Compare Mutual Funds
Up to 4 funds, side-by-side. Best value in each row is highlighted in emerald with a ⭐.
Building your comparison…
| Field | HDFC Multi-Asset Fund Option HDFC Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 4.7/10 · Below Average |
| Fund house | HDFC Mutual Fund |
| Category | Hybrid Scheme - Multi Asset Allocation · other_hybrid |
| Type | Open Ended Schemes |
| Plan | Direct |
| Launch date | Jan 2013 |
| AUM | ₹5.9K Cr |
| Morningstar | 4★ |
| Performance returns | |
| 1Y return | +7.26% |
| 3Y return (CAGR) | +14.65% |
| 5Y return (CAGR) | +13.71% |
| 10Y return (CAGR) | +12.02% |
| Category avg 1Y | +7.26% |
| SIP returns | |
| SIP 1Y | +3.23% |
| Risk metrics | |
| Risk level | Very High Risk |
| Volatility (Std Dev 1Y) | 8.37% |
| Sharpe ratio (1Y) | 0.09 |
| Sharpe ratio (3Y) | 0.97 |
| Sortino ratio (1Y) | 0.09 |
| Max drawdown (1Y) | -8.90% |
| Category rank (1Y) | #1 of 1 |
| Quartile (1Y) | Q4 |
| Costs | |
| Expense ratio | 0.81% |
| Exit load | 0 - 12 Months : 1.0 % |
| Portfolio | |
| NAV | ₹80.87 |
| Min SIP | ₹100 |
| Min lump sum | ₹100 |
| Tax & redemption | |
| Tax treatment | Equity-taxation if >65% equity, else slab |
| Lock-in period | None |