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

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)	₹3137 Cr	₹3404 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	05 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), CRISIL Short-Term Bond Index (25), Domestic Price of Silver (5), Domestic Price of Gol
Turn Over	26.35%	0.0%
Expense Ratio	1.97	1.86
Manager	Anil Bamboli	Dhaval Joshi
ISIN Code	INF179K01AP0	INF209KB12R6
Exits Load	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 12 months./365	Exit load of 1%, if redeemed within 365 days./365

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Month	1.19%	1.11%
6 Month	11.9%	15.08%
1 Year	24.95%	25.83%
3 Year	13.59%	-
5 Year	16.57%	-

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
6 Month	-	-
1 Year	10.56%	12.36%
3 Year	25.59%	17.51%
5 Year	48.91%	17.51%

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Year	16.12%	17.19%
3 Year	38.38%	19.87%
5 Year	52.29%	19.87%

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%	-

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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

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Others	32.32	34.84
Large Cap	56.11	43.67
Small Cap	7.23	10.76
Mid Cap	4.34	10.72

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Others	29.64	5.16
Petroleum Products	2.18	-
IT - Software	6.22	-
Transport Services	1.48	-
Construction	1.48	4.83
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	1.51
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	-
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