HDFC Multi vs UTI Multi Asset Allocation Fund compare

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HDFC Multi-Asset Fund - Growth Option

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UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

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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	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3893 Cr	₹5079 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	17 Aug 2005	17 Dec 2008
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	BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00)
Turn Over	26.35%	270%
Expense Ratio	1.91	1.77
Manager	Anil Bamboli	Sunil Madhukar Patil
ISIN Code	INF179K01AP0	INF789F01AP6
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	UTI Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	-1.47%	-2.75%
6 Month	-3.19%	-6.41%
1 Year	6.69%	5.76%
3 Year	12.15%	16.36%
5 Year	15.47%	15.13%

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-2.61%	-5.09%
1 Year	-1.47%	-6.61%
3 Year	11.52%	16.22%
5 Year	12.75%	15.24%

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	8.82%	9.35%
3 Year	10.54%	8.78%
5 Year	9.94%	8.16%

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	6.591%	8.04%
Sharp	0.779%	0.96%
Beta	-	0.94%
Alpha	-	6.1%

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Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Name	Anil Bamboli	Sunil Madhukar Patil
Total AUM	₹135442 Cr	₹6910 Cr
Fund Manage	12	4
	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	33.13883	34.85311
Large Cap	56.79984	51.91458
Small Cap	6.53523	0.0988
Mid Cap	3.52612	13.13357

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	32.09789	34.85311
Energy	6.90713	4.11132
Technology	6.69729	11.08381
Industrials	4.82215	5.2125
Consumer Defensive	5.72729	8.36332
Basic Materials	2.82035	4.404
Financial Services	19.21045	8.79497
Healthcare	3.9486	5.52082
Consumer Cyclical	11.87925	12.25938
Real Estate	1.00745	0.80414
Communication Services	3.09617	4.03333
Utilities	1.786	0.55936