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Tata Multi Asset Opportunities Fund vs HDFC Multi compare
HDFC Multi-Asset Allocation Fund - Growth Option
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Multi-Asset Allocation Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Fund | HDFC Multi-Asset Allocation Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹5149 Cr | ₹4617 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Aug 2005 | 04 Mar 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,BSE 200 TRI,MCX I-COMDEX Composite Index |
| Turn Over | 26.35% | 16.78% |
| Expense Ratio | 1.91 | 1.87 |
| Manager | Anil Bamboli | Rahul Singh |
| ISIN Code | INF179K01AP0 | INF277K012Z5 |
| 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 | Tata Multi Asset Opportunities 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 Allocation Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.14% | 1.1% |
| 6 Month | 5.87% | 7.56% |
| 1 Year | 11.12% | 10.68% |
| 3 Year | 14.43% | 15.11% |
| 5 Year | 13.45% | 15.24% |
SIP Return Analysis
| Scheme Name | HDFC Multi-Asset Allocation Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.52% | 4.85% |
| 1 Year | 16.17% | 20.95% |
| 3 Year | 14.43% | 15.58% |
| 5 Year | 13.63% | 14.62% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi-Asset Allocation Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.87% | 14.41% |
| 3 Year | 10.7% | 15.49% |
| 5 Year | 10.03% | 17.4% |
Risk Management
| Scheme Name | HDFC Multi-Asset Allocation Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 5.88% | 7.69% |
| Sharp | 1.20% | 1.00% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Multi-Asset Allocation Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Name | Anil Bamboli | Rahul Singh |
| Total AUM | ₹135442 Cr | ₹19760 Cr |
| Funds Managed | 12 | 9 |
| HDFC Multi-Asset Allocation Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
HDFC Multi-Asset Allocation Fund - Growth Option |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 34.33 | 39.56 |
| Large Cap | 55.41 | 41.77 |
| Small Cap | 6.78 | 11.59 |
| Mid Cap | 3.47 | 7.07 |
Sector Allocation
| Scheme Name |
HDFC Multi-Asset Allocation Fund - Growth Option |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 31.29 | 34.93 |
| Energy | 6.92 | 5.12 |
| Technology | 5.66 | 4.05 |
| Industrials | 4.96 | 7.33 |
| Basic Materials | 3.3 | 3.78 |
| Consumer Defensive | 3.31 | 1.85 |
| Financial Services | 23.36 | 26.32 |
| Real Estate | 2.02 | 1.62 |
| Healthcare | 5.54 | 4.6 |
| Consumer Cyclical | 8.35 | 3.9 |
| Utilities | 2.01 | 2.18 |
| Communication Services | 3.28 | 4.33 |
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