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Hdfc Multi Cap Fund Regular Plan Growth
NAV (Apr 26,2024)
HDFC Multi Cap Fund - Regular Plan - Growth is a mutual fund scheme established on December 10, 2021. It has a total asset under management (AUM) of ₹11,030.21. The fund has a minimum investment requirement of ₹100 and does not have any lock-in period. The expense ratio is 1.71%, while the price-to-earnings (PE) ratio is 38.67 and the price-to-book (PB) ratio is 6.23. It is a growth-oriented plan.
Hdfc Multi Cap Fund Regular Plan Growth Latest Trend
- 1M
- 2M
- 3M
Hdfc Multi Cap Fund Regular Plan Growth Latest Trend
Risk Ratios
- P/E Ratio38.67
- P/B Ratio6.23
- Alpha0.02
- Beta0.93
- Sharpe0.23
- Sortino0.38
Fund Overview
1.71%
0%
No Lock-in
₹ 11030.21 Cr
SIP ₹100.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 28, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
|---|---|---|---|---|---|
| ₹ 10,000 | ₹ 10,811.31 (8.11%) | ₹ 12,746.31 (27.46%) | ₹ 15,182.38 (51.82%) | ₹ -- (--) | ₹ -- (--) |
| ₹ 30,000 | ₹ 32,433.93 (8.11%) | ₹ 38,238.93 (27.46%) | ₹ 45,547.14 (51.82%) | ₹ -- (--) | ₹ -- (--) |
| ₹ 50,000 | ₹ 54,056.55 (8.11%) | ₹ 63,731.55 (27.46%) | ₹ 75,911.9 (51.82%) | ₹ -- (--) | ₹ -- (--) |
| ₹ 80,000 | ₹ 86,490.48 (8.11%) | ₹ 1,01,970.48 (27.46%) | ₹ 1,21,459.04 (51.82%) | ₹ -- (--) | ₹ -- (--) |
| ₹ 1,00,000 | ₹ 1,08,113.1 (8.11%) | ₹ 1,27,463.1 (27.46%) | ₹ 1,51,823.8 (51.82%) | ₹ -- (--) | ₹ -- (--) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- HDFC Bank Ltd5.51%
- ICICI Bank Ltd2.89%
- TREPS Tri party Repo2.69%
- Reliance Industries Ltd2.41%
- Infosys Limited2.31%
- Coforge Limited1.61%
- Larsen and Toubro Ltd1.49%
- Indusind Bank Ltd1.36%
- Vesuvius India Ltd1.26%
- ITC Ltd1.26%
- Tata Motors Ltd1.20%
- Tata Consultancy Services Ltd1.18%
- Bharti Airtel Ltd1.17%
- Max Healthcare Institute Limited1.14%
- State Bank of India1.11%
- SBI Life Insurance Company Ltd1.09%
- Axis Bank Ltd1.08%
- Hindustan Petroleum Corp Ltd1.08%
- Apar Industries Limited1.06%
- Chalet Hotels Ltd1.01%
- HCL Technologies Ltd1.00%
- Ambuja Cements Ltd0.99%
- Bajaj Finance Ltd0.96%
- JSW Infrastructure Limited0.96%
- UltraTech Cement Limited0.95%
- Tata Communications Limited0.95%
- MphasiS Limited0.94%
- Sun Pharmaceutical Industries Ltd0.92%
- Coal India Ltd0.89%
- NTPC Limited0.88%
- Five Star Business Finance Limited0.88%
- Power Finance Corporation Ltd0.88%
- Indian Hotels Company Ltd0.87%
- FUSION MICRO FINANCE LIMITED0.86%
- Apollo Tyres Ltd0.83%
- United Spirits Limited0.80%
- Kalpataru Projects International Ltd0.78%
- The Federal Bank Ltd0.76%
- REC Limited0.75%
- Bank of Baroda0.74%
- ESCORTS LTD0.74%
- Shriram Finance Ltd0.73%
- Persistent Systems Limited0.72%
- Bharat Forge Ltd0.70%
- Voltas Ltd0.69%
- Centum Electronics Ltd0.66%
- Embassy Office Parks REIT0.65%
- Techno Electric & Engin Co Ltd0.65%
- Carborundum Universal Ltd0.65%
- Cipla Ltd0.65%
- Archean Chemical Industries Limited0.65%
- ONE WAM LIMITED0.64%
