HDFC Multi Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Multi Cap funds is 78.51% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 3.77% .
The fund currently owns more than 124 stocks.
The top 10 holdings account for 23.52% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 5.99% | 2.41% |
| 2 Year Return | 37.43% | 17.24% |
| 3 Year Return | 86.75% | 47.94% |
| 4 Year Return | N/A | 65.92% |
| 5 Year Return | N/A | 78.51% |
| 6 Year Return | N/A | 116.64% |
| 7 Year Return | N/A | 149.79% |
| Expense Ratio | 0.82% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
3.77%
|
|
| 2 | Finance - Banks - Private Sector |
3.63%
|
|
| 3 | Energy |
2.51%
|
|
| 4 | Financials |
2.32%
|
|
| 5 | Communication Services |
2.20%
|
|
| 6 | Consumer Staples |
2.18%
|
|
| 7 | E-Commerce/E-Retail |
1.91%
|
|
| 8 | Utilities |
1.75%
|
|
| 9 | Financials |
1.65%
|
|
| 10 | Industrials |
1.60%
|
|
| 11 | Consumer Discretionary |
1.37%
|
|
| 12 | Non-Banking Financial Company (NBFC) |
1.31%
|
Minimum Purchase: ₹100
Exit Load: In respect of each purchase / switchin of units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
HDFC Multi Cap Fund - Direct Plan is managed by HDFC and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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