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  • HDFC Multi Cap Fund - Growth Option
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HDFC Multi Cap Fund - Growth Option

Category: Equity: Multi Cap

Launch Date: 01-12-2021

Riskometer: Very High

NAV as on 14-05-2025

₹ 18.23

₹ 0.17 ( 0.9381%)

CAGR Since Inception

19.07%

NIFTY500 MULTICAP 50:25:25 TRI 16.09%

Asset Class

Status

Open Ended Schemes

Fund Managers

Gopal Agrawal, Dhruv Muchhal

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.

Benchmark

NIFTY500 MULTICAP 50:25:25 TRI

Expense Ratio

1.69% As on (30-04-2025)

Minimum Investment | Top up

100.0 | 100.0

Total Assets

15,945 Cr As on (31-03-2025)

PERFORMANCE of HDFC Multi Cap Fund - Growth Option
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 14-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Multi Cap Fund - Growth Option 9.1 26.14 - - 19.07
NIFTY500 MULTICAP 50:25:25 TRI 9.35 22.16 29.47 15.14 16.09
Equity: Multi Cap 9.62 22.82 27.91 14.74 15.27
Nav Movement
RETURNS CALCULATOR for HDFC Multi Cap Fund - Growth Option
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of HDFC Multi Cap Fund - Growth Option
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Multi Cap Fund - Growth Option 15.5 0.95 3.76 0.96 - -
Equity: Multi Cap - - - - - -
Peer Comparison
Scheme Name 5Y (%)
HDFC Multi Cap Fund Gr 0.0
SBI Multicap Fund Reg Gr 0.0
Axis Multicap Fund Reg Gr 0.0
WhiteOak Capital Multi Cap Fund Reg Gr 0.0
LIC MF Multi Cap Fund Reg Gr 0.0
Invesco India Multi Cap Gr 26.25
Edelweiss Multi Cap Fund Reg Gr 0.0
Canara Robeco Multi Cap Fund Reg Gr 0.0
ICICI Pru Multi Cap Gr 28.3
Mirae Asset Multicap Fund Reg Gr 0.0
Asset Allocation
Sectors
Sector Holdings (%)
Financial Services 29.92
Information Technology 9.46
Healthcare 7.81
Capital Goods 7.56
Automobile and Auto Components 7.53
Oil, Gas & Consumable Fuels 5.71
Consumer Services 4.41
Consumer Durables 4.31
Fast Moving Consumer Goods 3.34
Construction 3.34
Portfolio Holdings
Company Holdings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/- 4.12
ICICI BANK LIMITED EQ NEW FV RS. 2/- 3.56
AXIS BANK LIMITED EQ NE FV RS. 2/- 2.63
RELIANCE INDUSTRIES LIMITED EQ 2.33
TREPS - Tri-party Repo 2.33
INFOSYS LIMITED EQ FV RS 5 2.01
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 1.94
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- 1.79
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- 1.52
BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/- 1.27
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