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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) | ₹4715 Cr | ₹4048 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 | 2.32% | 2.1% |
| 6 Month | 11.21% | 12.89% |
| 1 Year | 6.81% | 6.16% |
| 3 Year | 13.84% | 14.1% |
| 5 Year | 15.23% | 16.93% |
SIP Return Analysis
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.6% | 3.72% |
| 1 Year | 13.32% | 13.18% |
| 3 Year | 14.29% | 14.08% |
| 5 Year | 13.56% | 13.92% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.87% | 16.1% |
| 3 Year | 10.66% | 15.69% |
| 5 Year | 9.99% | 18.65% |
Risk Management
| Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 6.20% | 7.86% |
| Sharp | 1.04% | 0.86% |
| 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 | 34.09 | 36.36 |
| Large Cap | 55.24 | 42.96 |
| Small Cap | 7.23 | 13.79 |
| Mid Cap | 3.44 | 6.89 |
Sector Allocation
| Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 31.09 | 34.37 |
| Energy | 7.1 | 4.65 |
| Technology | 5.42 | 3.54 |
| Industrials | 4.77 | 7.48 |
| Consumer Defensive | 5.16 | 0.9 |
| Basic Materials | 3.42 | 5.97 |
| Financial Services | 22.62 | 22.94 |
| Real Estate | 2.45 | 1.69 |
| Healthcare | 5.07 | 5.7 |
| Consumer Cyclical | 7.95 | 5.27 |
| Utilities | 1.93 | 2.8 |
| Communication Services | 3.02 | 4.71 |
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