HDFC Multi vs DSP Multi Asset Allocation Fund compare

HDFC Multi vs DSP Multi Asset Allocation Fund compare

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HDFC Multi-Asset Fund - Growth Option

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DSP Multi Asset Allocation Fund - Regular (G)

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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	DSP Multi Asset Allocation Fund - Regular (G)
Fund	HDFC Multi-Asset Fund - Growth Option	DSP Multi Asset Allocation Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4635 Cr	₹3645 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	17 Aug 2005	27 Sep 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	NIFTY 500 TRI(40.00), MSCI World(20.00), NIFTY Composite Debt Index(20.00), Domestic Price of Gold(15.00), MCX I-COMDEX Composite Index(5.00)
Turn Over	26.35%	%
Expense Ratio	1.91	1.64
Manager	Anil Bamboli	Jay Kothari
ISIN Code	INF179K01AP0	INF740KA1TB5
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	DSP 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	DSP Multi Asset Allocation Fund - Regular (G)
1 Month	0.09%	-0.56%
6 Month	10.08%	9.99%
1 Year	5.5%	8.86%
3 Year	13.96%	-
5 Year	14.61%	-

SIP Return Analysis

Scheme Name	HDFC Multi-Asset Fund - Growth Option	DSP Multi Asset Allocation Fund - Regular (G)
6 Month	1.93%	2.66%
1 Year	9.09%	11.52%
3 Year	13.33%	-
5 Year	13.19%	-

Rolling Lumpsum Returns

Scheme Name	HDFC Multi-Asset Fund - Growth Option	DSP Multi Asset Allocation Fund - Regular (G)
1 Year	8.87%	14.57%
3 Year	10.66%	-
5 Year	9.99%	-

Risk Management

Scheme Name	HDFC Multi-Asset Fund - Growth Option	DSP Multi Asset Allocation Fund - Regular (G)
Standard Deviation	6.20%	-
Sharp	1.15%	-
Beta	-	-
Alpha	-	-

Fund Managers

Scheme Name	HDFC Multi-Asset Fund - Growth Option	DSP Multi Asset Allocation Fund - Regular (G)
Name	Anil Bamboli	Jay Kothari
Total AUM	₹135442 Cr	₹0 Cr
Funds Managed	12	20
	HDFC Multi-Asset Fund - Growth Option	DSP Multi Asset Allocation Fund - Regular (G)

Market Cap

Scheme Name	HDFC Multi-Asset Fund - Growth Option	DSP Multi Asset Allocation Fund - Regular (G)
Others	34.09	65.14
Large Cap	55.24	25.27
Small Cap	7.23	4.94
Mid Cap	3.44	4.65

Sector Allocation

Scheme Name	HDFC Multi-Asset Fund - Growth Option	DSP Multi Asset Allocation Fund - Regular (G)
Others	31.09	49.92
Energy	7.1	1.12
Technology	5.42	7.16
Industrials	4.77	2.05
Consumer Defensive	5.16	2.63
Basic Materials	3.42	3.99
Financial Services	22.62	12.99
Real Estate	2.45	2.95
Healthcare	5.07	2.18
Consumer Cyclical	7.95	8.27
Utilities	1.93	2.51
Communication Services	3.02	4.24

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