info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

HD

HDFC Multi-Asset Fund - IDCW Option

HDFC Mutual Fund · Hybrid · Multi Asset Allocation

₹16.83

-0.03 (-0.15%) trending_down

AUM: —

NAV updated 3 days ago

Plan

Option

Idcw

Risk

High

Expense Ratio

Exit Load

Fund Manager

Inception

Benchmark

Sharpe Ratio

-0.73

Std Dev (1Y)

10.48%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+0.86%

3m

-0.8%

6m

-7.46%

1y

-1.4%

3y

+3.84%

5y

+2.78%

10y

+3.88%

since inception

+2.36%

rate_review TopFund's Take on HDFC Multi-Asset Fund - IDCW Option

HDFC Multi-Asset Fund - IDCW Option is a Multi Asset Allocation fund from HDFC Mutual Fund. Returns have been soft relative to what the category has offered — worth checking if this is a temporary phase or a longer pattern.

Cost: Expense ratio data for this fund isn't available yet.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.73 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 10.48% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Sector allocation not available yet.

pie_chart Asset Allocation

Asset allocation not available yet.

Frequently Asked Questions about HDFC Multi-Asset Fund - IDCW Option

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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