HDFC Multi-Asset Fund - (G) Mutual fund

HDFC Multi-Asset Fund - (G)

Q: How to Invest in HDFC Multi-Asset Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is HDFC Multi-Asset Fund good?

The HDFC Multi-Asset Fund has an AUM of ₹3817.76 Cr as on 12/20/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 14.29%. The risk is Very High against the category average of 49.28.

Q: Is HDFC Multi-Asset Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year. If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.

Q: What is the lock-in period of HDFC Multi-Asset Fund?

There is no lock-in period applicable on HDFC Multi-Asset Fund.

Q: What is the expense ratio of HDFC Multi-Asset Fund?

The expense ratio of HDFC Multi-Asset Fund is 1.91%.

Hybrid

●

Multi Asset Allocation

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Fund Details

Current NAV

₹66.84

Expense Ratio

1.91%

Min SIP

₹100

Fund Size

₹3818Cr

Min Investment

₹100

Lock In

Scheme Information Document

Exit load: In respect of each purchase/switch-in of Units, 15% of the units (the limit) may be redeemed without any Exit Load from the date of allotment 1.00% - If Units are redeemed / switched-out within 12 months from the date of allotment. Nil - If Units are redeemed / switched-out after 12 months from the date of allotment.

Fund Performance

Alpha

2.50%

Beta

0.49

Sharpe Ratio

0.7811

Risk

6.45%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

HDFC Multi-Asset Fund - (G) FAQs

Q1. How to Invest in HDFC Multi-Asset Fund through Rupeezy?

Q2. Is HDFC Multi-Asset Fund good?

Q3. Is HDFC Multi-Asset Fund tax free?

Q4. What is the lock-in period of HDFC Multi-Asset Fund?

Q5. What is the expense ratio of HDFC Multi-Asset Fund?

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