Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Multi Asset Allocation Fund vs HDFC Multi compare

Link copied to clipboard!

tortoise-icon HDFC Multi-Asset Fund - Growth Option

Invest Now

tortoise-icon Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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 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) ₹3760 Cr ₹3664 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 -0.21% -1.36%
6 Month 0.03% -0.56%
1 Year 10.71% 12.59%
3 Year 11.93% -
5 Year 14.06% -

SIP Return Analysis

Scheme Name HDFC Multi-Asset Fund - Growth Option Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
6 Month - -
1 Year 6.43% 7.85%
3 Year 13.94% -
5 Year 14.37% -

Rolling Lumpsum Returns

Scheme Name HDFC Multi-Asset Fund - Growth Option Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Year 8.82% 23.69%
3 Year 10.54% -
5 Year 9.94% -

Risk Management

Scheme Name HDFC Multi-Asset Fund - Growth Option Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Standard Deviation 6.11% -
Sharp 1.13% -
Beta 0.69% -
Alpha 3.06% -

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 Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Name Anil Bamboli Dhaval Joshi
Total AUM ₹135442 Cr ₹361932 Cr
Fund Manage 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 51.87 34.84
Large Cap 55.9 43.67
Small Cap 7.91 10.76
Mid Cap 4.64 10.72

Sector Allocation

Scheme Name

HDFC Multi-Asset Fund - Growth Option

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Others 51.87 5.16
Petroleum Products 3.77 -
IT - Software 4.97 -
Transport Services 1.44 -
Construction 1.51 4.83
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 1.51
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 -
Consumer Staples - 4.42
Metals & Mining - 2.36
Automobile - 4.69
Consumer Discretionary - 2.53
Financial - 26.39
Energy - 8.06
Sovereign - 0.87
Technology - 4.7
Materials - 1.86
Healthcare - 4.47
Services - 4.76
Capital Goods - 6.34
Communication - 1.7
Chemicals - 1.07
Unclassified - 14.27

Top Comparisons

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns9.2%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns8.46%

Compare Now

Taurus Banking & Financial Services Fund - Regular Plan - Growth Taurus Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns14.75%

VS

Sundaram Financial Services Opportunities Fund Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns15.14%

Compare Now

Kotak Bluechip Fund - Growth Kotak Bluechip Fund - Growth

3Y Returns11.85%

VS

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns11.58%

Compare Now

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

3Y Returns9.92%

VS

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns10.27%

Compare Now
Add to Cart Successfully