HDFC Multi vs Axis Multi Asset Allocation Fund compare

HDFC Multi-Asset Fund - Growth Option

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

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)	₹3137 Cr	₹1246 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	05 Aug 2005	01 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	1.97	2.1
Manager	Anil Bamboli	R Sivakumar
ISIN Code	INF179K01AP0	INF846K01768
Exits Load	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 12 months./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	1.19%	1.95%
6 Month	11.9%	17.75%
1 Year	24.95%	27.09%
3 Year	13.59%	9.75%
5 Year	16.57%	14.67%

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	10.56%	10.49%
3 Year	25.59%	18.29%
5 Year	48.91%	36.83%

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	16.12%	13.78%
3 Year	38.38%	29.16%
5 Year	52.29%	40.64%

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%

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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

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	32.32	30.73
Large Cap	56.11	47.83
Small Cap	7.23	10.15
Mid Cap	4.34	11.28

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	29.64	3.2
Petroleum Products	2.18	-
IT - Software	6.22	-
Transport Services	1.48	-
Construction	1.48	4.41
Ferrous Metals	0.48	-
Consumer Durables	3.15	-
Diversified FMCG	2.31	-
Non - Ferrous Metals	0.55	-
Banks	19.84	-
Realty	2.55	-
Pharmaceuticals & Biotechnology	4.85	-
Automobiles	8.06	-
Aerospace & Defense	1.61	-
Fertilizers & Agrochemicals	0.91	-
Capital Markets	0.22	-
Power	1.9	-
Personal Products	1.74	-
Agricultural Food & other Products	0.41	-
Insurance	1.83	2.86
Oil	0.61	-
Telecom - Services	2.07	-
Auto Components	1.55	-
Healthcare Services	0.39	-
Chemicals & Petrochemicals	0.34	-
Transport Infrastructure	0.44	-
Finance	0.48	-
Beverages	2.71	-
Automobile	-	6.06
Energy	-	7.06
Consumer Staples	-	6.68
Sovereign	-	6.32
Technology	-	4.39
Financial	-	18.63
Healthcare	-	6.01
Capital Goods	-	4.63
Materials	-	2.43
Communication	-	2.68
Services	-	3.75
Chemicals	-	4.28
Consumer Discretionary	-	2.07
Metals & Mining	-	0.88
Unclassified	-	13.65