Sushil Bajaj |
📅 Last Updated on: December 1, 2025
The HDFC Multi Cap Fund is an open-ended equity scheme investing across large-cap, mid-cap, and small-cap stocks. Managed by HDFC Asset Management Company Limited, the fund aims to generate long-term capital appreciation through diversified exposure across market segments and sectors.
As part of HDFC’s diversified equity offerings, this scheme provides investors with the balance of growth potential, stability, and risk diversification.
Multi-cap schemes, unlike single-category funds, provide stability in the large-caps, growth in the mid-caps, and extra return prospects in the small-caps.
Multi Cap Mutual Funds are diversified equity funds that give at least 25% each to large-cap, mid-cap, and small-cap stocks, as per the regulations of SEBI. With their separate structure, they are less risky than small-cap or mid-cap funds but have higher return potential than pure large-cap funds. In other words, multi-cap funds offer you the advantages of the three worlds – stability, growth, and high returns.
| Particulars | Details |
|---|---|
| Fund Name | HDFC Multi Cap Fund |
| Type | Open-ended equity scheme investing across large, mid & small-cap stocks |
| Category | Multi Cap Fund |
| Launch Date | December 10, 2021 |
| Benchmark | Nifty 500 Multi Cap 50:25:25 (TRI) |
| Fund Managers | Gopal Agarwal & Priya Ranjan |
| Riskometer | Very High |
| Minimum Investment | ₹100 and any amount thereafter |
| Exit Load | 1% if redeemed within 1 year; Nil after 1 year |
To generate long-term capital appreciation by investing 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.
Benchmark Index: Nifty 500 Multi Cap 50:25:25 (TRI)
This benchmark represents a diversified mix of large, mid, and small-cap companies in the ratio 50:25:25 respectively — reflecting the scheme’s asset allocation mandate.
Risk control measures include:
For updated detailed Performance data and key informations as on December 5, 2025
Visit HDFC Multi Cap Fund Performance Page
Invests across all market caps ensuring balance between risk and return.
Managed by seasoned fund managers – Gopal Agarwal and Priya Ranjan, with decades of combined experience.
Combines stability from large caps with growth from mid and small caps.
Portfolio turnover ratio of 9.93%, implying long-term conviction in holdings.
Managed by one of India’s most trusted and consistent AMCs.
| This fund is suitable for investors who: |
|---|
| Individuals looking for a diversified equity portfolio under one fund. |
| Seek long-term capital growth through blue-chip companies. |
| Those comfortable with high market volatility. |
| Ideal for SIP investors with a 5+ year horizon. |
Expense Ratio: Check latest factsheet.
Exit Load: 1% if redeemed within 1 year; Nil after 1 year
Taxation:
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| Investor Concern | How HDFC Multi Cap Fund Addresses It |
|---|---|
| Market volatility | Diversified allocation across caps and sectors |
| Limited stock knowledge | Professionally managed by experienced fund managers |
| Short-term fluctuations | Designed for long-term wealth creation |
| Concentration risk | Broad-based exposure across 100+ companies |
| Liquidity concern | Open-ended fund – redeem anytime at NAV |
Ans: The minimum lump-sum investment is ₹100, with no upper limit.
Ans: The fund tracks Nifty 500 Multi Cap 50:25:25 (TRI).
Ans: Yes, SIP investments start from ₹100 per installment.
Ans: The fund is managed by Mr. Gopal Agarwal and Mr. Priya Ranjan.
Ans: It falls under the “Very High Risk” category on the riskometer.
The HDFC Multi Cap Fund offers investors a robust opportunity to participate in India’s equity growth story through a well-balanced, diversified portfolio.
However, being an equity-oriented fund, it is best suited for long-term investors who can withstand short-term market fluctuations.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
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