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) | ₹4715 Cr | ₹1612 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 | 1.7% | 3.54% |
6 Month | 10.28% | 15.38% |
1 Year | 8.54% | 9.2% |
3 Year | 15.59% | 14.11% |
5 Year | 15.12% | 14.17% |
SIP Return Analysis
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.7% | 6.58% |
1 Year | 15.33% | 20.93% |
3 Year | 14.55% | 15.5% |
5 Year | 13.73% | 12.35% |
Rolling Lumpsum Returns
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.81% | 9.25% |
3 Year | 10.67% | 9.02% |
5 Year | 10.01% | 9.15% |
Risk Management
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 5.96% | 8.16% |
Sharp | 1.28% | 0.69% |
Beta | - | - |
Alpha | - | - |
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 | 34.08 | 36.79 |
Large Cap | 55.24 | 44.89 |
Small Cap | 7.41 | 6.72 |
Mid Cap | 3.28 | 11.61 |
Sector Allocation
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.18 | 31.67 |
Energy | 6.79 | 2.08 |
Technology | 6.1 | 6.87 |
Industrials | 4.95 | 8.31 |
Consumer Defensive | 5.12 | 4.01 |
Basic Materials | 3.25 | 4.8 |
Financial Services | 21.76 | 18.65 |
Real Estate | 2.39 | 1.11 |
Healthcare | 4.96 | 4.6 |
Consumer Cyclical | 8.51 | 15.19 |
Utilities | 2.07 | 0.62 |
Communication Services | 2.91 | 2.09 |
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