HDFC Multi Cap Fund Direct Payout Inc Dist cum Cap Wdrl

HDFC Multi Cap Fund Direct Payout Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 10 December, 2021. The fund is managed by Gopal Agrawal. The fund could potentially beat inflation in the long-run.

1. HDFC Multi Cap Fund Direct Payout Inc Dist cum Cap Wdrl has ₹17620 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 0.7.
   

HDFC Multi Cap Fund Direct Payout Inc Dist cum Cap Wdrl has given a CAGR return of 21.66% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 4.63% and 29.22% respectively.

HDFC Multi Cap Fund Direct Payout Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Tech, Health, Basic Materials, Energy, Communication, Consumer Defensive, Utilities, Real Estate. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Axis Bank Ltd, Reliance Industries Ltd, Bharti Airtel Ltd

As it is a multi-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related securities of large cap, mid cap and small cap companies. There is no assurance that the investment objective of the Scheme will be realized.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. HDFC Multi Cap Fund Direct Payout Inc Dist cum Cap Wdrl has no lock in period.