DSP Multi Asset Allocation Fund vs HDFC Multi compare

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tortoise-icon HDFC Multi-Asset Fund - Growth Option

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tortoise-icon DSP Multi Asset Allocation Fund - Regular (G)

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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 DSP Multi Asset Allocation Fund - Regular (G)
Fund HDFC Multi-Asset Fund - Growth Option DSP Multi Asset Allocation Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3760 Cr ₹2273 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 17 Aug 2005 21 Sep 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 NIFTY 500 TRI(40.00), MSCI World(20.00), NIFTY Composite Debt Index(20.00), Domestic Price of Gold(15.00), MCX I-COMDEX Composite Index(5.00)
Turn Over 26.35% %
Expense Ratio 1.91 1.66
Manager Anil Bamboli Jay Kothari
ISIN Code INF179K01AP0 INF740KA1TB5
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 DSP Multi Asset Allocation Fund - Regular Plan - 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 DSP Multi Asset Allocation Fund - Regular (G)
1 Month 0.23% 1.16%
6 Month 1.4% 5.05%
1 Year 11.74% 15.72%
3 Year 12.4% -
5 Year 14.31% -

SIP Return Analysis

Scheme Name HDFC Multi-Asset Fund - Growth Option DSP Multi Asset Allocation Fund - Regular (G)
6 Month - -
1 Year 6.43% 10.75%
3 Year 13.94% -
5 Year 14.37% -

Rolling Lumpsum Returns

Scheme Name HDFC Multi-Asset Fund - Growth Option DSP Multi Asset Allocation Fund - Regular (G)
1 Year 8.82% 22.13%
3 Year 10.54% -
5 Year 9.94% -

Risk Management

Scheme Name HDFC Multi-Asset Fund - Growth Option DSP Multi Asset Allocation Fund - Regular (G)
Standard Deviation 6.11% -
Sharp 1.13% -
Beta 0.69% -
Alpha 3.06% -

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Fund Managers

Scheme Name HDFC Multi-Asset Fund - Growth Option DSP Multi Asset Allocation Fund - Regular (G)
Name Anil Bamboli Jay Kothari
Total AUM ₹135442 Cr ₹0 Cr
Fund Manage 12 20
HDFC Multi-Asset Fund - Growth Option DSP Multi Asset Allocation Fund - Regular (G)

Market Cap

Scheme Name

HDFC Multi-Asset Fund - Growth Option

DSP Multi Asset Allocation Fund - Regular (G)

Others 51.87 59.79
Large Cap 55.9 26.74
Small Cap 7.91 5.67
Mid Cap 4.64 7.8

Sector Allocation

Scheme Name

HDFC Multi-Asset Fund - Growth Option

DSP Multi Asset Allocation Fund - Regular (G)

Others 51.87 4.62
Petroleum Products 3.77 -
IT - Software 4.97 -
Transport Services 1.44 -
Construction 1.51 -
Ferrous Metals 0.65 -
Consumer Durables 2.39 -
Diversified FMCG 2.5 -
Non - Ferrous Metals 0.59 -
Banks 19.93 -
Realty 2.35 -
Pharmaceuticals & Biotechnology 4.55 -
Automobiles 8.51 -
Aerospace & Defense 0.86 -
Cement & Cement Products 0.01 -
Fertilizers & Agrochemicals 0.85 -
Capital Markets 0.21 -
Power 1.65 -
Personal Products 0.56 -
Agricultural Food & other Products 0.42 -
Insurance 1.88 -
Oil 0.5 -
Finance 0.59 -
Telecom - Services 2.86 -
Auto Components 1.19 -
Healthcare Services 0.41 -
Chemicals & Petrochemicals 0.25 -
Transport Infrastructure 0.38 -
Beverages 2.67 -
Financial - 33.25
Sovereign - 3.34
Technology - 8.04
Automobile - 5.18
Healthcare - 5.76
Metals & Mining - 2.45
Energy - 3.84
Consumer Staples - 3.46
Chemicals - 1.23
Consumer Discretionary - 1.4
Communication - 3.09
Materials - 1.26
Capital Goods - 0.65
Services - 1.12
Unclassified - 21.31

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