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) | ₹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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