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 High
Asset Size (Cr) ₹2312 Cr ₹1232 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 05 Aug 2005 27 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), MSCI World (20), NIFTY Composite Debt Index (20), Domestic Price of Gold (15), M
Turn Over 26.35% %
Expense Ratio 2.03 1.74
Manager Anil Bamboli Jay Kothari
ISIN Code INF179K01AP0 INF740KA1TB5
Exits Load For redemption in excess of 15% of the units, 1% will be charged if redeemed within 12 months./365 /365

Trailing Lumpsum Returns

Scheme Name HDFC Multi-Asset Fund - Growth Option DSP Multi Asset Allocation Fund - Regular (G)
1 Month 3.04% 3.39%
6 Month 12.13% 14.24%
1 Year 24.01% -
3 Year 14.1% -
5 Year 15.65% -

SIP Return Analysis

Scheme Name HDFC Multi-Asset Fund - Growth Option DSP Multi Asset Allocation Fund - Regular (G)
6 Month - -
1 Year 10.56% 8.99%
3 Year 25.59% 8.99%
5 Year 48.91% 8.99%

Rolling Lumpsum Returns

Scheme Name HDFC Multi-Asset Fund - Growth Option DSP Multi Asset Allocation Fund - Regular (G)
1 Year 16.12% 10.64%
3 Year 38.38% 10.64%
5 Year 52.29% 10.64%

Risk Management

Scheme Name HDFC Multi-Asset Fund - Growth Option DSP Multi Asset Allocation Fund - Regular (G)
Standard Deviation 6.11% -
Sharp 1.07% -
Beta 0.67% -
Alpha 3.33% -

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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 34.04 59.79
Large Cap 56.66 26.74
Small Cap 6.39 5.67
Mid Cap 2.91 7.8

Sector Allocation

Scheme Name

HDFC Multi-Asset Fund - Growth Option

DSP Multi Asset Allocation Fund - Regular (G)

Others 24.77 4.62
Unclassified 10.85 21.31
Financial 19.06 33.25
Automobile 4.6 5.18
Consumer Staples 3.01 3.46
Sovereign 7.91 3.34
Communication 2.65 3.09
Capital Goods 2.5 0.65
Technology 4.9 8.04
Energy 5.07 3.84
Construction 4.22 -
Materials 0.41 1.26
Consumer Discretionary 0.46 1.4
Healthcare 4.34 5.76
Insurance 1.73 -
Metals & Mining 1.6 2.45
Services 0.87 1.12
Chemicals 1.05 1.23

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