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

Moderately High
13 yrs 2 monthsStarted on:06 Apr 2005
₹ 302.49 Cras on: 25 May 2018
Long Term Horizon
2.61%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

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

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR15.61
3 YR6.15

SIP Returns

TenureReturns (CAGR)
2 YR3.93
3 YR7.11
5 YR10.54
10 YR11.32

Portfolio

Company Name% Assets
Larsen & Toubro Ltd.9.62
HDFC Bank Ltd.9.05
ICICI Bank Ltd.7.79
KEC International Ltd.6.41
Tata Steel Ltd.6.06
State Bank of India5.94
Maruti Suzuki India Ltd.5.82
Infosys Ltd.5.51
Bharat Petroleum Corpn. Ltd.3.85
Bharat Electronics Ltd.3.49

Top Sectoral Holdings

Sector Name% Assets
Financial27.28
Construction17.94
Engineering10.83
Energy6.98
Metals6.06
Automobile5.82
Technology5.51
Services5.11
Healthcare4.39
Chemicals2.77

Indicators

LabelValue
Portfolio turnover ratio37.26
Standard Deviation18.91%
Beta1.25%
Sharpe Ratio0.15

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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