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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) | ₹4930 Cr | ₹6106 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 | 0.69% | 1.63% |
| 6 Month | 6.35% | 6.89% |
| 1 Year | 9.61% | 8.25% |
| 3 Year | 14.44% | 19.08% |
| 5 Year | 15% | 15.65% |
SIP Return Analysis
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.06% | 3.49% |
| 1 Year | 14.36% | 14.09% |
| 3 Year | 14% | 16.93% |
| 5 Year | 13.4% | 16.38% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.81% | 9.1% |
| 3 Year | 10.67% | 9.04% |
| 5 Year | 10.01% | 8.28% |
Risk Management
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.93% | 8.04% |
| Sharp | 1.27% | 1.44% |
| Beta | - | 0.11% |
| Alpha | - | 11.15% |
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 | 34.26 | 35.51 |
| Large Cap | 55.2 | 47.8 |
| Small Cap | 7.02 | 2.87 |
| Mid Cap | 3.52 | 13.82 |
Sector Allocation
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.08 | 30.44 |
| Energy | 6.58 | 2.85 |
| Technology | 5.13 | 11.37 |
| Industrials | 4.81 | 5.41 |
| Consumer Defensive | 4.34 | 9.54 |
| Basic Materials | 3.78 | 6.31 |
| Financial Services | 22.81 | 15.73 |
| Real Estate | 2.46 | 3.05 |
| Healthcare | 5.53 | 5.2 |
| Consumer Cyclical | 8.24 | 7.16 |
| Utilities | 2.1 | 0.02 |
| Communication Services | 3.14 | 2.92 |
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