Nippon India Multi Asset Fund vs HDFC Multi compare

Link copied to clipboard!

tortoise-icon HDFC Multi-Asset Fund - Growth Option

Invest Now

tortoise-icon Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Multi-Asset Fund - Growth Option Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund HDFC Multi-Asset Fund - Growth Option Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹3137 Cr ₹3595 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 05 Aug 2005 08 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,MSCI World,Domestic Price of Gold,BSE 500 TRI
Turn Over 26.35% 66%
Expense Ratio 1.97 1.54
Manager Anil Bamboli Ashutosh Bhargava
ISIN Code INF179K01AP0 INF204KB16V0
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 for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Multi-Asset Fund - Growth Option Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 1.19% 2.48%
6 Month 11.9% 15.12%
1 Year 24.95% 34.34%
3 Year 13.59% 16.92%
5 Year 16.57% -

SIP Return Analysis

Scheme Name HDFC Multi-Asset Fund - Growth Option Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month - -
1 Year 10.56% 14.33%
3 Year 25.59% 33.61%
5 Year 48.91% 42.11%

Rolling Lumpsum Returns

Scheme Name HDFC Multi-Asset Fund - Growth Option Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 16.12% 16%
3 Year 38.38% 41.05%
5 Year 52.29% 45.97%

Risk Management

Scheme Name HDFC Multi-Asset Fund - Growth Option Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation 6.11% 8.39%
Sharp 1.13% 1.16%
Beta 0.69% 0.93%
Alpha 3.06% 4.35%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Multi-Asset Fund - Growth Option Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Name Anil Bamboli Ashutosh Bhargava
Total AUM ₹135442 Cr ₹121448 Cr
Fund Manage 12 12
HDFC Multi-Asset Fund - Growth Option Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Multi-Asset Fund - Growth Option

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 32.32 48.13
Large Cap 56.11 36.33
Small Cap 7.23 3.11
Mid Cap 4.34 12.43

Sector Allocation

Scheme Name

HDFC Multi-Asset Fund - Growth Option

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 29.64 6.1
Petroleum Products 2.18 -
IT - Software 6.22 -
Transport Services 1.48 -
Construction 1.48 2.65
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 0.96
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 -
Sovereign - 5.46
Automobile - 5.66
Energy - 5.87
Technology - 3.47
Financial - 37.74
Metals & Mining - 2.56
Materials - 1.8
Services - 2.59
Healthcare - 3.68
Capital Goods - 4.97
Communication - 0.32
Consumer Staples - 2.92
Consumer Discretionary - 0.75
Unclassified - 12.5

Top Comparisons

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns17.37%

VS

Motilal Oswal Asset Allocation FOF- A- Regular Growth Motilal Oswal Asset Allocation FOF- A- Regular Growth

3Y Returns14.42%

Compare Now

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns5.93%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.02%

Compare Now

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns6.14%

VS

BANDHAN Low Duration Fund - Regular Plan - Growth BANDHAN Low Duration Fund - Regular Plan - Growth

3Y Returns5.61%

Compare Now

HDFC Medium Term Debt Fund - Growth Option HDFC Medium Term Debt Fund - Growth Option

3Y Returns5.54%

VS

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns3.6%

Compare Now
Request call back
Add to Cart Successfully