An open ended equity scheme investing across large cap, mid cap & small cap stocks. The investment objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related securities of large cap, mid cap and small cap companies.
At HDFC AMC, We largely focus on medium to long term play to minimize inherent risk in the operating environment bon out of volatilities in businesses and economies across the world. Investment philosophy for equity oriented investments based on the conviction that stock prices reflect their intrinsic values over time. We are medium to long term investors and our investments are driven by fundamental research. We believe that long term fundamentals and effective diversification are key and Stock selection is critical in a constantly changing environment. Our Core list consists of more that 400 stocks which we actively track and it covers over 85% of India’s Market Capitalization.
Why HDFC Multi Cap Fund?
- Mandatory allocation of minimum 25% of total assets across Large, Mid and Small Caps brings in discipline.
- Balance allocation of up to 25% of total assets based on view of the fund manager.
- Wide representation of sectors across market cap.
- Aims to be benchmark aware w.r.t. sector weights in benchmark.
- No style bias, Aims to capture opportunities across growth, value and turnaround companies.
- HDFC MF’s long term track record of managing diversified mutual fund schemes.
- Fund Manager with experience of over 16 years in fund management.
- Investors looking for one stop solution with disciplined exposure to large cap, mid cap and small cap segments
- Investors with medium to long term investment horizon.
- Apt investment vehicle for SIP investment to achieve market cap based diversified allocation.
HDFC Multi Cap Fund NFO Details
| NFO Opens | 23 November 2021 |
| NFO Closes | 07 December 2021 |
| NFO Re-opens | NFO Scheme will be re-open for repurchase and sale within 5 Business Days from the Date of allotment of units under NFO. |
Fund Facts INVEST NOW
| Investment Objective | To generate long term capital appreciation by investment in equity and equity related securities of large cap, mid cap and small cap companies. There is no assurance that the investment objective of the Scheme will be realized. |
| Fund Manager | Mr. Gopal Agrawal |
| Benchmark Index | Nifty 500 Multi-Cap 50:25:25 (TRI) |
| Exit Load | An Exit Load of 1% is payable If Units are redeemed/switched-out within one year from the date of allotment. No Exit Load is payable if units are redeemed/switched-out after 1 year from the date of allotment. |
| Plans | Regular & Direct |
| Options | (a) Growth (b) Income Distribution cum Capital Withdrawal (IDCW) Options. IDCW option offers following Sub-Options * Payout of Income Distribution Cum Capital Withdrawal * Re-Investment of Income Distribution cum Capital Withdrawal |
| Minimum Application Amount | During NFO Period Purchase : Rs. 5000 and any amount thereafter After Scheme Re-opens for repurchase and sale New Purchase : Rs. 5000 and any amount thereafter. Additional purchase : Rs. 1000 and any amount thereafter. |
To Invest in HDFC Multi Cap Fund and a Personal Assistance Call or WhatsApp us 9887154423.
Know Your Fund Manager
| Mr. Gopal Agrawal (B.E., MBM) Senior Fund Manager HDFC AMC LTD. Gopal Agrawal has over 16 years experience in Fund Management and 2 years in Equity Research, Before joining HDFC Assed Management Company Limited, he has worked with DSP Investment Managers Private Limited, TATA Asset Management Company Limited and Mirae Asset Global Investment (India) Pvt. Ltd. |
| Asset Management Company (AMC) | Registrar and Transfer Agent” or “RTA” |
| HDFC Asset Management Company A Joint Venture with Standard Life Investments Registered Office: HDFC House, 2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Church gate, Mumbai – 400 020. CIN No: L65991MH1999PLC123027 | Computer Age Management Services Limited (CAMS) Chennai, currently acting as registrar to the Scheme, or any other registrar appointed by the AMC from time to time. |
Source :- https://www.hdfcfund.com/
