HDFC Asset Management Company Limited (HDFC AMC) announced the completion of 5 years of its HDFC Multi Asset Active FOF on Tuesday, May 26, 2026. According to the AMC, the scheme completed five years on May 05, 2026, demonstrating consistent outperformance across multiple time horizons while navigating varying market conditions. As reported by HDFC AMC, the fund has outperformed its benchmark by 2.75% since inception as of April 30, 2026.
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 HDFC AMC, the fund aims to help investors participate in long-term wealth creation through thoughtful allocation across asset classes while navigating changing market environments. The 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.
The fund demonstrated superior risk management during market volatility, with drawdown of 5.3% versus NIFTY 50 TRI drawdown of -4.5% between market peak hit on September 26, 2024 and April 30, 2026. As reported by HDFC AMC, this performance highlights the fund's ability to combine negatively or lowly correlated assets to meet asset allocation needs while bringing meaningful diversification to the portfolio.
Navneet Munot, Managing Director & Chief Executive Officer of HDFC AMC, emphasized the fund's role as a one-stop solution to diversified investing and disciplined asset allocation while navigating different market cycles. Srinivasan Ramamurthy, Senior Fund Manager – Equities at HDFC AMC, noted that the investment strategy combines disciplined asset allocation with active management to generate risk-adjusted returns, meeting evolving opportunities and risks through dynamic asset allocation.
