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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) | ₹4930 Cr | ₹10484 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 | 2.7% | 3.35% |
| 6 Month | 7.48% | 11.49% |
| 1 Year | 10.15% | 12.01% |
| 3 Year | 15.07% | 17.7% |
| 5 Year | 15.92% | 15.59% |
SIP Return Analysis
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.79% | 5.07% |
| 1 Year | 15.77% | 19.94% |
| 3 Year | 14.8% | 17.09% |
| 5 Year | 13.93% | 15.66% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.81% | 8.69% |
| 3 Year | 10.67% | 8.76% |
| 5 Year | 10.01% | 9.37% |
Risk Management
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.96% | 6.78% |
| Sharp | 1.28% | 1.35% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.13 | 60.8 |
| Large Cap | 55.2 | 18.81 |
| Small Cap | 7.15 | 13.26 |
| Mid Cap | 3.52 | 7.13 |
Sector Allocation
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.08 | 56.24 |
| Energy | 6.58 | 3.67 |
| Technology | 5.13 | 4.06 |
| Industrials | 4.81 | 2.08 |
| Consumer Defensive | 4.34 | 3.49 |
| Basic Materials | 3.78 | 3.85 |
| Financial Services | 22.81 | 12.45 |
| Real Estate | 2.46 | 5.07 |
| Healthcare | 5.53 | 0.9 |
| Consumer Cyclical | 8.24 | 6.34 |
| Utilities | 2.1 | 1.5 |
| Communication Services | 3.14 | 0.36 |
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