Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Multi vs Axis Multi Asset Allocation Fund compare

Link copied to clipboard!

tortoise-icon HDFC Multi-Asset Fund - Growth Option

Invest Now

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

Invest Now

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 ₹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

Top Comparisons

Tata Banking And Financial Services Fund-Regular Plan-Growth Tata Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns15.81%

VS

Sundaram Financial Services Opportunities Fund Regular Plan - Growth Sundaram Financial Services Opportunities Fund Regular Plan - Growth

3Y Returns16.08%

Compare Now

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns9.42%

VS

Sundaram Conservative Hybrid Fund - Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns6.89%

Compare Now

SBI MNC Fund - Regular Plan -Growth SBI MNC Fund - Regular Plan -Growth

3Y Returns6.97%

VS

UTI - MNC Fund - Regular Plan - Growth Option UTI - MNC Fund - Regular Plan - Growth Option

3Y Returns12.29%

Compare Now

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns18.73%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns14.25%

Compare Now
Add to Cart Successfully