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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) | ₹5149 Cr | ₹11306 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 | 1.2% | 2.22% |
| 6 Month | 6.65% | 10.3% |
| 1 Year | 12.27% | 15.85% |
| 3 Year | 14.4% | 17.51% |
| 5 Year | 14.86% | 15.16% |
SIP Return Analysis
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.37% | 4.78% |
| 1 Year | 14.92% | 20.09% |
| 3 Year | 14.42% | 17.04% |
| 5 Year | 13.73% | 15.74% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.87% | 8.74% |
| 3 Year | 10.7% | 8.85% |
| 5 Year | 10.03% | 9.38% |
Risk Management
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.93% | 6.81% |
| Sharp | 1.27% | 1.58% |
| Beta | - | 0.76% |
| Alpha | - | 5.12% |
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 | 35.19 | 56.37 |
| Large Cap | 54.37 | 21.16 |
| Small Cap | 6.94 | 14.19 |
| Mid Cap | 3.49 | 8.29 |
Sector Allocation
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.15 | 52.11 |
| Energy | 6.83 | 4.29 |
| Technology | 5.42 | 3.97 |
| Industrials | 4.64 | 2.23 |
| Consumer Defensive | 3.42 | 3.74 |
| Basic Materials | 3.67 | 3.89 |
| Financial Services | 22.77 | 15.17 |
| Real Estate | 2.37 | 4.99 |
| Healthcare | 5.38 | 0.88 |
| Consumer Cyclical | 8.03 | 6.37 |
| Utilities | 2.04 | 1.98 |
| Communication Services | 3.27 | 0.37 |
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