HDFC Multi vs SBI Multi Asset Allocation Fund compare

HDFC Multi-Asset Fund - Growth Option

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SBI Multi Asset Allocation Fund - Regular Plan - Growth

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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	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	-0.51%	-0.32%
6 Month	-0.2%	-0.42%
1 Year	11.96%	11.49%
3 Year	11.35%	13.7%
5 Year	14.15%	13.52%

Scheme Name	HDFC Multi-Asset Fund - Growth Option	SBI Multi Asset Allocation Fund - Regular Plan - Growth
6 Month	-	-
1 Year	5.97%	5.83%
3 Year	13.68%	15.63%
5 Year	14.41%	14.62%

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