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HDFC Multi vs Tata Multi Asset Opportunities Fund compare

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tortoise-icon HDFC Multi-Asset Fund - Growth Option

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tortoise-icon Tata Multi Asset Allocation Fund-Regular Plan-Growth

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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 Tata Multi Asset Allocation Fund-Regular Plan-Growth
Fund HDFC Multi-Asset Fund - Growth Option Tata Multi Asset Allocation Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹4375 Cr ₹3795 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 17 Aug 2005 04 Mar 2020
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 CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index
Turn Over 26.35% 16.78%
Expense Ratio 1.91 1.87
Manager Anil Bamboli Rahul Singh
ISIN Code INF179K01AP0 INF277K012Z5
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 Tata Multi Asset Opportunities Fund - 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 Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Month 1.7% 2.25%
6 Month 6.94% 5.5%
1 Year 9.54% 6.44%
3 Year 16.11% 17.12%
5 Year 17.27% 18.17%

SIP Return Analysis

Scheme Name HDFC Multi-Asset Fund - Growth Option Tata Multi Asset Allocation Fund-Regular Plan-Growth
6 Month 6.09% 7.32%
1 Year 12.53% 12.15%
3 Year 15.39% 15.38%
5 Year 14.4% 15.02%

Rolling Lumpsum Returns

Scheme Name HDFC Multi-Asset Fund - Growth Option Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Year 8.87% 16.88%
3 Year 10.61% 15.63%
5 Year 9.97% 18.97%

Risk Management

Scheme Name HDFC Multi-Asset Fund - Growth Option Tata Multi Asset Allocation Fund-Regular Plan-Growth
Standard Deviation 6.68% 8.54%
Sharp 1.13% 0.94%
Beta - -
Alpha - -

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Fund Managers

Scheme Name HDFC Multi-Asset Fund - Growth Option Tata Multi Asset Allocation Fund-Regular Plan-Growth
Name Anil Bamboli Rahul Singh
Total AUM ₹135442 Cr ₹19760 Cr
Funds Managed 12 9
HDFC Multi-Asset Fund - Growth Option Tata Multi Asset Allocation Fund-Regular Plan-Growth

Market Cap

Scheme Name

HDFC Multi-Asset Fund - Growth Option

Tata Multi Asset Allocation Fund-Regular Plan-Growth

Others 33.14 33.43
Large Cap 56.8 46.74
Small Cap 6.54 11.93
Mid Cap 3.53 7.9

Sector Allocation

Scheme Name

HDFC Multi-Asset Fund - Growth Option

Tata Multi Asset Allocation Fund-Regular Plan-Growth

Others 32.1 32.93
Energy 6.91 4.78
Technology 6.7 4.28
Industrials 4.82 9.08
Consumer Defensive 5.73 1.06
Basic Materials 2.82 5.53
Financial Services 19.21 20.08
Healthcare 3.95 6.07
Consumer Cyclical 11.88 5.87
Real Estate 1.01 2.37
Communication Services 3.1 4.57
Utilities 1.79 3.4

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