33
Multi CapAvoid
HDFC Multi Cap
HDFC · Direct–Growth · rank #30 of 32 by Smart Score
Data updated
Trailing returns
1 Year
1.2%
-1.8% vs index
3 Years
12.3%
+0.8% vs index
5 Years
—
Since launch
15.5%
Year-by-year performance
2022
+11.3%+7.5% vs index
2023
+41.9%+15.4% vs index
2024
+22.2%+6.6% vs index
2025
+3.3%-4.3% vs index
2026
-1.6%+0.5% vs index
Why this score
HDFC Multi Cap scores 33/100 — #30 of 32 Multi Cap fund (Avoid). It stands out for fund size — beating 89% of peers on fund size. The main drag is its 3y return (better than only 16% of peers).
Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.
3Y return12.33% · 16th percentile in category
Fund size20582.74 Cr · 89th percentile in category
Sharpe ratio0.38 · 24th percentile in category
Alpha-0.76 · 15th percentile in category
1Y return1.24% · 5th percentile in category
Sortino ratio0.51 · 26th percentile in category
Top holdings
1.ICICI Bank Ltd3.77%
2.HDFC Bank Ltd3.63%
3.Reliance Industries Ltd2.51%
4.Axis Bank Ltd2.32%
5.Bharti Airtel Ltd2.2%
121 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.