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HDFC Multi vs Axis Multi Asset Allocation Fund compare

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tortoise-icon HDFC Multi-Asset Fund - Growth Option

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tortoise-icon Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

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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 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 ₹1612 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 2.06% 3.93%
6 Month 9.48% 14.54%
1 Year 9.02% 9.61%
3 Year 15.8% 14.26%
5 Year 15.57% 14.6%

SIP Return Analysis

Scheme Name HDFC Multi-Asset Fund - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month 3.7% 6.58%
1 Year 15.33% 20.93%
3 Year 14.55% 15.5%
5 Year 13.73% 12.35%

Rolling Lumpsum Returns

Scheme Name HDFC Multi-Asset Fund - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 8.81% 9.25%
3 Year 10.67% 9.02%
5 Year 10.01% 9.15%

Risk Management

Scheme Name HDFC Multi-Asset Fund - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation 5.96% 8.16%
Sharp 1.28% 0.69%
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 34.08 36.79
Large Cap 55.24 44.89
Small Cap 7.41 6.72
Mid Cap 3.28 11.61

Sector Allocation

Scheme Name

HDFC Multi-Asset Fund - Growth Option

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 31.18 31.67
Energy 6.79 2.08
Technology 6.1 6.87
Industrials 4.95 8.31
Consumer Defensive 5.12 4.01
Basic Materials 3.25 4.8
Financial Services 21.76 18.65
Real Estate 2.39 1.11
Healthcare 4.96 4.6
Consumer Cyclical 8.51 15.19
Utilities 2.07 0.62
Communication Services 2.91 2.09

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