HDFC Multi vs Axis Multi Asset Allocation Fund compare
HDFC Multi-Asset Fund - Growth Option
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹3893 Cr | ₹1316 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 | 2.1 |
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 | -0.36% | -1.34% |
6 Month | -1.73% | -5.12% |
1 Year | 9.16% | 10.57% |
3 Year | 12.08% | 7.25% |
5 Year | 13.71% | 10.53% |
SIP Return Analysis
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 2.57% | -0.33% |
3 Year | 12.67% | 9.73% |
5 Year | 13.82% | 10.52% |
Rolling Lumpsum Returns
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.82% | 9.35% |
3 Year | 10.54% | 8.92% |
5 Year | 9.94% | 8.93% |
Risk Management
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 6.445% | 10.007% |
Sharp | 0.858% | 0.143% |
Beta | - | - |
Alpha | - | - |
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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 |
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