- Mahindra & Mahindra Ltd0.63%
- Chambal Fertilizers & Chemicals Ltd0.63%
- Supreme Industries Ltd0.63%
- Oil & Natural Gas Corporation Ltd0.63%
- Wheels India Ltd0.62%
- Delta Corp Ltd0.61%
- Aurobindo Pharma Ltd0.59%
- Timken India Ltd0.58%
- Hindustan Unilever Ltd0.58%
- Great Eastern Shipping Company Ltd0.58%
- Cholamandalam Investment & Finance Co Ltd0.57%
- Eris Lifesciences Ltd0.56%
- Trent Ltd0.55%
- Birla Corporation Ltd0.55%
- Hindustan Construction Company Ltd0.55%
- Tata Steel Ltd0.54%
- Dixon Technologies India Ltd0.54%
- Gland Pharma Ltd0.51%
- Elecon Engineering Comapny Ltd0.50%
- Sonata Software Ltd0.50%
- Crompton Greaves Consumer Elec Ltd0.48%
- Ipca Laboratories Ltd0.48%
- Bharat Dynamics Limited0.48%
- Symphony Ltd0.48%
- Jindal Steel & Power Ltd0.47%
- Motilal Oswal Financial Services Ltd0.47%
- Bharat Electronics Ltd0.47%
- Atul Ltd0.46%
- METRO BRANDS LIMITED0.45%
- Hindalco Industries Ltd0.45%
- Zee Entertainment Enterprises Ltd0.44%
- CESC Ltd0.44%
- Indian Renewable Energy Development Agency Limited0.44%
- Dr Reddys Laboratories Ltd0.44%
- Kotak Mahindra Bank Limited0.43%
- Mahindra & Mahindra Financial Services Ltd0.43%
- GUJARAT FLUOROCHEMICALS LIMITED0.43%
- TD Power Systems Ltd0.42%
- Gabriel India Ltd0.41%
- Gulf Oil Lubricants India Ltd0.41%
- Godrej Consumer Products Ltd0.41%
- Sundaram Finance Ltd0.40%
- Gandhar Oil Refinery India Limited0.39%
- Aavas Financiers Ltd Formerly known as Au Housing Finance Ltd0.39%
- Asian Paints Limited0.39%
- The Ramco Cements Ltd0.38%
- KEC International Ltd0.37%
- Maruti Suzuki India Limited0.37%
- Navin Fluorine International Ltd0.37%
- PB FINTECH LIMITED Policy Bazaar0.37%
- Mahanagar Gas Ltd0.36%
- EIH Ltd0.36%
- Muthoot Finance Ltd0.36%
- Tech Mahindra Ltd0.35%
- Dilip Buildcon Ltd0.35%
- CIE Automotive India Ltd0.34%
- Havells India Ltd0.34%
- Dabur India Ltd0.33%
- Pidilite Industries Ltd0.33%
- United Breweries Ltd0.32%
- Torrent Power Ltd0.32%
- CREDITACCESS GRAMEEN LIMITED0.32%
- UPL Ltd0.31%
- CG Power and Industrial Solutions Ltd0.31%
- Jubilant Ingrevia Limited0.31%
- Aarti Industries Ltd0.30%
- Nilkamal Ltd0.30%
- Kajaria Ceramics Ltd0.30%
- SULA VINEYARDS LIMITED0.29%
- Bandhan Bank Ltd0.28%
- Graphite India Ltd0.28%
- Zensar Technologies Ltd0.28%
- Prudent Corporate Advisory Services Limited0.27%
- Jagran Prakashan Ltd0.27%
- Eicher Motors Ltd0.26%
- Shoppers Stop Ltd0.26%
- Bajaj Electricals Ltd0.26%
- Greenply Industries Ltd0.26%
- KAYNES TECHNOLOGY INDIA LIMITED0.26%
- MM Forgings Ltd0.26%
- Restaurant Brands Asia Limited0.25%
- Orient Cement Ltd0.25%
- Equitas Small Finance Bank Ltd0.25%
- Varroc Engineering Limited0.25%
- Goodyear India Ltd0.25%
- TEGA INDUSTRIES LIMITED0.25%
- Aditya Birla Fashion and Retail Ltd0.24%
- L&T Technology Services Ltd0.24%
- Indoco Remedies Ltd0.24%
- AkzoNobel India Ltd0.24%
- Sona Blw Precision Forgings0.23%
- Bajaj Consumer Care Ltd0.23%
- Gateway Distriparks Limited0.23%
- Samvardhana Motherson International Ltd0.22%
