MF
MFGenie.ai
Multi Asset / Dynamic

HDFC Multi-Asset Allocation Fund · Direct · Growth

HDFC Mutual Fund

NAV

₹85.7150

as of 03 Aug 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+8.13%
3Y
+13.28%
5Y
+12.08%
Since Inception
+11.66%

SIP returns (XIRR)

1Y
+6.51%
3Y
+10.28%
5Y
+12.21%
Since Inception
+12.33%

Performance Comparison

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Fund Details

Fund HouseHDFC Mutual Fund
CategoryMulti Asset / Dynamic
Launch Date01 Jan 2013
AMFI Code119131
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit LoadIn respect of each purchase or switch in of Units 15% of the units (?the limit?) may be redeemed without any Exit Load from the date of allotment However please note that the Units will be redeemed on First In First Out (FIFO) basis Any redemption in excess of the above limit shall be subject to the following exit load Exit Load of 1.00% is payable if units are redeemed or switched out within 12 months from the date of allotment No Exit Load is payable if units are redeemed or switched out after 12 months from the date of allotment

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Jun 2026

portfolio shared with HDFC Multi-Asset Fund - Growth Option

Holding% NAV

Investment Objective

HDFC Multi-Asset Allocation Fund · Direct · Growth invests across at least three asset classes — equity, debt, and one more (gold, international equity, or REITs) — with a minimum 10% in each. This diversification aims to reduce portfolio volatility and provide more stable returns.

About This Fund

HDFC Multi-Asset Allocation Fund · Direct · Growth is a Multi Asset / Dynamic mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 13 years.

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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