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Multi Cap📊 NIFTY500 Multicap 50:25:25 (TRI)

HDFC Multi Cap Fund · Regular · Growth

HDFC Mutual Fund · Managed by Amar Kalkundrikar

#28 of 31 (1Y)

NAV

₹18.5460

as of 17 Jun 2026

Expense Ratio

1.68%

AUM

₹19,168 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-1.40%
3Y
+14.69%
5Y
Since Inception
+14.65%

SIP returns (XIRR)

1Y
-0.01%
3Y
+6.27%
5Y
Since Inception
+12.49%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹5,400

Invested

₹6,772

Value today

10.3%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

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100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹177

Value today

13.5%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹10,69,414

Value today

+0.8%

vs lumpsum

STP beat direct lumpsum by 0.8% — reduced timing risk paid off

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

-0.37

Sharpe Ratio

-0.05

Alpha

0.51

Beta

-0.35

Sortino

15.56%

Std Dev

-16.36%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseHDFC Mutual Fund
CategoryMulti Cap
Fund ManagerAmar Kalkundrikar
BenchmarkNIFTY500 Multicap 50:25:25 (TRI) ✓
Launch Date23 Nov 2021
AMFI Code149366
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100
Exit LoadIn respect of each purchase or switchin of units an Exit load of 1% is payable if units are redeemed or switched out within 1 year from the date of allotment No Exit Load is payable if units are redeemed or switched out after 1 year from the date of allotment No Entry or Exit Load shall be levied on bonus units and Units allotted on Re-investment of Income Distribution cum Capital Withdrawal

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026
Holding% NAV

Investment Objective

HDFC Multi Cap Fund · Regular · Growth seeks to generate long-term capital growth by investing across large, mid, and small-cap stocks with a minimum 25% allocation to each segment. This SEBI-mandated diversification ensures broad market exposure across all capitalisation tiers.

About This Fund

HDFC Multi Cap Fund · Regular · Growth is a Multi Cap mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹19,168 Cr, reflecting investor confidence in the fund's strategy. The fund is managed by Amar Kalkundrikar. It benchmarks its performance against NIFTY500 Multicap 50:25:25 (TRI). The current expense ratio is 1.68%.

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