HDFC Multi vs Aditya Birla Sun Life Multi Asset Allocation Fund compare
HDFC Multi-Asset Fund - Growth Option
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Chart Comparison
Overview
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Fund | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4545 Cr | ₹4277 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 17 Aug 2005 | 31 Jan 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 | BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
Turn Over | 26.35% | 0.0% |
Expense Ratio | 1.91 | 1.85 |
Manager | Anil Bamboli | Dhaval Joshi |
ISIN Code | INF179K01AP0 | INF209KB12R6 |
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 | Aditya Birla Sun Life 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 | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
1 Month | -0.24% | -0.22% |
6 Month | 7.87% | 9.67% |
1 Year | 6.91% | 7.89% |
3 Year | 14.36% | - |
5 Year | 15.51% | - |
SIP Return Analysis
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
6 Month | 3.74% | 5.22% |
1 Year | 10.05% | 12.51% |
3 Year | 14.29% | - |
5 Year | 13.76% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
1 Year | 8.87% | 22.68% |
3 Year | 10.61% | - |
5 Year | 9.97% | - |
Risk Management
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Standard Deviation | 6.42% | - |
Sharp | 1.36% | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Name | Anil Bamboli | Dhaval Joshi |
Total AUM | ₹135442 Cr | ₹361932 Cr |
Funds Managed | 12 | 55 |
HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Market Cap
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Others | 33.72 | 37.94 |
Large Cap | 55.92 | 42.49 |
Small Cap | 6.81 | 6.57 |
Mid Cap | 3.55 | 13 |
Sector Allocation
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Others | 30.66 | 30.22 |
Energy | 7.74 | 5.99 |
Technology | 7.72 | 7.59 |
Industrials | 5.15 | 7.82 |
Consumer Defensive | 5.51 | 6.05 |
Basic Materials | 3.33 | 4.23 |
Financial Services | 19.48 | 18.71 |
Real Estate | 2.47 | 3.87 |
Healthcare | 4.28 | 4.43 |
Consumer Cyclical | 8.36 | 6.35 |
Utilities | 2.01 | 2.1 |
Communication Services | 3.28 | 2.64 |
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