HDFC Multi vs UTI Multi Asset Allocation Fund compare

HDFC Multi-Asset Fund - Growth Option

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UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

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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)	₹3137 Cr	₹2418 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	05 Aug 2005	19 Nov 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	CRISIL Composite Bond TRI,Domestic Price of Gold,BSE 200 TRI
Turn Over	26.35%	270%
Expense Ratio	1.97	1.97
Manager	Anil Bamboli	Sunil Madhukar Patil
ISIN Code	INF179K01AP0	INF789F01AP6
Exits Load	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 12 months./365	Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	-1.23%	-1.6%
6 Month	5.26%	5.64%
1 Year	19.88%	28.86%
3 Year	11.77%	17.36%
5 Year	15.32%	15.49%

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-20.65%	14.27%
3 Year	-6.9%	-
5 Year	-12.36%	-

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	8.73%	9.18%
3 Year	10.45%	8.65%
5 Year	9.92%	8.12%

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	6.11%	8.04%
Sharp	1.13%	1.17%
Beta	0.69%	0.91%
Alpha	3.06%	7.01%

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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	32.32	34.26
Large Cap	56.11	50.46
Small Cap	7.23	1.38
Mid Cap	4.34	13.9

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	29.64	21.56
Petroleum Products	2.18	-
IT - Software	6.22	-
Transport Services	1.48	-
Construction	1.48	3.66
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	0.87
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	-
Financial	-	6.06
Healthcare	-	4.4
Consumer Staples	-	3.46
Energy	-	6.55
Automobile	-	4.93
Services	-	4.41
Technology	-	3.26
Capital Goods	-	4.5
Consumer Discretionary	-	1.5
Materials	-	1.86
Sovereign	-	17.97
Chemicals	-	1.18
Communication	-	2.64
Unclassified	-	11.19