Axis Multi Asset Allocation Fund vs HDFC Multi compare
HDFC Multi-Asset Fund - Growth Option
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4375 Cr | ₹1484 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 17 Aug 2005 | 23 Aug 2010 |
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 | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
Turn Over | 26.35% | 64.15% |
Expense Ratio | 1.91 | 2.1 |
Manager | Anil Bamboli | R Sivakumar |
ISIN Code | INF179K01AP0 | INF846K01768 |
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 | Axis Multi Asset Allocation Fund - 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 | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.29% | -0.05% |
6 Month | 7.33% | 5.52% |
1 Year | 7.71% | 5.36% |
3 Year | 15.32% | 12.8% |
5 Year | 16.37% | 13.99% |
SIP Return Analysis
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.02% | 5.26% |
1 Year | 11.48% | 8.88% |
3 Year | 14.54% | 12.8% |
5 Year | 13.85% | 11.12% |
Rolling Lumpsum Returns
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.87% | 9.42% |
3 Year | 10.61% | 8.9% |
5 Year | 9.97% | 9.02% |
Risk Management
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 6.42% | 9.43% |
Sharp | 1.36% | 0.77% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Name | Anil Bamboli | R Sivakumar |
Total AUM | ₹135442 Cr | ₹9709 Cr |
Funds Managed | 12 | 10 |
HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.21 | 34.17 |
Large Cap | 56.61 | 50.14 |
Small Cap | 6.68 | 8.05 |
Mid Cap | 3.5 | 7.64 |
Sector Allocation
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.9 | 32.61 |
Energy | 7.61 | 3.82 |
Technology | 7.31 | 6.12 |
Industrials | 4.89 | 7.95 |
Consumer Defensive | 6.13 | 3.29 |
Basic Materials | 3.94 | 6.31 |
Financial Services | 19.65 | 22.76 |
Real Estate | 2.47 | 0.77 |
Healthcare | 3.96 | 3.84 |
Consumer Cyclical | 8.07 | 9.64 |
Utilities | 1.92 | 1.2 |
Communication Services | 3.14 | 1.68 |
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