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) | ₹4635 Cr | ₹1500 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 | -0.24% | -0.35% |
6 Month | 7.92% | 8.24% |
1 Year | 7.61% | 5.28% |
3 Year | 13.54% | 10.07% |
5 Year | 15.07% | 13.26% |
SIP Return Analysis
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.93% | 3.16% |
1 Year | 9.38% | 7.38% |
3 Year | 13.47% | 12.03% |
5 Year | 13.16% | 10.52% |
Rolling Lumpsum Returns
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.87% | 9.35% |
3 Year | 10.66% | 8.96% |
5 Year | 9.99% | 9.1% |
Risk Management
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 6.20% | 8.47% |
Sharp | 1.15% | 0.52% |
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 | 34.09 | 36.31 |
Large Cap | 55.24 | 45.29 |
Small Cap | 7.23 | 8.51 |
Mid Cap | 3.44 | 9.89 |
Sector Allocation
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.09 | 33.39 |
Energy | 7.1 | 3.17 |
Technology | 5.42 | 6.29 |
Industrials | 4.77 | 7.16 |
Consumer Defensive | 5.16 | 3.09 |
Basic Materials | 3.42 | 6.62 |
Financial Services | 22.62 | 21.05 |
Real Estate | 2.45 | 0.38 |
Healthcare | 5.07 | 4.62 |
Consumer Cyclical | 7.95 | 11.41 |
Utilities | 1.93 | 1.16 |
Communication Services | 3.02 | 1.66 |
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