Axis Multi Asset Allocation Fund vs HDFC Multi compare

Axis Multi Asset Allocation Fund vs HDFC Multi compare

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HDFC Multi-Asset Fund - Growth Option

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Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹5149 Cr	₹1705 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	1.2%	1.52%
6 Month	6.65%	10.63%
1 Year	12.27%	12.8%
3 Year	14.4%	13.07%
5 Year	14.86%	12.51%

SIP Return Analysis

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	3.96%	6.35%
1 Year	16.4%	22.91%
3 Year	14.64%	16.09%
5 Year	13.82%	12.77%

Rolling Lumpsum Returns

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	8.87%	9.28%
3 Year	10.7%	9.05%
5 Year	10.03%	9.2%

Risk Management

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	5.93%	9.95%
Sharp	1.27%	0.84%
Beta	-	0.93%
Alpha	-	-0.1%

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	35.19	34.09
Large Cap	54.37	44.49
Small Cap	6.94	8.31
Mid Cap	3.49	13.11

Sector Allocation

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	32.15	28.39
Energy	6.83	1.27
Technology	5.42	5.72
Industrials	4.64	9.92
Consumer Defensive	3.42	3.91
Basic Materials	3.67	5.75
Financial Services	22.77	16.32
Real Estate	2.37	1.97
Healthcare	5.38	6.2
Consumer Cyclical	8.03	16.49
Utilities	2.04	0.68
Communication Services	3.27	3.37

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