HDFC Multi vs SBI Multi Asset Allocation Fund compare

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tortoise-icon HDFC Multi-Asset Fund - Growth Option

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tortoise-icon SBI Multi Asset Allocation Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name HDFC Multi-Asset Fund - Growth Option SBI Multi Asset Allocation Fund - Regular Plan - Growth
Fund HDFC Multi-Asset Fund - Growth Option SBI Multi Asset Allocation Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹3137 Cr ₹5302 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Aug 2005 21 Dec 2005
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,CRISIL 10-Year Gilt,Domestic Price of Gold
Turn Over 26.35% 252%
Expense Ratio 1.97 1.49
Manager Anil Bamboli Pradeep Kesavan
ISIN Code INF179K01AP0 INF200K01800
Exits Load Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 12 months./365 For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months/365

Trailing Lumpsum Returns

Scheme Name HDFC Multi-Asset Fund - Growth Option SBI Multi Asset Allocation Fund - Regular Plan - Growth
1 Month 1.19% 0.87%
6 Month 11.9% 12.64%
1 Year 24.95% 26.82%
3 Year 13.59% 15.6%
5 Year 16.57% 15.04%

SIP Return Analysis

Scheme Name HDFC Multi-Asset Fund - Growth Option SBI Multi Asset Allocation Fund - Regular Plan - Growth
6 Month - -
1 Year 10.56% 12.3%
3 Year 25.59% 31.24%
5 Year 48.91% 50.02%

Rolling Lumpsum Returns

Scheme Name HDFC Multi-Asset Fund - Growth Option SBI Multi Asset Allocation Fund - Regular Plan - Growth
1 Year 8.75% 8.66%
3 Year 10.45% 8.54%
5 Year 9.92% 9.25%

Risk Management

Scheme Name HDFC Multi-Asset Fund - Growth Option SBI Multi Asset Allocation Fund - Regular Plan - Growth
Standard Deviation 6.11% 6.81%
Sharp 1.13% 1.21%
Beta 0.69% 0.63%
Alpha 3.06% 4.59%

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Fund Managers

Scheme Name HDFC Multi-Asset Fund - Growth Option SBI Multi Asset Allocation Fund - Regular Plan - Growth
Name Anil Bamboli Pradeep Kesavan
Total AUM ₹135442 Cr ₹434274 Cr
Fund Manage 12 43
HDFC Multi-Asset Fund - Growth Option SBI Multi Asset Allocation Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Multi-Asset Fund - Growth Option

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Others 32.32 62.93
Large Cap 56.11 15.06
Small Cap 7.23 13.51
Mid Cap 4.34 8.5

Sector Allocation

Scheme Name

HDFC Multi-Asset Fund - Growth Option

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Others 29.64 13.75
Petroleum Products 2.18 -
IT - Software 6.22 -
Transport Services 1.48 -
Construction 1.48 7.15
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 2.14
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 -
Sovereign - 8.41
Technology - 2.82
Materials - 1.41
Financial - 22.7
Services - 5.92
Healthcare - 2.6
Capital Goods - 1.5
Consumer Discretionary - 1.63
Consumer Staples - 3.59
Metals & Mining - 3.08
Energy - 4.03
Communication - 2.76
Chemicals - 0.26
Unclassified - 16.25

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