Aditya Birla Sun Life Multi Asset Allocation Fund vs HDFC Multi compare
HDFC Multi-Asset Fund - Growth Option
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Chart Comparison
Overview
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Fund | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3893 Cr | ₹3710 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 17 Aug 2005 | 31 Jan 2023 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | Domestic Price of Gold,NIFTY 50 Hybrid Composite Debt 65:35 | BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
Turn Over | 26.35% | 0.0% |
Expense Ratio | 1.91 | 1.85 |
Manager | Anil Bamboli | Dhaval Joshi |
ISIN Code | INF179K01AP0 | INF209KB12R6 |
Exits Load | HDFC Multi-Asset Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
1 Month | 3.97% | 5.49% |
6 Month | -2.68% | -4.33% |
1 Year | 10.04% | 12.53% |
3 Year | 12.85% | - |
5 Year | 19.66% | - |
SIP Return Analysis
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
6 Month | 0.64% | 0.09% |
1 Year | 3.32% | 2.54% |
3 Year | 13.34% | - |
5 Year | 13.74% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
1 Year | 8.82% | 23.69% |
3 Year | 10.54% | - |
5 Year | 9.94% | - |
Risk Management
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Standard Deviation | 6.591% | - |
Sharp | 0.779% | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Name | Anil Bamboli | Dhaval Joshi |
Total AUM | ₹135442 Cr | ₹361932 Cr |
Funds Managed | 12 | 55 |
HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Market Cap
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Others | 33.14 | 35.73 |
Large Cap | 56.8 | 42.47 |
Small Cap | 6.54 | 8.29 |
Mid Cap | 3.53 | 13.5 |
Sector Allocation
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Others | 32.1 | 31.66 |
Energy | 6.91 | 5.67 |
Technology | 6.7 | 7.27 |
Industrials | 4.82 | 7.39 |
Consumer Defensive | 5.73 | 5.21 |
Basic Materials | 2.82 | 2.63 |
Financial Services | 19.21 | 17.46 |
Healthcare | 3.95 | 5.95 |
Consumer Cyclical | 11.88 | 8.83 |
Real Estate | 1.01 | 3.14 |
Communication Services | 3.1 | 2.46 |
Utilities | 1.79 | 2.33 |
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