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SBI Multi Asset Allocation Fund vs HDFC Multi compare
HDFC Multi-Asset Fund - Growth Option
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3893 Cr | ₹7141 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Aug 2005 | 21 Dec 2005 |
| 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 | NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold |
| Turn Over | 26.35% | 252% |
| Expense Ratio | 1.91 | 1.44 |
| Manager | Anil Bamboli | Pradeep Kesavan |
| ISIN Code | INF179K01AP0 | INF200K01800 |
| 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 | SBI Multi Asset Allocation Fund - Regular Plan - 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 | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.23% | 4.74% |
| 6 Month | 5.55% | 5.22% |
| 1 Year | 12.27% | 10.37% |
| 3 Year | 15.6% | 16.86% |
| 5 Year | 19.12% | 15.53% |
SIP Return Analysis
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.32% | 2.26% |
| 1 Year | 7% | 4.26% |
| 3 Year | 13.87% | 14.49% |
| 5 Year | 13.62% | 13.75% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.82% | 8.69% |
| 3 Year | 10.54% | 8.58% |
| 5 Year | 9.94% | 9.29% |
Risk Management
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.591% | 7.531% |
| Sharp | 0.779% | 0.827% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Name | Anil Bamboli | Pradeep Kesavan |
| Total AUM | ₹135442 Cr | ₹434274 Cr |
| Funds Managed | 12 | 43 |
| HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.14 | 66.25 |
| Large Cap | 56.8 | 18.14 |
| Small Cap | 6.54 | 12.18 |
| Mid Cap | 3.53 | 3.43 |
Sector Allocation
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.1 | 66.25 |
| Energy | 6.91 | 2.19 |
| Technology | 6.7 | 6.28 |
| Industrials | 4.82 | 2.53 |
| Consumer Defensive | 5.73 | 2.57 |
| Basic Materials | 2.82 | 1.91 |
| Financial Services | 19.21 | 9.69 |
| Healthcare | 3.95 | 0.9 |
| Consumer Cyclical | 11.88 | 4.98 |
| Real Estate | 1.01 | 0.71 |
| Communication Services | 3.1 | 0.49 |
| Utilities | 1.79 | 1.5 |
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