HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment

Hybrid, Multi Asset Allocation, Principal at very high risk

1 Year Return 3.32% at 08 Jun 2026 12:19 PM

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HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment: Mutual Fund Overview

HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment is an Multi Asset Allocation mutual fund with over 20.81 years of performance history. The scheme manages an AUM of ₹5887.05 Cr and has a NAV of ₹16.65. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 3.32%.

Fund Details

NAV 16.65

Sub-Type Multi Asset Allocation

Rating 3

Min. SIP Amount ₹100.0

Fund Age(Year) 20.81

Fund Size(in Crores) 5887.05

Fund Performance

1 Month -0.99%

3 Month -3.49%

6 Month -2.93%

1 Year 3.32%

3 Year 11.97%

5 Year 10.88%

Know This Fund

As on 08 Jun 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (0%) Market Cap Top Sectors Top Holding

Debt & Others (100%) Sector Allocation Certificate of Deposit 38.65 CBLO 3.93 Bonds 4.31 Debt Credit Ratings A1+ 42.88 AAA 33.61 AA+ 11.6 SOV 6.01 Cash & Call Money 5.63 Debt Category National Bank Agr. Rur. Devp 8.62 Canara Bank 4.2 Punjab National Bank 8.4 Axis Bank 3.98

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-Growth Ret 1M 0.46% Ret 1Y 6.31% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 3 to 6 Months Debt Index Fund Regular-IDCW Ret 1M 0.46% Ret 1Y 6.31% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-Growth Ret 1M 0.35% Ret 1Y 6.08% Ret 3Y 7.18% Ret 5Y 6.33%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Daily Reinvestment Ret 1M 0.35% Ret 1Y 6.08% Ret 3Y 7.18% Ret 5Y 6.33%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Regular-IDCW Weekly Ret 1M 0.35% Ret 1Y 6.08% Ret 3Y 7.18% Ret 5Y 6.33%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-Growth Ret 1M 0.35% Ret 1Y 6.08% Ret 3Y 7.18% Ret 5Y 6.33%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Daily Reinvestment Ret 1M 0.35% Ret 1Y 6.08% Ret 3Y 7.18% Ret 5Y 6.33%

Equity, Flexi Cap funds Aditya Birla Sun Life Savings Retail-IDCW Weekly Ret 1M 0.35% Ret 1Y 6.08% Ret 3Y 7.18% Ret 5Y 6.33%

Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-Growth Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Payout Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Regular-IDCW Reinvestment Ret 1M 0.47% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.82%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Bhagyesh Kagalkar

Education Mr. Kagalkar is a B.E. (Production) and MMS (Finance)

Experience Prior to joining HDFC Asset Management Company Limited, he has worked with Dolat Capital Markets Ltd., India Infoline Ltd., Sun Engineering Ltd., Al Ahlia Portfolio Securities Co., IIT Investrust.

Srinivasan Ramamurthy

Education Mr. Ramamurthy is an engineer by qualification from Jadavpur University and has done his MBA from IIM - Calcutta.

Experience Prior to joining HDFC Asset Management Company Limited, he has worked with Mahindra Mutual Fund, IDBI Federal Life Insurance, IIFL Capital Limited, Maybank Kim Eng, Credit Suisse and KPMG Advisory.

Nandita Menezes

Education CA (ICAI, INDIA), B.Com (University of Mumbai)

Experience Prior to joining HDFC AMC, she was associated with S.V. Ghatalia & Associates LLP.

Arun Agarwal

Education Mr. Agarwal is a B.Com. and Chartered Accountant

Experience Prior to joining HDFC Asset Management Company Limited, he has worked with SBI Funds Management Pvt. Ltd., ICICI Bank Limited, UTI Asset Management Pvt. Ltd.

Anil Bamboli

Education Mr. Bamboli is a CFA from Association for Investment Management and Research, U.S.A, Masters in Management Studies (Finance) and a Graduate in Cost and Works Accountant from ICWAI.

Experience Prior to joining HDFC AMC he has worked with SBI Fund Management for 11 years.

Nirman S. Morakhia

Education Mr. Morakhia has done BMS and MBA - Financial Markets

Experience Prior to joining HDFC Mutual Fund, he has worked with Mirae Asset Global Investment Management India Pvt. Ltd.

Dhruv Muchhal

Education Mr. Dhruv has done B.Com, CA and CFA

Experience Prior to joining HDFC MF,he has worked with Motilal Oswal Financial Services Ltd., Goldman Sachs, CRISIL Global Research & Analytics and Deloitte Haskins & Sells

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 43

Date of Incorporation 2005-08-17

Total AUM 937047.59

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment FAQs

How to invest in HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment?

Investing in HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.

What is the expense ratio of HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment?

The term expense ratio for HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment is 1.82% as of 08 Jun 2026.

What is the NAV of HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment?

The NAV of HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment is ₹16.65 as of 08 Jun 2026.

What is the AUM of HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment?

The AUM (Assets Under Management) of HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment is ₹5887.05 Cr as of 08 Jun 2026.

What is the PE and PB ratio of HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment?

The PE ratio of HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.

Can I invest in SIP and Lump Sum in HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment?

Yes, you can invest in HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.

What is the return of HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment in the last 5 years?

The return of HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment in the last 5 years is 10.88%.

What is the minimum SIP investment required in HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment?

The minimum SIP investment in HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment, the minimum SIP amount is ₹100.0.

What is the current NAV of HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment?

The NAV of HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment, as of 08 Jun 2026, is ₹16.65.

Who manages the HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment?

The fund managers responsible for HDFC Multi-Asset Allocation Fund Regular-IDCW Reinvestment are: