| Dear Investor,
Asset allocation is critical in today’s volatile, uncertain, complex and ambiguous world. |
| Why HDFC Multi-Asset Fund? |
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Invests in 3 asset classes viz. Equity, Debt & Gold and aims to meet asset allocation need of investors |
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Model driven approach@ to equity allocation, with unhedged equity allocation ranging between 40% to 80% |
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The total equity exposure (hedged + unhedged) is maintained above 65% of Total Assets so as to retain equity taxation benefit at all points in time |
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Tactical allocation to Gold related instruments (10% to 30% of Total Assets) aims to reduce volatility of portfolio returns and acts as a hedge against inflation/uncertainty |
Portfolio allocation as on December 31, 2022
| Equity |
Debt $ |
Gold related instruments |
REITs/InvITs |
Total |
| Unhedged |
Hedged |
| 53% |
13% |
18% |
13% |
3% |
100% |
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| $ Includes Cash, cash equivalents and Net Current Assets |
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| Right Asset Allocation is the key. Make it easy with HDFC Multi-Asset Fund. |
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HDFC Multi-Asset Fund
(An open ended scheme investing in equity and equity related instruments, debt & money market instruments and gold related instruments) is suitable for investors who are seeking* |
Riskometer # |
- To generate long-term capital appreciation/income
- Investments in a diversified portfolio of equity & equity related instruments, debt & money market instruments and Gold related instruments
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*Investors should consult their financial advisers, if in doubt about whether the product is suitable for them.
#For latest Riskometer, investors may refer to the Monthly Portfolios disclosed on the website of the Fund viz. www.hdfcfund.com
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@As per the current investment strategy which is subject to change depending on the market condition.
For complete portfolio details refer the website viz. www.hdfcfund.com HDFC AMC/HDFC MF is not guaranteeing or assuring any returns on investments in the Scheme. To start an SIP in HDFC Multi-Asset Fund, please contact your Mutual Fund Distributor/ Registered Investment Advisor.
SIP – Systematic Investment Plan |
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| Release Date : 17 January, 2023 |
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