Tata Multi Asset Opportunities Fund vs HDFC Multi compare

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HDFC Multi-Asset Fund - Growth Option

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Tata Multi Asset Opportunities Fund-Regular Plan-Growth

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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	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Fund	HDFC Multi-Asset Fund - Growth Option	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹3893 Cr	₹3487 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	17 Aug 2005	04 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,BSE 200 TRI,MCX I-COMDEX Composite Index
Turn Over	26.35%	16.78%
Expense Ratio	1.91	1.87
Manager	Anil Bamboli	Rahul Singh
ISIN Code	INF179K01AP0	INF277K012Z5
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	Tata Multi Asset Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Month	-0.36%	-2.2%
6 Month	-1.73%	-5.15%
1 Year	9.16%	5.52%
3 Year	12.08%	11.63%
5 Year	13.71%	-

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
6 Month	-	-
1 Year	2.57%	-3.46%
3 Year	12.67%	11.45%
5 Year	13.82%	-

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Year	8.82%	18.05%
3 Year	10.54%	15.76%
5 Year	9.94%	-

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Standard Deviation	6.445%	7.805%
Sharp	0.858%	0.735%
Beta	-	-
Alpha	-	-

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Scheme Name	HDFC Multi-Asset Fund - Growth Option	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Name	Anil Bamboli	Rahul Singh
Total AUM	₹135442 Cr	₹19760 Cr
Fund Manage	12	9
	HDFC Multi-Asset Fund - Growth Option	Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Others	51.87	34.12
Large Cap	55.9	49.78
Small Cap	7.91	9.33
Mid Cap	4.64	6.74

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Others	51.87	34.23
Petroleum Products	3.77	-
IT - Software	4.97	-
Transport Services	1.44	-
Construction	1.51	4.66
Ferrous Metals	0.65	-
Consumer Durables	2.39	-
Diversified FMCG	2.5	-
Non - Ferrous Metals	0.59	-
Banks	19.93	-
Realty	2.35	-
Pharmaceuticals & Biotechnology	4.55	-
Automobiles	8.51	-
Aerospace & Defense	0.86	-
Cement & Cement Products	0.01	-
Fertilizers & Agrochemicals	0.85	-
Capital Markets	0.21	-
Power	1.65	-
Personal Products	0.56	-
Agricultural Food & other Products	0.42	-
Insurance	1.88	0.88
Oil	0.5	-
Finance	0.59	-
Telecom - Services	2.86	-
Auto Components	1.19	-
Healthcare Services	0.41	-
Chemicals & Petrochemicals	0.25	-
Transport Infrastructure	0.38	-
Beverages	2.67	-
Materials	-	2.55
Technology	-	3.9
Financial	-	18.38
Services	-	2.61
Energy	-	7.47
Automobile	-	2.47
Consumer Discretionary	-	0.71
Healthcare	-	4.81
Consumer Staples	-	0.91
Metals & Mining	-	1.52
Sovereign	-	5.06
Communication	-	3.65
Capital Goods	-	3.63
Chemicals	-	1.23
Textiles	-	0.36
Unclassified	-	0.94