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HDFC Multi-Asset Active FOF - Growth Option -Direct Plan

HDFC · Scheme 148903

20.93 0.28%NAV · 2026-08-05
82
Excellent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
14.7%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+1.32%
3 Months+4.29%
6 Months+1.35%
1 Year+9.30%
3 Years (CAGR)+14.65%
5 Years (CAGR)+13.82%
10 Years (CAGR)
Since Launch+15.05%

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 →

Returns63
Consistency100
Risk-adjusted71
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +14.7%
  • 5Y CAGR: +13.8%
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 100% of windows
  • Sharpe ratio: 1.11

Risk metrics

Sharpe ratio
1.11
Sortino ratio
1.40
Volatility
7.32%
Max drawdown
-8.84%
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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