Aditya Birla Sun Life Multi Asset Allocation Fund vs HDFC Multi compare
HDFC Multi-Asset Fund - Growth Option
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Chart Comparison
Overview
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Fund | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4635 Cr | ₹4371 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 17 Aug 2005 | 31 Jan 2023 |
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 | BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
Turn Over | 26.35% | 0.0% |
Expense Ratio | 1.91 | 1.85 |
Manager | Anil Bamboli | Dhaval Joshi |
ISIN Code | INF179K01AP0 | INF209KB12R6 |
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 | Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
1 Month | -0.24% | -1.43% |
6 Month | 7.92% | 9.45% |
1 Year | 7.61% | 8.94% |
3 Year | 13.54% | - |
5 Year | 15.07% | - |
SIP Return Analysis
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
6 Month | 2.93% | 3.09% |
1 Year | 9.38% | 9.66% |
3 Year | 13.47% | - |
5 Year | 13.16% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
1 Year | 8.87% | 21.28% |
3 Year | 10.66% | - |
5 Year | 9.99% | - |
Risk Management
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Standard Deviation | 6.20% | - |
Sharp | 1.15% | - |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Name | Anil Bamboli | Dhaval Joshi |
Total AUM | ₹135442 Cr | ₹361932 Cr |
Funds Managed | 12 | 55 |
HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Market Cap
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Others | 34.09 | 38.47 |
Large Cap | 55.24 | 42.3 |
Small Cap | 7.23 | 6.21 |
Mid Cap | 3.44 | 13.01 |
Sector Allocation
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Others | 31.09 | 29.34 |
Energy | 7.1 | 5.26 |
Technology | 5.42 | 7.72 |
Industrials | 4.77 | 7.66 |
Consumer Defensive | 5.16 | 6.75 |
Basic Materials | 3.42 | 4.2 |
Financial Services | 22.62 | 19.84 |
Real Estate | 2.45 | 3.77 |
Healthcare | 5.07 | 4.81 |
Consumer Cyclical | 7.95 | 6.1 |
Utilities | 1.93 | 2.09 |
Communication Services | 3.02 | 2.46 |
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