Hdfc Multi Cap Fund Regular Plan Growth

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:

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.

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