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) | ₹4930 Cr | ₹4693 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 | 1.9% | 2.16% |
| 6 Month | 7.24% | 10.59% |
| 1 Year | 10% | 12.37% |
| 3 Year | 14.77% | - |
| 5 Year | 15.86% | - |
SIP Return Analysis
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 6 Month | 2.04% | 3.05% |
| 1 Year | 11.79% | 15.68% |
| 3 Year | 13.2% | - |
| 5 Year | 13% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 1 Year | 8.81% | 20.47% |
| 3 Year | 10.67% | - |
| 5 Year | 10.01% | - |
Risk Management
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 5.96% | - |
| Sharp | 1.28% | - |
| Beta | - | - |
| Alpha | - | - |
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 | 34.13 | 40.81 |
| Large Cap | 55.2 | 42.13 |
| Small Cap | 7.15 | 5.26 |
| Mid Cap | 3.52 | 11.81 |
Sector Allocation
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Others | 31.08 | 31.46 |
| Energy | 6.58 | 4.86 |
| Technology | 5.13 | 7.06 |
| Industrials | 4.81 | 6.69 |
| Consumer Defensive | 4.34 | 6.19 |
| Basic Materials | 3.78 | 4.32 |
| Financial Services | 22.81 | 19.9 |
| Real Estate | 2.46 | 4.15 |
| Healthcare | 5.53 | 4.25 |
| Consumer Cyclical | 8.24 | 6.11 |
| Utilities | 2.1 | 2.01 |
| Communication Services | 3.14 | 3 |
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