HDFC Multi Asset Fund Growth

Hybrid
Multi Asset Allocation
Very High Risk
15.16%
3Y annualised
-0.43% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Oct 2023₹54.37
Min. SIP amountNot Supported
Rating4
Fund size₹1,913.25Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Multi Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns14.1%15.2%12.2%9.8%
Category average16.4%15.9%11.0%NA
Rank with in category1793NA
Understand terms

Holdings (81)

NameSectorInstrumentAssets
NAMutual Fund12.7%
FinancialEquity6.0%
FinancialEquity4.3%
FinancialEquity4.1%
TechnologyEquity2.3%
CommunicationEquity2.2%
FinancialEquity2.1%
FinancialNCD2.0%
Consumer DiscretionaryEquity2.0%
EnergyEquity1.9%
See All

Expense ratio, exit load and tax

Expense ratio: 2.09%

Inclusive of GST

Exit load

For redemption in excess of 15% of the units, 1% will be charged if redeemed within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Anil Bamboli
Aug 2005 - Present
View details

Education
Mr. Bamboli is a CFA from Association for Investment Management and Research, U.S.A, Masters in Management Studies (Finance) and a Graduate in Cost and Works Accountant from ICWAI.
Experience
Prior to joining HDFC AMC he has worked with SBI Fund Management for 11 years.
Also manages these schemes

Arun Agarwal
Aug 2020 - Present
View details

Education
Mr. Agarwal is a B.Com. and Chartered Accountant
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with SBI Funds Management Pvt. Ltd., ICICI Bank Limited, UTI Asset Management Pvt. Ltd.
Also manages these schemes

Srinivasan Ramamurthy
Jan 2022 - Present
View details

Education
Mr. Ramamurthy is an engineer by qualification from Jadavpur University and has done his MBA from IIM - Calcutta.
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with Mahindra Mutual Fund, IDBI Federal Life Insurance, IIFL Capital Limited, Maybank Kim Eng, Credit Suisse and KPMG Advisory.
Also manages these schemes

Bhagyesh Kagalkar
Feb 2022 - Present
View details

Education
Mr. Kagalkar is a B.E. (Production) and MMS (Finance)
Experience
Prior to joining HDFC Asset Management Company Limited, he has worked with Dolat Capital Markets Ltd., India Infoline Ltd., Sun Engineering Ltd., Al Ahlia Portfolio Securities Co., IIT Investrust.
Also manages these schemes

Nirman Morakhia
Feb 2023 - Present
View details

Education
Mr. Morakhia has done B.M.S and M.B.A- Financial Markets
Experience
Prior to joining HDFC Mutual Fund, he has worked with Mirae Asset Global Investment Management India Pvt. Ltd.
Also manages these schemes

Dhruv Muchhal
Jun 2023 - Present
View details

Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House", 2nd Floor,H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Phone
NA
Launch Date
10 Dec 1999
E-mail
NA
HDFC Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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