HDFC Multi - Asset Direct Plan
Scheme Type
Open-ended
Scheme Category
Multi Asset Allocation
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 144.58
Expense Ratio
2.2%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 334964
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
30 Jun 2000
Sponsor
NA
Email
cliser@hdfcfund.com
Phone
022 - 66316333
Address
Ramon House, 3rd Floor, H.T Parekh Marg,,169, Backbay Reclamation,,Churchgate, Mumbai - 400020
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
For redemption in excess of 15% of the units, 1% will be charged if redeemed within 12 months.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The objective of the Scheme is to generate long term capital appreciation/income by investing in a diversified portfolio of equity & equity related instruments, debt & money market instruments and Gold. There is no assurance that the investment objective of the Scheme will be realized.
Suitability
This product is suitable for investors who are seeking
• positive returns over medium term with low risk of capital loss over medium term.
• investment in debt and money market instruments with maturity of 15 months (85%) as well as equity and equity related instruments (15%)
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,946
Portfolio Value
₹-54
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.