Industries | Readymade Garments/ Apparells | Equity | 0.16% |
Advanced Enzyme | Pharmaceuticals | Equity | 0.15% |
Syngene Intl. | Pharmaceuticals | Equity | 0.15% |
LIC Housing Fin. | Finance | Equity | 0.15% |
Sagar Cements | Cement | Equity | 0.15% |
Rallis India | Agro Chemicals | Equity | 0.15% |
Devyani Intl. | Quick Service Restaurant | Equity | 0.14% |
Vardhman Textile | Textiles | Equity | 0.13% |
Suprajit Engg. | Auto Ancillaries | Equity | 0.13% |
Chemplast Sanmar | Chemicals | Equity | 0.13% |
Ajanta Pharma | Pharmaceuticals | Equity | 0.13% |
Alkem Lab | Pharmaceuticals | Equity | 0.13% |
IIFL Finance | Finance | Equity | 0.12% |
Motherson Wiring | Auto Ancillaries | Equity | 0.12% |
JSW Energy | Power Generation & Distribution | Equity | 0.12% |
Go Fashion (I) | Textiles | Equity | 0.11% |
Balrampur Chini | Sugar | Equity | 0.11% |
SBI Cards | Finance | Equity | 0.11% |
Can Fin Homes | Finance | Equity | 0.11% |
Bikaji Foods | FMCG | Equity | 0.1% |
TCI Express | Logistics | Equity | 0.1% |
Sundram Fasten. | Auto Ancillaries | Equity | 0.1% |
Avanti Feeds | FMCG | Equity | 0.09% |
SRF | Chemicals | Equity | 0.08% |
Bajel Projects | Infrastructure Developers & Operators | Equity | 0.06% |
V I P Inds. | Plastic products | Equity | 0.04% |
Tube Investments | Steel | Equity | 0.02% |
Rishabh Instrum. | Capital Goods - Electrical Equipment | Equity | 0.02% |
Torrent Pharma. | Pharmaceuticals | Equity | 0.01% |
Sectors | Asset |
---|---|
Banks | 14.01% |
IT-Software | 8.89% |
Finance | 8.7% |
Consumer Durables | 4.85% |
Pharmaceuticals & Biotech | 4.75% |
Petroleum Products | 4.51% |
Construction | 3.87% |
Auto Components | 3.84% |
Industrial Products | 3.69% |
Leisure Services | 3.51% |
Cement & Cement Products | 3.08% |
Debt | 3% |
Chemicals & Petrochemical | 2.89% |
Automobiles | 2.77% |
Electrical Equipments | 2.32% |
Telecom-Services | 2.08% |
Industrial Manufacturing | 1.78% |
Power | 1.73% |
Diversified FMCG | 1.47% |
Insurance | 1.45% |
Beverages | 1.31% |
Healthcare Services | 1.3% |
Retailing | 1.22% |
Agricultural, Commercial | 1.18% |
Aerospace & Defense | 1.08% |
Transport Infrastructure | 1.06% |
Consumable Fuels | 0.94% |
Fertilisers & Agrochemica | 0.93% |
Ferrous Metals | 0.93% |
Personal Products | 0.92% |
Transport Services | 0.86% |
Capital Markets | 0.77% |
Oil | 0.73% |
Gas | 0.66% |
Financial Technology (Fin | 0.49% |
Realty | 0.36% |
Entertainment | 0.36% |
Non-Ferrous Metals | 0.33% |
Textiles & Apparels | 0.31% |
Media | 0.31% |
IT-Services | 0.22% |
Food Products | 0.2% |
Agricultural Food & other | 0.12% |
Cash & Others | -0.46% |
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. |
---|
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(Cr.)
- 1Y
- 3Y
- 5Y Returns
-
Nippon India Multi Cap Fund – Direct Growth
- Equity .
- Multi Cap .
-
- 27,745
-
48.5%Fund Size - 27,745
-
31.5%Fund Size - 27,745
-
22.8%Fund Size - 27,745
-
Mahindra Manulife Multi Cap Fund – Direct Growth
- Equity .
