HDFC Multi - Asset Allocation Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.45
• Std Deviation 5.66%
• Tracking Error 0.00%

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.

The HDFC Multi - Asset Allocation Growth has an AUM of 5303.17 crores & has delivered CAGR of 13.01% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.87%. The minimum investment in HDFC Multi - Asset Allocation Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Low & Exceptional respectively.

The top holdings of the fund include Cash Offset For Derivatives, HDFC Mutual Fund - HDFC Gold Exchange Traded Fund, Treps - Tri-Party Repo & Reliance Industries.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Biotechnology & Drugs.

Some of the similar funds are HDFC Multi - Asset Allocation Growth, Tata Multi Asset Allocation Fund Regular Growth, DSP Multi Asset Allocation Fund Regular Growth, WhiteOak Capital Multi Asset Allocation Fund Regular Growth, Aditya Birla Sun Life Multi Asset Allocation Fund Regular Growth. HDFC Multi - Asset Allocation Growth has a sharpe ratio of 1.45 & a standard deviation of 5.66%.