HDFC Multi vs UTI Multi Asset Allocation Fund compare

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tortoise-icon HDFC Multi-Asset Fund - Growth Option

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tortoise-icon 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) ₹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

Trailing Lumpsum Returns

Scheme Name HDFC Multi-Asset Fund - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 1.19% -3.74%
6 Month 11.9% 7.72%
1 Year 24.95% 36.12%
3 Year 13.59% 17.44%
5 Year 16.57% 15.61%

SIP Return Analysis

Scheme Name HDFC Multi-Asset Fund - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month - -
1 Year 10.56% 16.89%
3 Year 25.59% 40.71%
5 Year 48.91% 60.42%

Rolling Lumpsum Returns

Scheme Name HDFC Multi-Asset Fund - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 8.75% 9.16%
3 Year 10.45% 8.65%
5 Year 9.92% 8.11%

Risk Management

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% 1.38%
Beta 0.69% 0.3%
Alpha 3.06% 8.68%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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