- Sagar Cements Ltd0.20%
- Aarti Pharmalabs Limited0.20%
- Bank of India0.19%
- Blue Star Ltd0.18%
- Rallis India Ltd0.17%
- Advanced Enzyme Technologies Ltd0.17%
- TCI Express Ltd0.17%
- Alkem Laboratories Ltd0.17%
- Chemplast Sanmar Limited0.16%
- Voltamp Transformers Ltd0.15%
- GO FASHION INDIA LIMITED0.15%
- Balkrishna Industries Ltd0.15%
- Suprajit Engineering Ltd0.15%
- Balrampur Chini Mills Ltd0.14%
- Vardhman Textiles Ltd0.14%
- SBI CARDS AND PAYMENT SERVICES LIMITED0.14%
- Sundram Fasteners Ltd0.14%
- Data Patterns India Limited0.13%
- Jio Financial Services Limited0.13%
- CanFin Homes Ltd0.13%
- Motherson Sumi Wiring India Limited0.13%
- BIKAJI FOODS INTERNATIONAL LIMITED0.12%
- JSW Energy Ltd0.09%
- SRF Ltd0.09%
- Avanti Feeds Ltd0.08%
- Bajel Projects Limited0.03%
- Rishabh instruments Limited0.03%
- Torrent Pharmaceuticals Ltd0.01%
- Net Current Assets-0.17%
- Bank - Private12.57%
- IT - Software9.13%
- Finance - NBFC6.09%
- Refineries3.49%
- Chemicals3.09%
- Miscellaneous2.52%
- Electric Equipment2.31%
- Bank - Public2.04%
- Auto Ancillary1.89%
- Retailing1.66%
- Finance Term Lending1.63%
- Forgings1.30%
- Refractories1.26%
- Cigarettes/Tobacco1.26%
- Tyres & Allied1.23%
- Insurance1.09%
- Port0.96%
- Plastic Products0.93%
- Finance - Others0.91%
- Mining & Minerals0.89%
- Air Conditioners0.87%
- Lubricants0.80%
- Automobiles-Tractors0.74%
- Abrasives0.65%
- Fertilizers0.63%
- Oil Exploration0.63%
- Paints0.62%
- Defence0.61%
- Bearings0.58%
- Shipping0.58%
- Diversified0.55%
- Finance - Housing0.52%
- Metal - Non Ferrous0.45%
- Logistics0.39%
- Fintech0.37%
- Wood & Wood Products0.26%
- Restaurants0.25%
- Consumer Food0.20%
- Sugar0.14%
- Textile0.14%
- Fasteners0.14%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
| Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
| EQUITY | Very High | 31.40% |
| EQUITY | Very High | 20.61% |
| EQUITY | Very High | 20.35% |
| EQUITY | Very High | 19.67% |
| EQUITY | Very High | 17.69% |
| EQUITY | Very High | 17.53% |
| EQUITY | Very High | 17.45% |
| EQUITY | Very High | 17.11% |
| EQUITY | Very High | 13.48% |
| EQUITY | Very High | -3.41% |
HSBC Multi Cap Fund - Regular Plan - Growth
Baroda BNP Paribas Multi Cap Fund - Regular Plan - Growth
Kotak India Growth Fund - Series 4 - Growth
ICICI Prudential Multicap Fund - Growth
Nippon India Multi Cap Fund - Growth
LIC MF Multi Cap Fund - Regular Plan - Growth
Bandhan Multi Cap Fund - Regular Plan - Growth
Union Multicap Fund - Regular Plan - Growth
Aditya Birla Sun Life Multi-Cap Fund - Regular Plan - Growth
Axis Capital Builder Fund - Series 4 - Regular Plan - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| EQUITY | Very High | 53.48% |
| EQUITY | Very High | 53.05% |
| EQUITY | Very High | 51.45% |
| EQUITY | Very High | 44.71% |
| EQUITY | Very High | 39.94% |
| EQUITY | Very High | 39.07% |
| EQUITY | Very High | 38.54% |
| EQUITY | Very High | 35.40% |
| EQUITY | Very High | 32.57% |
| EQUITY | Very High | -1.08% |
