HDFC Multi vs UTI Multi Asset Allocation Fund compare

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HDFC Multi-Asset Fund - Growth Option

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UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹3893 Cr	₹5079 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	1.77
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

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	1.57%	1.58%
6 Month	4.07%	1.08%
1 Year	9.65%	7.42%
3 Year	15.92%	21.6%
5 Year	17.86%	17.72%

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	5.63%	5.09%
1 Year	11.04%	7.22%
3 Year	14.75%	18.91%
5 Year	14.02%	16.87%

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	8.87%	9.3%
3 Year	10.61%	8.9%
5 Year	9.97%	8.2%

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	6.591%	8.04%
Sharp	0.779%	1.45%
Beta	-	0.87%
Alpha	-	6.45%

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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

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	33.14	34.4
Large Cap	56.8	44.7
Small Cap	6.54	1.74
Mid Cap	3.53	15.46

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	32.1	34.4
Energy	6.91	-
Technology	6.7	-
Industrials	4.82	-
Consumer Defensive	5.73	-
Basic Materials	2.82	-
Financial Services	19.21	-
Healthcare	3.95	-
Consumer Cyclical	11.88	-
Real Estate	1.01	-
Communication Services	3.1	-
Utilities	1.79	-
Petroleum Products	-	1.32
IT - Software	-	10.77
Pharmaceuticals & Biotechnology	-	4.46
Personal Products	-	1.07
Construction	-	0
Finance	-	4.35
Consumer Durables	-	4.42
Capital Markets	-	2.94
Banks	-	6.72
Diversified FMCG	-	3.59
Chemicals & Petrochemicals	-	1.21
Leisure Services	-	1.32
Healthcare Services	-	0.46
Automobiles	-	2.38
Aerospace & Defense	-	-0.01
Cement & Cement Products	-	1.74
Fertilizers & Agrochemicals	-	1.18
Insurance	-	1.09
Gas	-	0.14
Agricultural Food & other Products	-	0.7
Diversified Metals	-	0.79
Food Products	-	3.53
Non - Ferrous Metals	-	0.22
Realty	-	0
Ferrous Metals	-	0.28
Industrial Products	-	0.56
Auto Components	-	0.31
Telecom - Services	-	2.89
Consumable Fuels	-	1.11
Transport Services	-	1.17
Retailing	-	0
Textiles & Apparels	-	0.72
Power	-	0.06
Beverages	-	0
Financial Technology (Fintech)	-	0.41