HDFC Asset Management Company Limited (HDFC AMC), investment manager to HDFC Mutual Fund (HDFC MF) and one of India’s leading mutual fund houses, highlights the completion of 5 years of its HDFC Multi-Asset Active FOF on May 05, 2026. 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 fund follows a diversified multi-asset strategy by investing across equity-oriented, debt-oriented, and Gold ETF schemes. 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. 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.

This performance comes at a time when investors are increasingly looking at diversified investment strategies to navigate market volatility and build resilient long-term portfolios. Asset allocation has gained relevance as investors seek balanced participation across asset classes, rather than relying on a single market segment. The fund recently completed five years since inception.

Commenting on the fund performance, Navneet Munot, Managing Director & Chief Executive Officer, HDFC Asset Management Company Limited, said, “At HDFC Mutual Fund, our mission is to offer every investor solutions that allow diversification across asset classes and rooted in potential long-term wealth creation. 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 Asset Management Company Limited, added, “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.”

For performance of other funds managed by the fund manager, please click here

The views expressed by Mr. Navneet Munot, MD & CEO and Mr. Srinivasan Ramamurthy, Senior Fund Manager – Equities of HDFC Asset Management Company Limited (HDFC AMC) are as of May 22, 2026. The views are based on internal data, publicly available information and other sources believed to be reliable. Any calculations made are approximations. The statements contained herein are based on our current views and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Stocks/Sectors referred above are illustrative and not recommended by HDFC Mutual Fund (“the Fund”)/ HDFC AMC. The Schemes of the Fund may or may not have any present or future positions in these sectors. The Fund/ HDFCAMC is not guaranteeing any returns on investments made in the Scheme(s). Past performance may or may not be sustained in future and is not a guarantee of any future returns. Readers before acting on any information herein should make his/her/their own investigation and seek appropriate professional advice.

HDFC Mutual Fund: SEBI Registration Number: MF/044/00/6

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