Quant Active Fund - Growth
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
ITI Multi-Cap Fund - Regular Plan - Growth
Invesco India Multicap Fund - Growth
Sundaram Multi Cap Fund - Growth
SBI Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| EQUITY | Very High | 31.55% |
| EQUITY | Very High | 28.12% |
| EQUITY | Very High | 27.16% |
| EQUITY | Very High | 25.75% |
| EQUITY | Very High | 24.17% |
| EQUITY | Very High | 23.73% |
| EQUITY | Very High | 22.78% |
| EQUITY | Very High | 21.31% |
| EQUITY | Very High | 20.86% |
| EQUITY | Very High | 18.38% |
| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| EQUITY | Very High | 29.05% |
| EQUITY | Very High | 26.06% |
| EQUITY | Very High | 24.30% |
| EQUITY | Very High | 20.41% |
| EQUITY | Very High | 20.40% |
| EQUITY | Very High | 19.12% |
| EQUITY | Very High | 18.82% |
| EQUITY | Very High | 18.79% |
Fund Managers
Mr. Gopal AgrawalChief Investment Officer
He has over 7 years of experience in the field of finance and financial related services. Mr. Agrawal is responsible for supervision and management of Equity Investments. Prior to this assignment, Mr. Agrawal was the Fund Manager with SBI Mutual Fund. He has also been associated with organizations like Kotak Securities, HDFC Securities, IDBI Capital, UTI Securities and IPCL.
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Compare with similar Funds
The HDFC Multi Cap Fund – Regular Plan is an equity mutual fund. It offers long-term capital appreciation to its users as it invests in a mix of equity and equity-related instruments that span various market capitalizations. The portfolio of the HDFC Multi Cap Fund includes stocks from all market segments, including large-cap, mid-cap, and small-cap stocks. The fund embodies a strategic investment approach, letting consumers make an informed decision. This diversification spanning different market segments helps reduce risk while optimising the potential return on investment.
Key Parameters of HDFC Multicap Fund – Regular Plan – Growth
- Fund House: HDFC Mutual Fund
- Fund Manager: Mr.Gopal Agrawal, Mr. Dhruv Muchchal
- Fund Type: Open-ended Equity Scheme
- Launch Date: December 07, 2021
- Net Asset Value (NAV): Rs 13.8250
- Assets Under Management (AUM): RS 8,834 Crores
- Expense ratio: 1.76%
- Exit load: 1.0% of the selling value (fee applicable only for assets sold within one year; no exit load after one year).
- Risk-O-Meter: Very High
Taxation
The taxation of the HDFC Multi Cap Fund – Growth – Direct Plan can be categorized into two types: long-term capital gain tax and short-term capital gain tax.
- If you sell your capital after 1 year from the purchase date. It is considered a long-term capital gain. In this scenario, you will need to give a 10% tax rate, exclusive of any surcharge.
- However, if you decide to sell your capital 1 year before the purchase date, it is considered a short-term capital gain, and the current tax rate is 15%, exclusive of any surcharge.
