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HDFC Multi vs Tata Multi Asset Opportunities Fund compare
HDFC Multi-Asset Fund - Growth Option
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3893 Cr | ₹3487 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Aug 2005 | 04 Mar 2020 |
| 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 | CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index |
| Turn Over | 26.35% | 16.78% |
| Expense Ratio | 1.91 | 1.87 |
| Manager | Anil Bamboli | Rahul Singh |
| ISIN Code | INF179K01AP0 | INF277K012Z5 |
| 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 | Tata Multi Asset Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -2.17% | -3.11% |
| 6 Month | -3.29% | -6.34% |
| 1 Year | 6.48% | 2.83% |
| 3 Year | 12.28% | 11.6% |
| 5 Year | 15.36% | 16.04% |
SIP Return Analysis
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -2.61% | -5.18% |
| 1 Year | -1.47% | -7.67% |
| 3 Year | 11.52% | 10.14% |
| 5 Year | 12.75% | 12.59% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.82% | 18.05% |
| 3 Year | 10.54% | 15.76% |
| 5 Year | 9.94% | - |
Risk Management
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 6.591% | 7.805% |
| Sharp | 0.779% | 0.735% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Name | Anil Bamboli | Rahul Singh |
| Total AUM | ₹135442 Cr | ₹19760 Cr |
| Fund Manage | 12 | 9 |
| HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 33.13883 | 33.43069 |
| Large Cap | 56.79984 | 46.74004 |
| Small Cap | 6.53523 | 11.92589 |
| Mid Cap | 3.52612 | 7.9034 |
Sector Allocation
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 32.09789 | 32.92527 |
| Energy | 6.90713 | 4.78196 |
| Technology | 6.69729 | 4.27767 |
| Industrials | 4.82215 | 9.08104 |
| Consumer Defensive | 5.72729 | 1.06031 |
| Basic Materials | 2.82035 | 5.5309 |
| Financial Services | 19.21045 | 20.07503 |
| Healthcare | 3.9486 | 6.07107 |
| Consumer Cyclical | 11.87925 | 5.86533 |
| Real Estate | 1.00745 | 2.36698 |
| Communication Services | 3.09617 | 4.56869 |
| Utilities | 1.786 | 3.39577 |
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