SBI Multi Asset Allocation Fund vs HDFC Multi compare
HDFC Multi-Asset Fund - Growth Option
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Fund | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | High |
Asset Size (Cr) | ₹3137 Cr | ₹5302 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 05 Aug 2005 | 21 Dec 2005 |
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 | NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold |
Turn Over | 26.35% | 252% |
Expense Ratio | 1.97 | 1.49 |
Manager | Anil Bamboli | Pradeep Kesavan |
ISIN Code | INF179K01AP0 | INF200K01800 |
Exits Load | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 12 months./365 | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months/365 |
Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.19% | 0.87% |
6 Month | 11.9% | 12.64% |
1 Year | 24.95% | 26.82% |
3 Year | 13.59% | 15.6% |
5 Year | 16.57% | 15.04% |
Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 10.56% | 12.3% |
3 Year | 25.59% | 31.24% |
5 Year | 48.91% | 50.02% |
Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.12% | 14.44% |
3 Year | 38.38% | 37.74% |
5 Year | 52.29% | 52.8% |
Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 6.11% | 6.81% |
Sharp | 1.13% | 1.21% |
Beta | 0.69% | 0.63% |
Alpha | 3.06% | 4.59% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Name | Anil Bamboli | Pradeep Kesavan |
Total AUM | ₹135442 Cr | ₹434274 Cr |
Fund Manage | 12 | 43 |
HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 32.32 | 62.93 |
Large Cap | 56.11 | 15.06 |
Small Cap | 7.23 | 13.51 |
Mid Cap | 4.34 | 8.5 |
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 29.64 | 13.75 |
Banks | 19.84 | - |
Automobiles | 8.06 | - |
Beverages | 2.71 | - |
Telecom - Services | 2.07 | - |
Personal Products | 1.74 | - |
IT - Software | 6.22 | - |
Petroleum Products | 2.18 | - |
Realty | 2.55 | - |
Diversified FMCG | 2.31 | - |
Aerospace & Defense | 1.61 | - |
Construction | 1.48 | 7.15 |
Consumer Durables | 3.15 | - |
Power | 1.9 | - |
Pharmaceuticals & Biotechnology | 4.85 | - |
Insurance | 1.83 | 2.14 |
Oil | 0.61 | - |
Auto Components | 1.55 | - |
Non - Ferrous Metals | 0.55 | - |
Finance | 0.48 | - |
Fertilizers & Agrochemicals | 0.91 | - |
Transport Infrastructure | 0.44 | - |
Ferrous Metals | 0.48 | - |
Agricultural Food & other Products | 0.41 | - |
Healthcare Services | 0.39 | - |
Transport Services | 1.48 | - |
Chemicals & Petrochemicals | 0.34 | - |
Capital Markets | 0.22 | - |
Unclassified | - | 16.25 |
Sovereign | - | 8.41 |
Communication | - | 2.76 |
Metals & Mining | - | 3.08 |
Energy | - | 4.03 |
Financial | - | 22.7 |
Consumer Staples | - | 3.59 |
Services | - | 5.92 |
Technology | - | 2.82 |
Healthcare | - | 2.6 |
Consumer Discretionary | - | 1.63 |
Capital Goods | - | 1.5 |
Materials | - | 1.41 |
Chemicals | - | 0.26 |
Top Comparisons
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns5.55%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.67%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.72%
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns25.15%
Aditya Birla Sun Life Small Cap Fund - GROWTH
3Y Returns20.29%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns27.02%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns6.12%
Sundaram Banking and PSU Debt Fund Regular Plan - Growth
3Y Returns5.35%