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HDFC Multi vs UTI Multi Asset Allocation Fund compare
HDFC Multi-Asset Fund - Growth Option
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Multi-Asset Fund - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4545 Cr | ₹5902 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Aug 2005 | 17 Dec 2008 |
| 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 | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
| Turn Over | 26.35% | 270% |
| Expense Ratio | 1.91 | 1.75 |
| Manager | Anil Bamboli | Sunil Madhukar Patil |
| ISIN Code | INF179K01AP0 | INF789F01AP6 |
| 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 | UTI Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.24% | -1.12% |
| 6 Month | 7.92% | 6.14% |
| 1 Year | 7.61% | 3.78% |
| 3 Year | 13.54% | 18.15% |
| 5 Year | 15.07% | 15.37% |
SIP Return Analysis
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.39% | 2.91% |
| 1 Year | 8.87% | 4.68% |
| 3 Year | 13.32% | 16.34% |
| 5 Year | 13.09% | 15.65% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.87% | 9.19% |
| 3 Year | 10.66% | 8.99% |
| 5 Year | 9.99% | 8.25% |
Risk Management
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.20% | 8.04% |
| Sharp | 1.15% | 1.52% |
| Beta | - | 0.1% |
| Alpha | - | 11.66% |
Fund Managers
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Anil Bamboli | Sunil Madhukar Patil |
| Total AUM | ₹135442 Cr | ₹6910 Cr |
| Funds Managed | 12 | 4 |
| HDFC Multi-Asset Fund - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.09 | 35.92 |
| Large Cap | 55.24 | 49.13 |
| Small Cap | 7.23 | 1.53 |
| Mid Cap | 3.44 | 13.41 |
Sector Allocation
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.09 | 32.37 |
| Energy | 7.1 | 2.92 |
| Technology | 5.42 | 13.14 |
| Industrials | 4.77 | 2.92 |
| Consumer Defensive | 5.16 | 8.68 |
| Basic Materials | 3.42 | 7.12 |
| Financial Services | 22.62 | 15.23 |
| Real Estate | 2.45 | 1.8 |
| Healthcare | 5.07 | 7.86 |
| Consumer Cyclical | 7.95 | 4.98 |
| Utilities | 1.93 | 0.05 |
| Communication Services | 3.02 | 2.93 |
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