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HDFC Multi vs Tata Multi Asset Opportunities Fund compare
HDFC Multi-Asset Allocation Fund - Growth Option
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Multi-Asset Allocation Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Fund | HDFC Multi-Asset Allocation Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹5149 Cr | ₹4479 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 Allocation Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.5% | 1.75% |
| 6 Month | 5.36% | 7.32% |
| 1 Year | 10.15% | 10.7% |
| 3 Year | 14.14% | 14.88% |
| 5 Year | 14.19% | 15.5% |
SIP Return Analysis
| Scheme Name | HDFC Multi-Asset Allocation Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.98% | 5.17% |
| 1 Year | 16.43% | 20.71% |
| 3 Year | 14.48% | 15.43% |
| 5 Year | 13.69% | 14.58% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi-Asset Allocation Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.87% | 14.41% |
| 3 Year | 10.7% | 15.49% |
| 5 Year | 10.03% | 17.4% |
Risk Management
| Scheme Name | HDFC Multi-Asset Allocation Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 5.88% | 7.69% |
| Sharp | 1.20% | 1.00% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Multi-Asset Allocation 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 Allocation Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
HDFC Multi-Asset Allocation Fund - Growth Option |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 35.19 | 37.56 |
| Large Cap | 54.37 | 42.84 |
| Small Cap | 6.94 | 12.66 |
| Mid Cap | 3.49 | 6.94 |
Sector Allocation
| Scheme Name |
HDFC Multi-Asset Allocation Fund - Growth Option |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 32.15 | 34.42 |
| Energy | 6.83 | 5.04 |
| Technology | 5.42 | 4.08 |
| Industrials | 4.64 | 7.6 |
| Consumer Defensive | 3.42 | 1.18 |
| Basic Materials | 3.67 | 3.86 |
| Financial Services | 22.77 | 25.83 |
| Real Estate | 2.37 | 2.4 |
| Healthcare | 5.38 | 4.71 |
| Consumer Cyclical | 8.03 | 4.05 |
| Utilities | 2.04 | 2.33 |
| Communication Services | 3.27 | 4.49 |
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