Axis Multi Asset Allocation Fund vs HDFC Multi compare

Link copied to clipboard!

tortoise-icon HDFC Multi-Asset Fund - Growth Option

Invest Now

tortoise-icon Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Multi-Asset Fund - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund HDFC Multi-Asset Fund - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3760 Cr ₹1281 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 17 Aug 2005 23 Aug 2010
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 NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI
Turn Over 26.35% 64.15%
Expense Ratio 1.91 2.07
Manager Anil Bamboli R Sivakumar
ISIN Code INF179K01AP0 INF846K01768
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 Axis Multi Asset Allocation Fund - 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 Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 0.58% 2.02%
6 Month 2.84% 4.12%
1 Year 14.28% 16.64%
3 Year 12% 7.54%
5 Year 14.9% 12.3%

SIP Return Analysis

Scheme Name HDFC Multi-Asset Fund - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.72% 12.5%
3 Year 14.55% 13.14%
5 Year 15.09% 12.83%

Rolling Lumpsum Returns

Scheme Name HDFC Multi-Asset Fund - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 8.73% 9.17%
3 Year 10.45% 9.02%
5 Year 9.92% 8.86%

Risk Management

Scheme Name HDFC Multi-Asset Fund - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation 6.11% 9.95%
Sharp 1.13% 0.43%
Beta 0.69% 1.12%
Alpha 3.06% -2.29%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Multi-Asset Fund - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Name Anil Bamboli R Sivakumar
Total AUM ₹135442 Cr ₹9709 Cr
Fund Manage 12 10
HDFC Multi-Asset Fund - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Multi-Asset Fund - Growth Option

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 51.87 36.35
Large Cap 55.9 40.5
Small Cap 7.91 12.37
Mid Cap 4.64 10.79

Sector Allocation

Scheme Name

HDFC Multi-Asset Fund - Growth Option

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 51.87 36.35
Petroleum Products 3.77 1.13
IT - Software 4.97 4.92
Transport Services 1.44 1.27
Construction 1.51 2.74
Ferrous Metals 0.65 0.7
Consumer Durables 2.39 2.07
Diversified FMCG 2.5 1.11
Non - Ferrous Metals 0.59 1.46
Banks 19.93 10.21
Realty 2.35 2.11
Pharmaceuticals & Biotechnology 4.55 4.09
Automobiles 8.51 3.5
Aerospace & Defense 0.86 0.83
Cement & Cement Products 0.01 1.09
Fertilizers & Agrochemicals 0.85 2.35
Capital Markets 0.21 1.14
Power 1.65 0.52
Personal Products 0.56 1.19
Agricultural Food & other Products 0.42 -
Insurance 1.88 2.62
Oil 0.5 0.14
Finance 0.59 3.23
Telecom - Services 2.86 1.86
Auto Components 1.19 2.33
Healthcare Services 0.41 1.86
Chemicals & Petrochemicals 0.25 1.3
Transport Infrastructure 0.38 -
Beverages 2.67 1.87
Electrical Equipment - 0.98
Industrial Products - 1.32
Leisure Services - 0.64
Industrial Manufacturing - 0.36
Retailing - 2.01
Household Products - 0.71

Top Comparisons

Nippon India Credit Risk Fund  - Growth Plan Nippon India Credit Risk Fund - Growth Plan

3Y Returns6.6%

VS

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns10.69%

Compare Now

ICICI Prudential Global Advantage Fund (FOF) - Growth Option ICICI Prudential Global Advantage Fund (FOF) - Growth Option

3Y Returns4.53%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns10.68%

Compare Now

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns8.73%

VS

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns12.03%

Compare Now

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns5.75%

VS

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns5.75%

Compare Now
Request call back
Add to Cart Successfully