HDFC Multi vs SBI Multi Asset Allocation Fund compare

Link copied to clipboard!

tortoise-icon HDFC Multi-Asset Fund - Growth Option

Invest Now

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

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 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 -2.78% -2.78%
6 Month 5.47% 4.35%
1 Year 19.33% 21.02%
3 Year 11.18% 13.34%
5 Year 15.18% 13.86%

SIP Return Analysis

Scheme Name HDFC Multi-Asset Fund - Growth Option SBI Multi Asset Allocation Fund - Regular Plan - Growth
6 Month - -
1 Year 15.31% 14.84%
3 Year 16.07% 18.04%
5 Year 15.96% 15.97%

Rolling Lumpsum Returns

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%

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%

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 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

Top Comparisons

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns12.25%

VS

Tata Silver Exchange Traded Fund Tata Silver Exchange Traded Fund

3Y Returns0%

Compare Now

Aditya Birla Sun Life Frontline Equity Fund-Growth Aditya Birla Sun Life Frontline Equity Fund-Growth

3Y Returns12.54%

VS

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns12.14%

Compare Now

ITI Value Fund Regular - Growth ITI Value Fund Regular - Growth

3Y Returns15.93%

VS

BANDHAN Sterling Value Fund - Regular Plan - Growth BANDHAN Sterling Value Fund - Regular Plan - Growth

3Y Returns18.11%

Compare Now

Nippon India Corporate Bond Fund - Growth Plan - Growth Option Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns6.49%

VS

Mirae Asset Corporate Bond Fund Regular Growth Mirae Asset Corporate Bond Fund Regular Growth

3Y Returns5.43%

Compare Now
Request call back
Add to Cart Successfully