HDFC Multi-Asset Fund(G)-Direct Plan
This fund ranks 2nd out of 28 funds in its category.
Strengths and Weaknesses
The fund has a strong track record of delivering high risk-adjusted returns.
Limiting losses during market downturns is a key feature of this fund's risk management strategy.
Ability to significantly outperform benchmark returns.
Under debt allocation, the fund has a relatively low modified duration indicating it is less affected by changes in market interest rates, suggesting lower risk for the fund.
Under the debt allocation portfolio, the fund holds high-quality bonds and securities, along with a well-diversified portfolio.
High expense ratio compared to its category average.
Within the debt allocation, the fund may experience the potential for lower returns due to its maintenance of a low Yield to Maturity (YTM).
Who should invest?
Investors with a lower risk appetite who seek diversification across multiple asset classes, such as equity, debt, gold, etc, should contemplate this fund as a suitable option
Who should avoid?
Investors who prefer to focus solely on one type of asset class should avoid this fund..
This analysis is updated as on March 2025.
The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
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