HDFC Diversified Equity All Cap Active FOF Growth

All Cap

Diversified

Equity

India Growth

Others

Emotionally driven

Investor Profile

4–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Hdfc Diversified Equity All Cap Active Fof Growth Plan invests across all company sizes in India for flexible growth.

What This Strategy Does

HDFC Diversified Equity All Cap Active FOF Regular Growth is an equity flexi-cap fund which captures India's broad-based economic growth through a diversified, multi-cap portfolio construction, deploying capital across financials, consumer cyclicals, and industrials to achieve benchmark-aligned compounding.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

0.0% AnnuallyAlpha

+0.0% vs +0.0% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

HDFC Diversified Equity All Cap Active FOF Growth

Benchmark Index

Benchmark Performance Comparison

HDFC Diversified Equity All Cap Active FOF

NIFTY 50 + FD Returns

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Provides diversified exposure across market capitalizations, allowing the fund to dynamically allocate toward the best opportunities. This flexibility enables capturing growth from emerging small and mid-caps while maintaining stability through established large-cap leaders. The impact is a balanced portfolio that can navigate varying market conditions.

Portfolio Holdings Overview

SectoralAllocation

Capital Goods15.52%

Consumers21.33%

Services15.5%

Financial Services32.81%

Technology7.25%

Utilities2.53%

Energy & Infra5.07%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

HDFC Large Cap Dir GrUtilities32.56%

HDFC Flexi Cap Dir GrUtilities25.09%

HDFC Large and Mid Cap Dir GrUtilities16.03%

HDFC Small Cap Dir GrUtilities13.47%

HDFC Multi Cap Dir GrUtilities9.23%

Treps - Tri-Party RepoUtilities3.93%

Net Current AssetsUtilities-0.32%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Dhruv Muchhal

Lead Portfolio Manager

Mr. Dhruv Muchhal has experience of 13 years. Manages 345 funds at HDFC Asset Management Co Ltd with an AUM of approximately ₹4,43,585 Cr Holds a B.Com degree.

Srinivasan Ramamurthy

Co-Portfolio Manager

Mr. Srinivasan Ramamurthy has experience of 18 years. Manages 67 funds at HDFC Asset Management Co Ltd with an AUM of approximately ₹2,40,998 Cr Holds a M.B.A. degree.

CW Expert Take

HDFC AMC brings institutional rigour to focussed investing. Their strength lies in process consistency, whether managing large-cap equity or credit strategies, they maintain disciplined frameworks that have weathered multiple market cycles. The fund house benefits from deep research capabilities and a stable investment team that translates macro insights into portfolio positioning.

32 years

Combined Team Experience

₹ 6,84,584 Cr

Assets Under Management

Firm Overview

AMCHDFC Asset Management Co Ltd

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.28%

Regulatory & Tax Information

INF179KC1JR0

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)