HDFC Multi Cap Fund - Growth Option
Fund House: HDFC Mutual Fund| Category: Equity: Multi Cap |
| Launch Date: 07-12-2021 |
| Asset Class: |
| Benchmark: Nifty 500 Multicap 50:25:25 TRI |
| TER: 1.7% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 12,402.21 Cr As on (31-03-2024) |
| Turn over: 7.84% | Exit Load: Exit load of 1% if redeemed within 1 year. |
16.858
0.15 (0.8661%)
24.47%
Benchmark: 16.57%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate long term capital appreciation by investing in equity and equity related securities of large cap, mid cap and small cap companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| HDFC Multi Cap Fund - Growth Option | 07-12-2021 | 52.2 | 30.79 | - | - | - |
| HSBC Multi Cap Fund - Regular - Growth | 30-01-2023 | 62.07 | - | - | - | - |
| Kotak Multicap Fund-Regular Plan-Growth | 29-09-2021 | 60.15 | 32.12 | - | - | - |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 57.01 | 32.47 | 33.28 | 21.52 | 17.84 |
| ITI Multi Cap Fund - Regular Plan - Growth Option | 15-05-2019 | 56.14 | 29.94 | 19.4 | - | - |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | 05-05-2017 | 54.7 | 23.43 | 27.03 | 23.94 | - |
| Quant Active Fund-GROWTH OPTION - Regular Plan | 21-03-2001 | 54.54 | 24.93 | 28.08 | 29.45 | 23.2 |
| Bank of India Multi Cap Fund Regular Plan - Growth | 03-03-2023 | 54.47 | - | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 52.21 | 25.53 | - | - | - |
| ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 51.18 | 26.77 | 25.92 | 18.85 | 17.29 |
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
28.23%
Others
3.21%
Large Cap
43.42%
Mid Cap
25.14%
