HDFC Multi - Asset Growth
Medium
Risk
Other Schemes
Multi Asset Allocation
+
14.43
%
14.43
%
3Y annualised
+
0.27
%
0.27
%
1D
1M
6M
1Y
3Y
All
Fund size
2527
NAV:
Mar 7, 2024
61.512
Sector
Tech
Type
Other_schemes
Launched
Aug 2005
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Gold ETF
10.66
%
HDFC Bank Ltd
6.2
%
Axis Bank Ltd
4.48
%
ICICI Bank Ltd
3.75
%
State Bank of India
3.31
%
Future on Axis Bank Ltd
2.88
%
Future on Titan Co Ltd
2.28
%
Titan Co Ltd
2.26
%
Future on HDFC Bank Ltd
2.19
%
7.18% Govt Stock 2033
2.15
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 12.0 Months, 0.0 % if redeemed after 12.0 Months.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
HDFC Multi - Asset Growth
More details
Investment objective
The objective of the Scheme is to generate long term capital appreciation/income by investing in a diversified portfolio of equity & equity related instruments, debt & money market instruments and Gold. There is no assurance that the investment objective of the Scheme will be realized.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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