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MF_119131

HDFC Multi Asset Allocation Fund - Growth Option - Direct Plan

Hybrid Schemes - Multi Asset Allocation Fund

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End Amount
₹42,629.46
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.05%
MF_119131 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
5.91%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.50
Volatility vs Benchmark
Sharpe Ratio
0.56
Risk-Adjusted Return
Sortino Ratio
0.81
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 50% 19% 42%
60 days 46% 15% 24%
90 days 46% 12% 18%
180 days 45% 8% 11%
1Yr 45% 6% 8%
3Yr 37% 2% 3%
5Yr 22% 1% 3%
7Yr 18% 1% 2%
10Yr 2% 0% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period HDFC Multi Asset Allocation Fund - Growth Option - Direct Plan Nifty 50
30 days -8.5% | -38.5% | 12.9% | 100.0% 26.6% | -61.9% | 14.2% | 180.7%
60 days -25.2% | -28.3% | 12.0% | 67.6% -23.0% | -45.3% | 16.7% | 120.0%
90 days -18.0% | -20.4% | 11.6% | 62.6% -25.0% | -37.7% | 15.3% | 102.4%
1 Year -2.3% | -2.8% | 11.0% | 36.5% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 11.1% | 3.2% | 12.8% | 19.7% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 10.1% | 5.0% | 11.3% | 19.5% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 13.2% | 7.1% | 11.2% | 15.2% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 11.0% | 10.9% | 12.0% | 12.7% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 6 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Aug. 31, 2018 March 29, 2019 210 days 9% Nifty 50: 14% 17469 15831 17483
July 4, 2019 Oct. 26, 2019 114 days 7% Nifty 50: 10% 17758 16558 17777
Feb. 20, 2020 July 23, 2020 154 days 27% Nifty 50: 37% 18911 13790 19054
Jan. 14, 2022 Aug. 11, 2022 209 days 8% Nifty 50: 16% 27224 25147 27341
Sept. 26, 2024 April 18, 2025 204 days 6% Nifty 50: 15% 40059 37630 40250
Jan. 29, 2026 Oct. 30, 2026 274 days 9% Nifty 50: 12% 45439 41396 42629