HDFC Multi Cap Fund – Direct Growth
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 25.8% | - | - | 19.4% | ||||
| Category Average | 9.1% | 20.5% | 12.5% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | If redeemed on or before the expiry of 1 years from the date of allotment - 1%. If redeemed after the expiry of 1 years from the date allotment - Nil. |
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Fund Objective
The HDFC Multi Cap Fund (G) is a Multi Cap Equity fund with a one-year annualised return of 9.4%. This fund has existed for 1 year and 1 million days, having been established on 23 November 2021 and managed by HDFC Asset Management Company Limited. The managers of the fund are Gopal Agrawal and Priya Ranjan. The minimum SIP amount for HDFC Multi Cap Fund (G) is 1,000, and this amount can be increased in multiples of 100. If you want to invest in a lump sum, you must invest a minimum of 5,000.
The Scheme’s investment goal is to achieve long-term capital appreciation by investing in the equity and equity-related securities of big, mid, and small-size businesses as well as other companies with varying market capitalisations. There is no guarantee that the Scheme will succeed in achieving its investment goal in the future.
Pros & Cons
| Pros | Cons |
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Among the most purchased funds in the category. |
High-risk investment |
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Low expense ratio |
Not suitable for short-term objectives. |
How to invest in Hdfc Multi Cap Fund?
5paisa simplifies the investment procedure for Hdfc Multi Cap Fund. The process is streamlined and paperless. Simply follow the steps listed below:
What is the expense ratio of the Hdfc Multi Cap Fund?
The annual fees you pay to the mutual fund provider to manage your assets are referred to as the expense ratio. Fund returns are decreased by the expense ratio, which is calculated as a proportion of assets under management (AUM). It is usually better to invest in a fund with a lower cost ratio since a lesser portion of its earnings will be removed. As a result, your profits will increase.
Who should invest in Hdfc Multi Cap Fund?
Mutual fund investments are founded on the notion of diversification. As an added bonus, this fund spreads its investments over a wide range of market caps. If you’re looking for a way to diversify across market capitalisation without buying a variety of different funds, this one could work for you. Investors with a medium to long-term (5-7+ years) investment horizon who are seeking disciplined exposure to large, mid, and small-cap stocks should consider investing in the HDFC Multi Cap Fund.
What are the benefits of investing in the Hdfc Multi Cap Fund?
Multicap funds have a greater risk-reward profile than flexicap and big & midcap funds. The Scheme will make investments without favouring any one investment strategy and will attempt to capitalise on possibilities presented by growth, value, and turnaround firms.
Diversification
Multi-cap funds provide a diverse portfolio since they invest in businesses of different sizes and industries. The risk is reduced for you with this diversified strategy. This is because various market segments or sectors may perform differently at any one moment, and the spreading out of assets over numerous segments keeps risk under control.
Exposure to all important economic sectors:
You have exposure to all of the important sectors and firms within them that are advancing the Indian economy since these funds don’t limit themselves to a certain market size or industry. This ensures that you take advantage of all opportunities presented by the Indian market.
Optimal portfolio given the state of the market:
HDFC Multi Cap Fund can adapt to changing market conditions by rebalancing its portfolios’ emphasis between big, mid, and small caps as needed. If the fund manager believes that small and midcap companies are becoming expensive and that the market is about to see significant growth in that segment, he or she may decide to shift to a more protective large cap allocation.
Fund Managers
Gopal Agrawal - Fund Manager
Mr Gopal has worked with several fund houses before joining HDFC. He joined DSP Investment Managers in July 2018 as Head of Macro Strategy & Senior Fund Manager. Before that, he has over 20 years of experience at Tata Mutual Fund, Mirae Asset Mutual Fund and SBI Mutual Fund, managing some of its marquee funds. He has extensive experience in sectors such as Petrochemicals, Capital Goods, Power, Oil & Gas, and more. Mr Agarwal manages 9 HDFC schemes with an AUM of ₹17,987 Cr.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
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- Equity .
- Multi Cap .
-
- 18,974
-
27%Fund Size - 18,974
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36.2%Fund Size - 18,974
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17.3%Fund Size - 18,974
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- Equity .
- Multi Cap .
-
- 5,348
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15.6%Fund Size - 5,348
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33.3%Fund Size - 5,348
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23.1%Fund Size - 5,348
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- Equity .
- Multi Cap .
-
- 1,987
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20.1%Fund Size - 1,987
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30.8%Fund Size - 1,987
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19.3%Fund Size - 1,987
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- Equity .
- Multi Cap .
-
- 110
-
19%Fund Size - 110
-
29.8%Fund Size - 110
-
20.1%Fund Size - 110
-
- Equity .
- Multi Cap .
-
- 1,871
-
15.9%Fund Size - 1,871
-
26.9%Fund Size - 1,871
-
15%Fund Size - 1,871
AMC Contact Details
More Funds from HDFC Mutual Fund
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Debt .
- Fixed Maturity Plans .
-
- 358
-
11.2%Fund Size - 358
-
14.5%Fund Size - 358
-
14%Fund Size - 358
-
- Debt .
- Fixed Maturity Plans .
-
- 170
-
11.2%Fund Size - 170
-
14.5%Fund Size - 170
-
14%Fund Size - 170
-
- Debt .
- Fixed Maturity Plans .
-
- 640
-
11.2%Fund Size - 640
-
14.5%Fund Size - 640
-
14%Fund Size - 640
-
- Debt .
- Fixed Maturity Plans .
-
- 74
-
11.2%Fund Size - 74
-
14.5%Fund Size - 74
-
14%Fund Size - 74
-
- Debt .
- Fixed Maturity Plans .
-
- 55
-
11.2%Fund Size - 55
-
14.5%Fund Size - 55
-
14%Fund Size - 55
Mutual Funds By Category
Equity
Debt
Hybrid
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
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- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
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23.4%Fund Size - 654
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14.9%Fund Size - 654
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- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
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19.8%Fund Size - 10,202
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14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
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28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
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23%Fund Size - 757
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13.7%Fund Size - 757
Frequently Asked Questions
How to invest in HDFC Multi Cap Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC Multi Cap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HDFC Multi Cap Fund – Direct Growth ?
How to redeem HDFC Multi Cap Fund – Direct Growth holding ?
What is the minimum sip amount of HDFC Multi Cap Fund – Direct Growth?
What are the top sectors HDFC Multi Cap Fund – Direct Growth has invested in?
- Banks - 14.03%
- IT-Software - 7.98%
- Industrial Products - 6.14%
- Finance - 5.65%
- Auto Components - 5.01%
Can I make investments in both the SIP and Lump Sum schemes of HDFC Multi Cap Fund – Direct Growth?
How much returns have HDFC Multi Cap Fund – Direct Growth generated ?
What is the expense ratio of HDFC Multi Cap Fund – Direct Growth ?
What is the AUM of HDFC Multi Cap Fund – Direct Growth?
What are the top stock holdings of HDFC Multi Cap Fund – Direct Growth?
- HDFC Bank - 4.12%
- ICICI Bank - 3.77%
- Infosys - 2.21%
- Reliance Industr - 2.09%
- Apar Inds. - 1.94%
How can I redeem my investments in HDFC Multi Cap Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select HDFC Multi Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.