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Tata Multi Asset Opportunities Fund vs HDFC Multi compare
HDFC Multi-Asset Fund - Growth Option
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Fund | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹4930 Cr | ₹4278 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 Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.9% | 3.74% |
| 6 Month | 7.24% | 10.18% |
| 1 Year | 10% | 10.24% |
| 3 Year | 14.77% | 15.38% |
| 5 Year | 15.86% | 17.44% |
SIP Return Analysis
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.79% | 4.92% |
| 1 Year | 15.77% | 18.83% |
| 3 Year | 14.8% | 15.51% |
| 5 Year | 13.93% | 14.76% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.81% | 15.25% |
| 3 Year | 10.67% | 15.59% |
| 5 Year | 10.01% | 18.09% |
Risk Management
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 5.96% | 7.74% |
| Sharp | 1.28% | 1.03% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Multi-Asset 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 Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 34.13 | 36.65 |
| Large Cap | 55.2 | 43.87 |
| Small Cap | 7.15 | 13.05 |
| Mid Cap | 3.52 | 6.43 |
Sector Allocation
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 31.08 | 34.55 |
| Energy | 6.58 | 4.87 |
| Technology | 5.13 | 4.1 |
| Industrials | 4.81 | 7.63 |
| Consumer Defensive | 4.34 | 1.21 |
| Basic Materials | 3.78 | 3.9 |
| Financial Services | 22.81 | 24.76 |
| Real Estate | 2.46 | 1.85 |
| Healthcare | 5.53 | 4.9 |
| Consumer Cyclical | 8.24 | 5.32 |
| Utilities | 2.1 | 2.36 |
| Communication Services | 3.14 | 4.54 |
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