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 | 3% | 2.35% |
6 Month | 2.49% | 0.47% |
1 Year | 10.74% | 8.35% |
3 Year | 13.78% | 14.37% |
5 Year | 17.8% | 14.84% |
SIP Return Analysis
Scheme Name | HDFC Multi-Asset Fund - Growth Option | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.92% | 3.28% |
1 Year | 7.68% | 5.73% |
3 Year | 14.57% | 15.51% |
5 Year | 14.22% | 14.36% |
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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