HDFC Multi Cap Fund NFO

 

New Fund Offer Opens On: November 23, 2021

New Fund Offer Closes On: December 07, 2021

Minimum application amount: during NFO period purchase 5000

Investment Objective

To generate long term capital appreciation by investing in equity and equity related securities of large cap, mid cap and small cap companies.

 

Multi Cap Funds

• Minimum 25% of Total Assets in Large Caps
• Top 100 companies by market cap
• Well established businesses
• Minimum 25% of Total Assets in Mid Caps
• 101st to 250th company by market cap
• Future Large Caps
• Minimum 25% of Total Assets in Small Caps
• 251st company onwards
• Niche businesses with high potential for growth
• Up to 25%
• Flexible Portfolio

 

NIFTY500 Multicap 50:25:25^ vs NIFTY 500

• NIFTY500 Multicap 50: 25: 25 Index is relatively more balanced compared to NIFTY 500 Index as Mid Caps and Small Caps account for 50% weightage
• NIFTY500 Multicap 50:25:25 Index has outperformed NIFTY 500 Index by 1.3% CAGR over the long term

 

HDFC Multi Cap Fund – A one-stop solution for diversification

• One Stop Solution for diversification across large, mid and small caps (min 25% each)
• Aims to benefit from:
• Stability of Large Caps
• Growth of Mid Caps
• Potential of Small Caps
•  Controlled exposure helps reduce volatility of portfolio
• HDFC MFs track record of managing Equity Funds for more than 2 decades
• Mix of Top-down and Bottom-up approach to stock selection
• 60%-75% of Total Assets to be invested in Large and Mid Caps
• 25%-40% of Total Assets to be invested in Small Caps
• Aims to invest across Value, Growth and Turnaround companies

Suitability

• Investors looking for one stop solution with disciplined exposure to Large Cap, Mid Cap and Small Cap segments
• Investors with a medium to long term investment horizon
• Apt investment vehicle for SIP investments to achieve market cap based diversified allocation

This product is suitable for investors who are seeking*

• to generate long-term capital appreciation/ income
• investment in equity and equity related securities of large cap, mid cap and small cap companies

 

If you’re a new investor open demat account for free with Angel One using link https://tinyurl.com/k79bdf4z to begin your investment journey.