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HDFC Multi vs SBI Multi Asset Allocation Fund compare
HDFC Multi-Asset Fund - Growth Option
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4715 Cr | ₹9819 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Aug 2005 | 21 Dec 2005 |
| 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,CRISIL 10-Year Gilt,Domestic Price of Gold |
| Turn Over | 26.35% | 252% |
| Expense Ratio | 1.91 | 1.44 |
| Manager | Anil Bamboli | Pradeep Kesavan |
| ISIN Code | INF179K01AP0 | INF200K01800 |
| 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 | SBI 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 | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.32% | 2.71% |
| 6 Month | 11.21% | 12.3% |
| 1 Year | 6.81% | 7.84% |
| 3 Year | 13.84% | 15.64% |
| 5 Year | 15.23% | 14.63% |
SIP Return Analysis
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.6% | 4.2% |
| 1 Year | 13.32% | 14.75% |
| 3 Year | 14.29% | 15.83% |
| 5 Year | 13.56% | 14.78% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.87% | 8.73% |
| 3 Year | 10.66% | 8.71% |
| 5 Year | 9.99% | 9.35% |
Risk Management
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.20% | 6.71% |
| Sharp | 1.04% | 1.19% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anil Bamboli | Pradeep Kesavan |
| Total AUM | ₹135442 Cr | ₹434274 Cr |
| Funds Managed | 12 | 43 |
| HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.09 | 57.77 |
| Large Cap | 55.24 | 20.47 |
| Small Cap | 7.23 | 14.03 |
| Mid Cap | 3.44 | 7.73 |
Sector Allocation
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.09 | 52.97 |
| Energy | 7.1 | 3.93 |
| Technology | 5.42 | 4.46 |
| Industrials | 4.77 | 2.59 |
| Consumer Defensive | 5.16 | 3.86 |
| Basic Materials | 3.42 | 4.08 |
| Financial Services | 22.62 | 13.53 |
| Real Estate | 2.45 | 5.09 |
| Healthcare | 5.07 | 1.01 |
| Consumer Cyclical | 7.95 | 6.46 |
| Utilities | 1.93 | 1.63 |
| Communication Services | 3.02 | 0.39 |
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