HDFC Multi vs Axis Multi Asset Allocation Fund compare
HDFC Multi-Asset Fund - Growth Option
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4715 Cr | ₹1528 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 17 Aug 2005 | 23 Aug 2010 |
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 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
Turn Over | 26.35% | 64.15% |
Expense Ratio | 1.91 | 2.1 |
Manager | Anil Bamboli | R Sivakumar |
ISIN Code | INF179K01AP0 | INF846K01768 |
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 | Axis Multi Asset Allocation Fund - 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 | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.97% | 3.74% |
6 Month | 11.22% | 13.45% |
1 Year | 6.58% | 5.31% |
3 Year | 13.94% | 11.38% |
5 Year | 15.01% | 13.55% |
SIP Return Analysis
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.6% | 5.74% |
1 Year | 13.32% | 15.84% |
3 Year | 14.29% | 14.27% |
5 Year | 13.56% | 11.68% |
Rolling Lumpsum Returns
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.87% | 9.35% |
3 Year | 10.66% | 8.96% |
5 Year | 9.99% | 9.1% |
Risk Management
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 6.20% | 8.40% |
Sharp | 1.04% | 0.43% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Name | Anil Bamboli | R Sivakumar |
Total AUM | ₹135442 Cr | ₹9709 Cr |
Funds Managed | 12 | 10 |
HDFC Multi-Asset Fund - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 34.09 | 36.31 |
Large Cap | 55.24 | 45.29 |
Small Cap | 7.23 | 8.51 |
Mid Cap | 3.44 | 9.89 |
Sector Allocation
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.09 | 33.39 |
Energy | 7.1 | 3.17 |
Technology | 5.42 | 6.29 |
Industrials | 4.77 | 7.16 |
Consumer Defensive | 5.16 | 3.09 |
Basic Materials | 3.42 | 6.62 |
Financial Services | 22.62 | 21.05 |
Real Estate | 2.45 | 0.38 |
Healthcare | 5.07 | 4.62 |
Consumer Cyclical | 7.95 | 11.41 |
Utilities | 1.93 | 1.16 |
Communication Services | 3.02 | 1.66 |
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