HDFC Multi vs Mirae Asset Multi Asset Allocation Fund compare

HDFC Multi vs Mirae Asset Multi Asset Allocation Fund compare

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HDFC Multi-Asset Fund - Growth Option

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Mirae Asset Multi Asset Allocation Fund-Reg (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	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Fund	HDFC Multi-Asset Fund - Growth Option	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4715 Cr	₹2187 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	17 Aug 2005	31 Jan 2024
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	65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri
Turn Over	26.35%	%
Expense Ratio	1.91	2.01
Manager	Anil Bamboli	Harshad Borawake
ISIN Code	INF179K01AP0	INF769K01KW3
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	Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Month	1.97%	2.17%
6 Month	11.22%	12.79%
1 Year	6.58%	8.27%
3 Year	13.94%	-
5 Year	15.01%	-

SIP Return Analysis

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Mirae Asset Multi Asset Allocation Fund-Reg (G)
6 Month	3.6%	3.9%
1 Year	13.32%	15.5%
3 Year	14.29%	-
5 Year	13.56%	-

Rolling Lumpsum Returns

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Year	8.87%	11.01%
3 Year	10.66%	-
5 Year	9.99%	-

Risk Management

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Standard Deviation	6.20%	-
Sharp	1.04%	-
Beta	-	-
Alpha	-	-

Fund Managers

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Name	Anil Bamboli	Harshad Borawake
Total AUM	₹135442 Cr	₹0 Cr
Funds Managed	12	3
	HDFC Multi-Asset Fund - Growth Option	Mirae Asset Multi Asset Allocation Fund-Reg (G)

Market Cap

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Others	34.09	34.89
Large Cap	55.24	51.18
Small Cap	7.23	8.55
Mid Cap	3.44	5.37

Sector Allocation

Scheme Name	HDFC Multi-Asset Fund - Growth Option	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Others	31.09	31.91
Energy	7.1	3.66
Technology	5.42	5.43
Industrials	4.77	6.63
Consumer Defensive	5.16	4.38
Basic Materials	3.42	5.57
Financial Services	22.62	22.47
Real Estate	2.45	1.33
Healthcare	5.07	3.64
Consumer Cyclical	7.95	8.49
Utilities	1.93	3.47
Communication Services	3.02	3.04

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