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Fund of Funds (Domestic)📊 NIFTY 50 TRI(SEBI default)

HDFC Multi-Asset Active Fund of Funds · Regular · Growth

HDFC Mutual Fund

#86 of 115 (1Y)

NAV

₹18.9880

as of 29 Sept 2026

Expense Ratio

1.13%

AUM

₹5,821 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+2.49%
3Y
+11.33%
5Y
+11.10%
Since Inception
+12.60%

SIP returns (XIRR)

1Y
-0.78%
3Y
+6.94%
5Y
+10.46%
Since Inception
+10.66%

What history actually did — last 5 years (Oct 2021 – Sept 2026)

A ₹5,000 monthly SIP for the last 5 years (Oct 2021 – Sept 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹3,79,679 today — ₹2,95,000 invested, 10.3% XIRR.

₹2,95,000

Invested

₹3,79,679

Value today

10.3%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 5 years (Oct 2021 – Sept 2026)

Real NAV backtest

₹1,00,000 invested 5 years ago would be ₹1,69,083 today (11.1% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Oct 2021 would still hold ₹13,11,149.

Fund vs Benchmark (TRI)

Same SIP, benchmark total-return index

The same SIP would be worth ₹3,79,679 in this fund vs ₹3,31,271 in the benchmark — outperformance of ₹48,408.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 5 years (Oct 2021 – Sept 2026) (3 Jun 2024) would be ₹1,17,210 today (1.17×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

0.23

Sharpe Ratio

+0.05

Alpha

0.29

Beta

0.23

Sortino

8.18%

Std Dev

-8.97%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseHDFC Mutual Fund
CategoryFund of Funds (Domestic)
BenchmarkNIFTY 50 TRI ✓
Launch Date05 May 2021
AMFI Code148901

What this fund does

HDFC Multi-Asset Active Fund of Funds · Regular · Growth by HDFC Mutual Fund is a Fund of Funds (Domestic) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Domestic) category.

About This Fund

HDFC Multi-Asset Active Fund of Funds · Regular · Growth is a Fund of Funds (Domestic) mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 5 years. It manages assets worth ₹5,821 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 TRI. The current expense ratio is 1.13%.

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