HDFC Multi vs SBI Multi Asset Allocation Fund compare
HDFC Multi-Asset Fund - Growth Option
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹3760 Cr | ₹6591 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 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 | 1.91 | 1.46 |
| Manager | Anil Bamboli | Pradeep Kesavan |
| ISIN Code | INF179K01AP0 | INF200K01800 |
| 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 | SBI 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 |
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.58% | 0.86% |
| 6 Month | 2.84% | 1.89% |
| 1 Year | 14.28% | 14.02% |
| 3 Year | 12% | 14.05% |
| 5 Year | 14.9% | 14.11% |
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.72% | 8.29% |
| 3 Year | 14.55% | 16.55% |
| 5 Year | 15.09% | 15.16% |
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.73% | 8.63% |
| 3 Year | 10.45% | 8.54% |
| 5 Year | 9.92% | 9.26% |
| 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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| 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 |
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 51.87 | 60.91 |
| Large Cap | 55.9 | 14.35 |
| Small Cap | 7.91 | 14.53 |
| Mid Cap | 4.64 | 10.21 |
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 51.87 | 60.91 |
| Petroleum Products | 3.77 | 0.85 |
| IT - Software | 4.97 | 3.64 |
| Transport Services | 1.44 | 1.58 |
| Construction | 1.51 | 1.59 |
| Ferrous Metals | 0.65 | 0.99 |
| Consumer Durables | 2.39 | 2.37 |
| Diversified FMCG | 2.5 | - |
| Non - Ferrous Metals | 0.59 | - |
| Banks | 19.93 | 7.02 |
| Realty | 2.35 | 2.67 |
| Pharmaceuticals & Biotechnology | 4.55 | 0.76 |
| Automobiles | 8.51 | - |
| Aerospace & Defense | 0.86 | - |
| Cement & Cement Products | 0.01 | 1.02 |
| Fertilizers & Agrochemicals | 0.85 | 0.26 |
| Capital Markets | 0.21 | 1.31 |
| Power | 1.65 | 0.86 |
| Personal Products | 0.56 | 1.07 |
| Agricultural Food & other Products | 0.42 | - |
| Insurance | 1.88 | 1.84 |
| Oil | 0.5 | 1.01 |
| Finance | 0.59 | 0.96 |
| Telecom - Services | 2.86 | 0.39 |
| Auto Components | 1.19 | 1.39 |
| Healthcare Services | 0.41 | - |
| Chemicals & Petrochemicals | 0.25 | - |
| Transport Infrastructure | 0.38 | 0.49 |
| Beverages | 2.67 | 0.39 |
| Leisure Services | - | 1.39 |
| Gas | - | 1.32 |
| IT - Services | - | 1.09 |
| Entertainment | - | 0.18 |
| Food Products | - | 0.61 |
| Retailing | - | 1.46 |
| Textiles & Apparels | - | 0.58 |
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