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) ₹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

Top Comparisons

Invesco India GILT Fund - Growth Invesco India GILT Fund - Growth

3Y Returns7.07%

VS

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns7.37%

Compare Now

UTI Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns15.89%

VS

HSBC Aggressive Hybrid Fund - Regular Growth HSBC Aggressive Hybrid Fund - Regular Growth

3Y Returns15.22%

Compare Now

Axis Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.52%

VS

HSBC Short Duration Fund - Regular Growth HSBC Short Duration Fund - Regular Growth

3Y Returns7.18%

Compare Now

Bandhan Ultra Short Duration Fund - Regular Plan - Growth Bandhan Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.09%

VS

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns6.91%

Compare Now
Add to Cart Successfully