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HybridMulti Asset AllocationDirect · Growth

HDFC Multi-Asset Fund - Growth Option - Direct Plan

HDFC · Scheme 119131

85.34 0.44%NAV · 2026-08-05
57
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
13.1%
Risk level
Moderately High
Min SIP
Benchmark
Multi-asset composite index

NAV Growth

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Historical returns

PeriodReturn
1 Month+1.24%
3 Months+2.62%
6 Months-0.84%
1 Year+7.19%
3 Years (CAGR)+13.11%
5 Years (CAGR)+11.99%
10 Years (CAGR)+11.91%
Since Launch+11.63%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns38
Consistency65
Risk-adjusted45
Downside protection65
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +13.1%
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 4.4%
  • Volatility: 8% annualised
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR vs category: -3.1% vs category avg
  • 5Y CAGR vs category: -2.3% vs category avg
  • Beat category: beat category in 9% of windows
  • Sharpe ratio: 0.64

Risk metrics

Sharpe ratio
0.64
Sortino ratio
0.69
Volatility
8.07%
Max drawdown
-27.08%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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