HDFC Premier Multi-Cap Fund (Equity, Multi Cap)

52.6
14.36%
NA
Capital Appreciation
Long Term Horizon
Moderately High
2.70%
12 yrs 5 months 06 Apr 2005
₹ 323.85 Cr 17 Aug 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Exit Load: Redemption/Switch-out within 1 Year of allotment - 1%.

Investment Objective

The primary objective of the scheme is to generate capital appreciation in the long term through equity investments by investing in diversified portfolio of mid cap and large cap blue chip companies. The fund aims to invest atleast 35-65 per cent in large-cap stocks and 35-65 per cent in mid-cap stocks.

Scheme Documents

Tenure Returns (CAGR)
YTD
22.26
1 YR
19.54
2 YR
7.35
3 YR
10.51
Tenure Returns (CAGR)
1 YR
20.99
2 YR
19.56
3 YR
12.78
5 YR
15.93
10 YR
12.84

Portfolio

Company Name % Assets
State Bank of India 9.46
HDFC Bank Ltd. 8.87
ICICI Bank Ltd. 7.76
Maruti Suzuki India Ltd. 4.79
Tata Motors DVR 4.78
Infosys Ltd. 4.68
Tata Steel Ltd. 4.57
Punjab National Bank 4.51
KEC International Ltd. 4.5
Bharat Petroleum Corpn. Ltd. 4.38

Top Sectoral Holdings

Sector Name % Assets
Financial 41.46
Engineering 11.66
Construction 11.39
Automobile 9.57
Technology 4.68
Metals 4.57
Energy 4.38
Cons Durable 3.63
FMCG 2.48
Healthcare 2.08

Indicators

Portfolio turnover ratio 9.03
Standard Deviation 18.12%
Beta 1.24%
Sharpe Ratio 0.46

Vinay R Kulkarni

Mr. Kulkarni is a B.Tech from IIT, Mumbai and PGDM from IIT Bangalore.
Prior to joining HDFC Mutual Fund he has worked with Tata AMC, Deutsche Mutual Fund, UTI Mutual Fund and Patni Computer Systems Ltd.

Other Funds Managed by Vinay R Kulkarni

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