Rating : ★ ★ ☆ ☆ ☆

HDFC Equity Fund -Direct Plan Dividend Payout Option

Equity

  

Multi Cap Fund

NAV

46.687-0.193

(as on 27 Nov, 2020)

RETURNS

0.14 %

Fund Type

Open Ended

Investment Plan

Dividend Payout

Investment Plan

1%

Benchmark

IISL Nifty 500 TR INR

Asset Size

18446.25 Cr.

(As of 31 Oct, 2020)

Risk

Moderately High

Objective

To generate capital appreciation / income from a portfolio, predominantly invested in equity & equity related instruments. There is no assurance that the investment objective of the Scheme will be realized.

app screenshotapp screenshot

Google play store download image Apple app store download image

Fund manager

Prashant Jain

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹500

Minimum investment

₹5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

ICICI Bank Ltd

9.06%

Infosys Ltd

8.84%

State Bank of India

8.56%

Larsen & Toubro Ltd

5.86%

Sector Allocation

About the Scheme Type

Multi-cap funds invest in stocks across market capitalizations, comprising large cap, mid cap and small cap stocks. This flexibility means that multi cap funds, at any given time, benefit from that segment of the market which performs better.These are relatively less riskier in comparison to pure mid-cap or small- cap funds and are mostly suitable for the not so aggressive investors. Due to their non-volatile nature, the multi cap funds are usually better wealth creators in the long run andprovide both growth and value to investors.

Ratings

This fund is rated 2 stars by Morning Star Ratings.

★ ★ ☆ ☆ ☆

Overview of HDFC Asset Management Company Limited

HDFC Mutual Fund is one of India’s largest and well established mutual funds houses with focus on delivering consistent fund performance across categories since the launch of the first scheme(s) in July 2000. We, at HDFC Mutual Fund, believe in constantly reviewing the markets for new trends, identifying new growth sectors and sharing this knowledge with our investors in the form of product offerings, so as to give our investors long-term benefits. HDFC Mutual Fund has various products across asset and risk categories to enable investors to invest in line with their investment objectives and risk taking capacity.

Vision of HDFC Mutual Fund – To be a dominant player in the Indian mutual fund space recognized for its high levels of ethical and professional conduct and a commitment towards enhancing investor interests. HDFC’s Mutual Fund philosophy is based on 3 pillars.

  • Invest Profitably: The single most important factor that drives HDFC Mutual Fund is its belief to give the investor the chance to profitably invest in the financial market, without constantly worrying about the market swings.
  • Research & Analysis: To realize this belief, HDFC Mutual Fund has set up the infrastructure required to conduct all the fundamental research and back it up with effective analysis.
  • Controlled Risk: HDFC Mutual Fund’s strong emphasis on managing and controlling portfolio risk avoids chasing the latest "fads" and trend.