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HDFC Multi vs Tata Multi Asset Opportunities Fund compare
HDFC Multi-Asset Fund - Growth Option
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Chart Comparison
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) | ₹4715 Cr | ₹4048 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 | 2.52% | 2.43% |
| 6 Month | 11.82% | 13.76% |
| 1 Year | 6.99% | 5.3% |
| 3 Year | 14.62% | 14.56% |
| 5 Year | 15.07% | 16.68% |
SIP Return Analysis
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.6% | 3.72% |
| 1 Year | 13.32% | 13.18% |
| 3 Year | 14.29% | 14.08% |
| 5 Year | 13.56% | 13.92% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.87% | 16.1% |
| 3 Year | 10.66% | 15.69% |
| 5 Year | 9.99% | 18.65% |
Risk Management
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 6.20% | 7.86% |
| Sharp | 1.04% | 0.86% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.08 | 36.41 |
| Large Cap | 55.24 | 43.79 |
| Small Cap | 7.41 | 13.76 |
| Mid Cap | 3.28 | 6.05 |
Sector Allocation
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 31.18 | 34.5 |
| Energy | 6.79 | 4.68 |
| Technology | 6.1 | 4.49 |
| Industrials | 4.95 | 7.51 |
| Consumer Defensive | 5.12 | 0.92 |
| Basic Materials | 3.25 | 4.33 |
| Financial Services | 21.76 | 23.08 |
| Real Estate | 2.39 | 1.99 |
| Healthcare | 4.96 | 5.42 |
| Consumer Cyclical | 8.51 | 5.85 |
| Utilities | 2.07 | 2.67 |
| Communication Services | 2.91 | 4.58 |
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