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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

#51 of 106 (1Y)

NAV

₹19.5690

as of 31 Jul 2026

Expense Ratio

1.13%

AUM

₹4,733 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+7.46%
3Y
+12.90%
5Y
+12.54%
Since Inception
+13.68%

SIP returns (XIRR)

1Y
+6.73%
3Y
+10.36%
5Y
+12.44%
Since Inception
+12.50%

What history actually did — last 5 years (Aug 2021 – Jul 2026)

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

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹3,98,735 today ₹2,95,000 invested, 12.3% XIRR.

₹2,95,000

Invested

₹3,98,735

Value today

12.3%

XIRR (p.a.)

Try the SIP calculator with this fund

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

Real NAV backtest

₹1,00,000 invested 5 years ago would be ₹1,79,039 today (12.4% CAGR).

A regular withdrawal plan (SWP)

Real NAV backtest

A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2021 would still hold ₹13,91,659.

Fund vs Benchmark (TRI)

Same SIP, benchmark total-return index

The same SIP would be worth ₹3,98,735 in this fund vs ₹3,59,606 in the benchmark — outperformance of ₹39,129.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 5 years (Aug 2021 – Jul 2026) (3 Jun 2024) would be ₹1,20,796 today (1.21×).

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

0.42

Sharpe Ratio

+0.07

Alpha

0.27

Beta

0.41

Sortino

8.29%

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

Investment Objective

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 ₹4,733 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 TRI. The current expense ratio is 1.13%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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