Tata Multi Asset Opportunities Fund vs HDFC Multi compare

HDFC Multi-Asset Fund - Growth Option

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

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	Very High
Asset Size (Cr)	₹3137 Cr	₹3051 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	05 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	1.97	1.87
Manager	Anil Bamboli	Rahul Singh
ISIN Code	INF179K01AP0	INF277K012Z5
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 more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Month	1.19%	0.65%
6 Month	11.9%	10.97%
1 Year	24.95%	27.07%
3 Year	13.59%	15.24%
5 Year	16.57%	-

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
6 Month	-	-
1 Year	10.56%	12.22%
3 Year	25.59%	29.21%
5 Year	48.91%	47.63%

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Year	16.12%	18.42%
3 Year	38.38%	41.6%
5 Year	52.29%	51.56%

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Standard Deviation	6.11%	7.24%
Sharp	1.13%	1.16%
Beta	0.69%	0.81%
Alpha	3.06%	3.85%

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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	32.32	34.12
Large Cap	56.11	49.78
Small Cap	7.23	9.33
Mid Cap	4.34	6.74

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Others	29.64	34.23
Petroleum Products	2.18	-
IT - Software	6.22	-
Transport Services	1.48	-
Construction	1.48	4.66
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	0.88
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	-
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