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 Risk | Very High Risk |
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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Multi-Asset Fund - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.11% | -1.16% |
6 Month | -0.29% | -2.22% |
1 Year | 10.18% | 12.1% |
3 Year | 12.3% | 17.22% |
5 Year | 13.92% | 14.35% |
SIP Return Analysis
Scheme Name | HDFC Multi-Asset Fund - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 3.19% | 1.38% |
3 Year | 12.75% | 18.61% |
5 Year | 13.7% | 16.64% |
Rolling Lumpsum Returns
Scheme Name | HDFC Multi-Asset Fund - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.82% | 9.35% |
3 Year | 10.54% | 8.78% |
5 Year | 9.94% | 8.16% |
Risk Management
Scheme Name | HDFC Multi-Asset Fund - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 6.11% | 8.04% |
Sharp | 1.13% | 1.11% |
Beta | 0.69% | 0.9% |
Alpha | 3.06% | 6.69% |
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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 |
Fund Manage | 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 | 51.87 | 32.49 |
Large Cap | 55.9 | 38.2 |
Small Cap | 7.91 | 0 |
Mid Cap | 4.64 | 11.68 |
Sector Allocation
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 51.87 | 32.49 |
Petroleum Products | 3.77 | 2.25 |
IT - Software | 4.97 | 7.84 |
Transport Services | 1.44 | 0.62 |
Construction | 1.51 | -0.01 |
Ferrous Metals | 0.65 | - |
Consumer Durables | 2.39 | 4.46 |
Diversified FMCG | 2.5 | 3.07 |
Non - Ferrous Metals | 0.59 | 0 |
Banks | 19.93 | 3.04 |
Realty | 2.35 | 0.41 |
Pharmaceuticals & Biotechnology | 4.55 | 3.82 |
Automobiles | 8.51 | 4.9 |
Aerospace & Defense | 0.86 | -0.01 |
Cement & Cement Products | 0.01 | 0.77 |
Fertilizers & Agrochemicals | 0.85 | 0.39 |
Capital Markets | 0.21 | 0 |
Power | 1.65 | 0.23 |
Personal Products | 0.56 | 1.57 |
Agricultural Food & other Products | 0.42 | 0.42 |
Insurance | 1.88 | 1.01 |
Oil | 0.5 | 0.38 |
Finance | 0.59 | 0.99 |
Telecom - Services | 2.86 | 2.22 |
Auto Components | 1.19 | 1.14 |
Healthcare Services | 0.41 | 0.43 |
Chemicals & Petrochemicals | 0.25 | 0.44 |
Transport Infrastructure | 0.38 | - |
Beverages | 2.67 | 0.51 |
Electrical Equipment | - | 0.8 |
Gas | - | 0.27 |
Diversified Metals | - | 1.25 |
Food Products | - | 1.22 |
Industrial Products | - | 0.49 |
Leisure Services | - | 0.41 |
Consumable Fuels | - | -0.01 |
Retailing | - | 4.17 |
Textiles & Apparels | - | 0.39 |
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