Overview (as on 30 Jul 2021)

NAV

₹47.813

1y returns

31.369%

Fund AUM

₹905 Cr

Expense Ratio

1%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
29.93%
Tech
14.37%
Defensive
10.70%
Consumer
9.46%
Energy
7.58%
Basic Materials
7.43%
Utilities
6.48%
Industrials
4.41%
Health
4.14%
Communication
3.40%
Real Estate
2.10%
Size Breakup
Large Cap
75.69%
Mid Cap
17.86%
Small Cap
6.45%

Key Metrics

Yield to Maturity 

0.0%

Modified Duration 

0.0 yr

Sharpe Ratio 

0.0

Std deviation 

13.01%

Holdings

Fund Details

Investment Objectives
The objective of the Scheme is to generate long term capital appreciation/income by investing in a diversified portfolio of equity & equity related instruments, debt & money market instruments and Gold. There is no assurance that the investment objective of the Scheme will be realized.
Scheme Name
HDFC Multi - Asset-Direct Plan - Growth Option
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
01 January, 2013
Fund Manager
Amar Kalkundrikar
Fund House Details
Fund House
HDFC Asset Management Company Limited
Email
cliser@hdfcfund.com
Phone
+912222821144
Address
HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,

Other Related Plans

Peer Funds

HDFC Multi - Asset-Direct Plan - Growth Option

NAV

₹47.813

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Amar Kalkundrikar
Amar Kalkundrikar

Manager

Work Experience
"null"
Chirag Setalvad
Chirag Setalvad

leader

Qualifications
B.Sc. in Business Administration- University of North Carolina, Chapel Hill.
Work Experience
"Mr. Chirag Setalvas is currently a Senior Fund Manager - Equities for HDFC Asset Management. Collectively, he has over 21 years of experience, of which 18 years are in Fund Management and Equity Research and 3 years in Investment Banking. Previously he was employed as Vice President New Vermon Advisory Services Pvt. Ltd. and as Assistant Manager for ING Barings N.V. Chirag has a B.Sc. in Business Administration from University of North Carolina, Chapel Hill."
Anand Laddha
Anand Laddha

manager

Work Experience
"null"
Sankalp Baid
Sankalp Baid

manager

Work Experience
"null"
Arun Agarwal
Arun Agarwal

manager

Work Experience
"null"
Anil Bamboli
Anil Bamboli

leader

Qualifications
B. Com, Grad CWA, MMS (Finance), CFA - CFA Institute USA
Work Experience
"Mr. Anil Bamboli is a senior fund manager - Fixed Income for HDFC. He has over 24 years of experience in fund management, fixed income and income dealing. Previously he was AVP of SBI Fund Management Pvt. Ltd. Anil has a B.Com CWA, MMS Finance and is CFA charterholder."

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