Holdings
The fund has 35.07% holdings in large cap stocks, 14.19% in mid cap stocks, 26.49% in small cap stocks. With this, the average market capitalization of the stock is 86.709.51 CR. The top 10 holdings of this fund are as follows:
|
COMPANY |
SECTOR |
ASSETS(%) |
P/E |
EPS-TTM(₹) |
RETURN 1 YR(%) |
|
HDFC Bank |
Financial |
6.14 |
23.87 |
64.35 |
6.72 |
|
ICICI Bank |
Financial |
3.12 |
17.85 |
53.29 |
9.31 |
|
Reliance Industries |
Energy |
2.73 |
24.55 |
95.71 |
-0.9 |
|
Apar Industries |
Diversified |
2.44 |
29.06 |
186.23 |
284.97 |
|
Infosys |
Technology |
2.03 |
23.88 |
59.93 |
-2.92 |
|
Larsen & Toubro |
Construction |
1.59 |
37.71 |
81.94 |
61.62 |
|
ITC |
Consumer Staples |
1.51 |
28.02 |
16 |
35 |
|
Tata Consultancy Services |
Technology |
1.39 |
29.26 |
122.04 |
15.22 |
|
Vesuvius India |
Capital Goods |
1.37 |
41.53 |
78.5 |
123.47 |
|
State Bank of India |
Financial |
1.29 |
7.69 |
74.92 |
9.28 |
Returns
The fund has delivered annualised returns of 33.16% since its inception. In the last year, the fund generated a return of 23.92%. In the last three months, the fund generated absolute returns of 2.74%. Overall, it is performing well in the markets and is a good investment opportunity. The table given below showcases the basic snapshot of the returns from April to September 2023.
|
|
Sep 2023 |
Aug 2023 |
Jul 2023 |
Jun 2023 |
May 2023 |
Apr 2023 |
|
Number of Holdings |
160 |
153 |
150 |
147 |
144 |
142 |
|
Top 5 Company Holdings |
16.46% |
14.74% |
14.28% |
14.34% |
14.61% |
15.56% |
|
Top 10 Company Holdings |
23.61% |
22.32% |
23.10% |
22.60% |
23.11% |
24.49% |
|
Company with Highest Exposure |
HDFC Bank (6.14%) |
HDFC Bank (4.98%) |
HDFC Bank (4.12%) |
ICICI Bank (3.82%) |
ICICI Bank (4.15%) |
ICICI Bank (4.27%) |
|
Number of Sectors |
17 |
17 |
18 |
17 |
17 |
17 |
|
Top 3 Sector Holdings |
40.36% |
39.59% |
39.04% |
39.52% |
39.55% |
39.47% |
|
Top 5 Sector Holdings |
55.03% |
54.15% |
54.57% |
55.75% |
55.86% |
55.35% |
|
Sector with Highest Exposure |
Financial (22.73%) |
Financial (20.64%) |
Financial (20.51%) |
Financial (21.02%) |
Financial (21.11%) |
Financial (21.88%) |
Investment Objective of HDFC Multi Cap Fund – Regular Plan-Growth
As an investment scheme, the HDFC Multi Cap Fund – Regular Plan – Growth seeks to generate long-term capital appreciation by investing in equity and equity-related securities of large-cap, mid and small-cap companies.
Minimum Investment and Lockin Period
You can start with as little as INR 100 as far as investment is concerned, and depending upon your choice, you can lock in your investment for 3 months to 5 years.
AMC Information
The AMC information for HDFC Multi Cap Fund – Growth – Direct Plan is as follows:
- Name: HDFC Mutual Fund
- Website: https://www.hdfcfund.com/
- Email: cliser@hdfcfund.com
- Contact Number: 1800-3010-6767 / 1800-419-7676
- Address: HDFC House, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai – 400020
FAQs
How do I invest in a HDFC Multi Cap Fund - Regular Plan - Growth?
You can go to the official website of HDFC or download their mobile application to start your investment journey.
Is HDFC Multi Cap Fund - Regular Plan - Growth a risky investment?
In any mutual fund, a certain sense of risk is involved as they are exposed to the markets. However, as compared to directly investing in stocks, mutual funds are a fairly safe investment bet.
Should we invest in the HDFC Multi Cap Fund - Regular Plan - Growth in 2023?
Yes, if you are planning to invest in 2023 and haven’t done any investment yet, then the HDFC Multi Cap Fund would be a good investment choice for you.
What are the top sectors HDFC Multi Cap Fund - Regular Plan - Growth has invested in?
The HDFC Multi Cap Fund – Regular Plan – Growth has invested in the following sectors: Financial – 22.73%, Capital Goods – 9.27%, Technology – 8.36%, Automobile – 8.20%, Services – 6.47%
and Others – 44.97%.
What is the NAV of the HDFC Multi Cap Fund - Regular Plan - Growth?
The NAV of the HDFC Multi Cap Fund is 13.8250
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