- Multi Cap .
-
- 3,165
-
47.9%Fund Size - 3,165
-
25.2%Fund Size - 3,165
-
26%Fund Size - 3,165
-
ICICI Pru Multicap Fund – Direct Growth
- Equity .
- Multi Cap .
-
- 11,342
-
44.5%Fund Size - 11,342
-
24.3%Fund Size - 11,342
-
20.2%Fund Size - 11,342
-
Quant Active Fund – Direct Growth
- Equity .
- Multi Cap .
-
- 8,731
-
47.9%Fund Size - 8,731
-
24.1%Fund Size - 8,731
-
31.3%Fund Size - 8,731
-
Baroda BNP Paribas Multi Cap Fund-Dir Growth
- Equity .
- Multi Cap .
-
- 2,283
-
42.9%Fund Size - 2,283
-
24%Fund Size - 2,283
-
22.6%Fund Size - 2,283
AMC Contact Details
More Funds from HDFC Mutual Fund
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y Returns
-
HDFC FMP-1246Days-Nov2018(1)(XLIII) Growth
- Debt .
- Fixed Maturity Plans .
-
- 358
-
11.2%Fund Size - 358
-
14.5%Fund Size - 358
-
14%Fund Size - 358
-
HDFC FMP-1265Days-Oct2018(1)(XLIII) Growth
- Debt .
- Fixed Maturity Plans .
-
- 170
-
11.2%Fund Size - 170
-
14.5%Fund Size - 170
-
14%Fund Size - 170
-
HDFC FMP-1232Days-Nov2018(1)(XLIII) Growth
- Debt .
- Fixed Maturity Plans .
-
- 640
-
11.2%Fund Size - 640
-
14.5%Fund Size - 640
-
14%Fund Size - 640
-
HDFC FMP-1203Days-Dec2018(1)(XLIII) Growth
- Debt .
- Fixed Maturity Plans .
-
- 74
-
11.2%Fund Size - 74
-
14.5%Fund Size - 74
-
14%Fund Size - 74
-
HDFC FMP-1218Days-Dec2018(1)(XLIII) Growth
- Debt .
- Fixed Maturity Plans .
-
- 55
-
11.2%Fund Size - 55
-
14.5%Fund Size - 55
-
14%Fund Size - 55
Mutual Funds By Category
Equity
Debt
Hybrid
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y Returns
-
Baroda BNP Paribas Large Cap Fund – Direct Growth
- Equity .
- Large Cap .
-
- 1,863
-
36.8%Fund Size - 1,863
-
19.9%Fund Size - 1,863
-
19.7%Fund Size - 1,863
-
Canara Robeco Bluechip Equity Fund – Direct Growth
- Equity .
- Large Cap .
-
- 12,577
-
27.6%Fund Size - 12,577
-
16.3%Fund Size - 12,577
-
19.2%Fund Size - 12,577
-
Nippon India Large Cap Fund – Direct Growth
- Equity .
- Large Cap .
-
- 24,378
-
37.7%Fund Size - 24,378
-
24.9%Fund Size - 24,378
-
19.2%Fund Size - 24,378
-
ICICI Pru Bluechip Fund – Direct Growth
- Equity .
- Large Cap .
-
- 53,505
-
36.3%Fund Size - 53,505
-
21%Fund Size - 53,505
-
19.1%Fund Size - 53,505
-
Edelweiss Large Cap Fund – Direct Growth
- Equity .
- Large Cap .
-
- 828
-
30.9%Fund Size - 828
-
18.8%Fund Size - 828
-
18.6%Fund Size - 828
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 - 14.01%
- IT-Software - 8.89%
- Finance - 8.7%
- Consumer Durables - 4.85%
- Pharmaceuticals & Biotech - 4.75%
Can I make investments in both the SIP and Lump Sum schemes of HDFC Multi Cap Fund – Direct Growth?
What is PE Ratio 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 - 4.03%
- ICICI Bank - 3.21%
- Reliance Industr - 2.25%
- Axis Bank - 1.81%
- Infosys - 1.75%
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.