- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | ₹10484 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 | 1.7% | 3.54% |
| 6 Month | 10.28% | 14.24% |
| 1 Year | 8.54% | 10.79% |
| 3 Year | 15.59% | 17.85% |
| 5 Year | 15.12% | 15.46% |
SIP Return Analysis
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.7% | 5.66% |
| 1 Year | 15.33% | 20.47% |
| 3 Year | 14.55% | 17.16% |
| 5 Year | 13.73% | 15.62% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.81% | 8.69% |
| 3 Year | 10.67% | 8.76% |
| 5 Year | 10.01% | 9.37% |
Risk Management
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.96% | 6.78% |
| Sharp | 1.28% | 1.35% |
| 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 | 34.08 | 59.01 |
| Large Cap | 55.24 | 19.48 |
| Small Cap | 7.41 | 13.97 |
| Mid Cap | 3.28 | 7.53 |
Sector Allocation
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.18 | 54.59 |
| Energy | 6.79 | 3.75 |
| Technology | 6.1 | 4.29 |
| Industrials | 4.95 | 2.2 |
| Consumer Defensive | 5.12 | 3.77 |
| Basic Materials | 3.25 | 3.92 |
| Financial Services | 21.76 | 12.75 |
| Real Estate | 2.39 | 5.04 |
| Healthcare | 4.96 | 0.96 |
| Consumer Cyclical | 8.51 | 6.77 |
| Utilities | 2.07 | 1.57 |
| Communication Services | 2.91 | 0.38 |
Top Comparisons
Kotak Bond Fund (G)
3Y Returns7.3%
Kotak Bond Fund - Regular Plan Growth
3Y Returns7.3%
Invesco India Midcap Fund - Growth Option
3Y Returns28.49%
Mirae Asset Midcap Fund - Regular Plan-Growth Option
3Y Returns20.77%
Sundaram Liquid Fund (G)
3Y Returns6.95%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.96%
Kotak Bond Fund (G)
3Y Returns7.3%
Kotak Bond Fund - Regular Plan Growth
3Y Returns7.3%
