Nippon India Multi Asset Fund vs HDFC Multi compare
HDFC Multi-Asset Fund - Growth Option
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Multi-Asset Fund - Growth Option | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4715 Cr | ₹6959 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Aug 2005 | 27 Aug 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,MSCI World,Domestic Price of Gold,BSE 500 TRI |
Turn Over | 26.35% | 66% |
Expense Ratio | 1.91 | 1.49 |
Manager | Anil Bamboli | Ashutosh Bhargava |
ISIN Code | INF179K01AP0 | INF204KB16V0 |
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 | Nippon India Multi Asset Allocation 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 | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.32% | 3.56% |
6 Month | 11.21% | 15.59% |
1 Year | 6.81% | 11.62% |
3 Year | 13.84% | 18.57% |
5 Year | 15.23% | 17.98% |
SIP Return Analysis
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.6% | 6.01% |
1 Year | 13.32% | 19.61% |
3 Year | 14.29% | 19.51% |
5 Year | 13.56% | 17.29% |
Rolling Lumpsum Returns
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.87% | 15.7% |
3 Year | 10.66% | 15.95% |
5 Year | 9.99% | - |
Risk Management
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 6.20% | 8.15% |
Sharp | 1.04% | 1.26% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Name | Anil Bamboli | Ashutosh Bhargava |
Total AUM | ₹135442 Cr | ₹121448 Cr |
Funds Managed | 12 | 12 |
HDFC Multi-Asset Fund - Growth Option | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 34.09 | 43.78 |
Large Cap | 55.24 | 36.41 |
Small Cap | 7.23 | 6.79 |
Mid Cap | 3.44 | 13.02 |
Sector Allocation
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.09 | 41.77 |
Energy | 7.1 | 3.7 |
Technology | 5.42 | 4.72 |
Industrials | 4.77 | 7.56 |
Consumer Defensive | 5.16 | 2.93 |
Basic Materials | 3.42 | 3.53 |
Financial Services | 22.62 | 19.26 |
Real Estate | 2.45 | 1.27 |
Healthcare | 5.07 | 3 |
Consumer Cyclical | 7.95 | 6.61 |
Utilities | 1.93 | 4.23 |
Communication Services | 3.02 | 1.44 |
Top Comparisons
Sundaram Liquid Fund (G)
3Y Returns6.94%
Nippon India Liquid Fund -Growth Plan
3Y Returns6.95%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns18.82%
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns11.94%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.47%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.11%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns14.17%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns21.1%