Edelweiss Multi Asset Allocation Fund vs HDFC Multi compare

Edelweiss Multi Asset Allocation Fund vs HDFC Multi compare

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HDFC Multi-Asset Allocation Fund - Growth Option

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Edelweiss Multi Asset Allocation Fund - Reg (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 Allocation Fund - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
Fund	HDFC Multi-Asset Allocation Fund - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
Investment Plan	Growth	Growth
Level of Risk	Average	Low to Moderate
Asset Size (Cr)	₹5460 Cr	₹2459 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	17 Aug 2005	23 Jun 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	CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)
Turn Over	26.35%	%
Expense Ratio	1.91	0.72
Manager	Anil Bamboli	Dhawal Dalal
ISIN Code	INF179K01AP0	INF754K01RO7
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	Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HDFC Multi-Asset Allocation Fund - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month	0.71%	0.12%
6 Month	5.73%	2.08%
1 Year	13.79%	6.67%
3 Year	14.77%	-
5 Year	13.03%	-

SIP Return Analysis

Scheme Name	HDFC Multi-Asset Allocation Fund - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month	2.37%	0.86%
1 Year	13.31%	4.87%
3 Year	13.59%	-
5 Year	13.27%	-

Rolling Lumpsum Returns

Scheme Name	HDFC Multi-Asset Allocation Fund - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year	8.93%	7.93%
3 Year	10.72%	-
5 Year	10.04%	-

Risk Management

Scheme Name	HDFC Multi-Asset Allocation Fund - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
Standard Deviation	6.11%	-
Sharp	1.46%	-
Beta	0.73%	-
Alpha	2.67%	-

Fund Managers

Scheme Name	HDFC Multi-Asset Allocation Fund - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
Name	Anil Bamboli	Dhawal Dalal
Total AUM	₹135442 Cr	₹25974 Cr
Funds Managed	12	12
	HDFC Multi-Asset Allocation Fund - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)

Market Cap

Scheme Name	HDFC Multi-Asset Allocation Fund - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	34.7	75.76
Large Cap	55.38	16.79
Small Cap	6.59	0.29
Mid Cap	3.33	7.16

Sector Allocation

Scheme Name	HDFC Multi-Asset Allocation Fund - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	31.6	75.45
Energy	6.75	3
Technology	5.78	0.52
Industrials	4.67	1.82
Basic Materials	3.08	2.69
Consumer Defensive	3.19	0.47
Financial Services	22.65	8.49
Real Estate	1.94	0.1
Healthcare	5.88	1.27
Consumer Cyclical	9.13	1.33
Utilities	2.12	0.16
Communication Services	3.21	4.71

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