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

HDFC Multi Cap Fund - Growth Option

HDFC Mutual Fund · Managed by Amar Kalkundrikar

#28 of 31 (1Y)

₹18.1000

0.24 (-1.31%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹18.1000

0.24 (-1.31%)

29 May 2026

AMFI: 149366

Direct · Growth

₹₹19.0710

0.25 (-1.30%)

29 May 2026

AMFI: 149368

Regular · IDCW

₹₹16.3970

0.22 (-1.31%)

29 May 2026

AMFI: 149365

Direct · IDCW

₹₹17.4280

0.23 (-1.30%)

29 May 2026

AMFI: 149367

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.83%
1 Month-2.54%
3 Months-4.74%
6 Months-7.79%
1 Year-3.02%
3 Years (CAGR)+15.73%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Nov 2021)+13.94%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-5.69%
3 Year SIP+5.06%
5 Year SIP
Since Inception (Nov 2021)+11.41%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹5,300

Invested

₹6,834

Value today

11.5%

XIRR (p.a.)

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

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹181

Value today

14.2%

CAGR (p.a.)

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

Try Lumpsum Calculator

₹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

₹10,94,753

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

Direct vs Regular — ₹500/month over 4 years

Expense ratio drag on your actual returns

Direct plan

₹31,294

Regular plan

₹30,543

Direct earns ₹751 more on a ₹24K investment0.78% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseHDFC Mutual Fund
CategoryMulti Cap
Plan Typeregular
Optiongrowth
AUM₹19,168 Cr
Expense Ratio1.68%
Min SIP₹100
Min Lumpsum₹100
Fund ManagerAmar Kalkundrikar
BenchmarkNIFTY500 Multicap 50:25:25 (TRI) ✓
Launch Date23 Nov 2021
AMFI Code149366

Risk Metrics

Trailing 1 year, annualised

-0.47

Sharpe Ratio

-0.06

Alpha

0.49

Beta

-0.44

Sortino

15.41%

Std Dev

-17.56%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

HDFC Bank Ltd.£

INE040A01034

4.02%

HDFC Bank Ltd.£

INE040A01034

3.81%

ICICI Bank Ltd.

INE090A01021

3.62%

ICICI Bank Ltd.

INE090A01021

3.40%

Reliance Industries Ltd.

INE002A01018

3.02%

Reliance Industries Ltd.

INE002A01018

2.89%

Axis Bank Ltd.

INE238A01034

2.57%

Axis Bank Ltd.

INE238A01034

2.52%

Britannia Industries Ltd.

INE216A01030

2.43%

Britannia Industries Ltd.

INE216A01030

2.37%

Bharti Airtel Ltd.

INE397D01024

2.24%

Bharti Airtel Ltd.

INE397D01024

2.22%

NTPC Limited

INE733E01010

1.86%

NTPC Limited

INE733E01010

1.74%

Larsen and Toubro Ltd.

INE018A01030

1.72%

Larsen and Toubro Ltd.

INE018A01030

1.67%

Eternal Limited

INE758T01015

1.62%

Eternal Limited

INE758T01015

1.57%

Infosys Limited

INE009A01021

1.55%

ICICI Lombard General Insurance Co

INE765G01017

1.53%

State Bank of India

INE062A01020

1.44%

ICICI Lombard General Insurance Co

INE765G01017

1.42%

State Bank of India

INE062A01020

1.41%

Mahindra & Mahindra Ltd.

INE101A01026

1.40%

Infosys Limited

INE009A01021

1.39%

Kotak Mahindra Bank Limited

INE237A01036

1.36%

Kotak Mahindra Bank Limited

INE237A01036

1.32%

Mahindra & Mahindra Ltd.

INE101A01026

1.32%

HCL Technologies Ltd.

INE860A01027

1.31%

Maruti Suzuki India Limited

INE585B01010

1.28%

PNB Housing Finance Ltd.

INE572E01012

1.28%

Maruti Suzuki India Limited

INE585B01010

1.25%

PB Fintech Limited

INE417T01026

1.24%

Tata Steel Ltd.

INE081A01020

1.24%

Alkem Laboratories Ltd.

INE540L01014

1.23%

Shriram Finance Ltd.

INE721A01047

1.22%

PB Fintech Limited

INE417T01026

1.18%

Shriram Finance Ltd.

INE721A01047

1.17%

Power Finance Corporation Ltd.

INE134E01011

1.16%

Timken India Ltd.

INE325A01013

1.14%

Alkem Laboratories Ltd.

INE540L01014

1.13%

Tata Communications Limited

INE151A01013

1.09%

Bajaj Finance Ltd.

INE296A01032

1.09%

Timken India Ltd.

INE325A01013

1.09%

Tata Steel Ltd.

INE081A01020

1.09%

Power Finance Corporation Ltd.

INE134E01011

1.09%

Tube Investments of India Ltd.

INE974X01010

1.08%

Balkrishna Industries Ltd.

INE787D01026

1.07%

Jubilant Foodworks Limited

INE797F01020

1.05%

Max Healthcare Institute Limited

INE027H01010

1.05%

Performance Comparison

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Investment Objective

HDFC Multi Cap Fund - Growth Option 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 - Growth Option 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