HDFC multi-asset active FOF beats benchmark by 2.5% over 5 years; ₹10,000 grows to ₹18,945

HDFC Asset Management Company Limited (HDFC AMC), on Tuesday, May 26, 2026 highlighted the completion of 5 years of its HDFC Multi Asset Active FOF. The scheme completed five years on May 05, 2026.

In a statement, the AMC said that over the last 5 years, this FOF has outperformed its benchmark across multiple time horizons, while navigating varying market conditions.

Launched in May 2021, the FOF follows a diversified multi-asset strategy by investing across equity-oriented, debt-oriented, and Gold ETF schemes.

According to the AMC, the fund aims to help investors participate in long-term wealth creation through thoughtful allocation across asset classes while navigating changing market environments.

“As on April 30, 2026, the Scheme (Regular – Growth Option) has outperformed the benchmark by 2.75% since inception,” the AMC said.

“More importantly, being a Multi Asset Allocation FOF, the drawdown of Fund has been much lower than NIFTY 50 TRI between market peak hit on September 26, 2024 and April 30, 2026 – standing at +5.3% versus -4.5% during this period,” it added.

Returns since inception

The regular growth plan of the scheme has generated annualised returns of 13.66% since inception, turning an investment of ₹10,000 into ₹18,945, according to the press release. In this duration, the scheme’s benchmark delivered 10.92% annualised returns while the returns of its additional benchmark was 11.74%.

Navneet Munot, Managing Director & Chief Executive Officer, HDFC AMC said, “With HDFC Multi-Asset Active FOF, our endeavour is to provide investors a one-stop solution to diversified investing and disciplined asset allocation, while navigating through different market cycles.”

Srinivasan Ramamurthy, Senior Fund Manager – Equities, HDFC AMC said, ““HDFC Multi-Asset Active FOF offers investors a dynamic and holistic approach to asset allocation. The investment strategy combines horizontal coverage (across asset classes) with vertical coverage (across market caps and sectors for equity oriented schemes, and across durations, sectors and themes for debt-oriented schemes).”

“By combining negatively or lowly correlated assets, this approach meets asset allocation needs while bringing meaningful diversification to the portfolio. As opportunities and risks evolve, we aim to combine disciplined asset allocation with active management to generate risk-adjusted returns,” he added.