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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) | ₹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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