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) | ₹4545 Cr | ₹3956 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 | -0.24% | 0.17% |
6 Month | 7.87% | 8.6% |
1 Year | 6.91% | 4.96% |
3 Year | 14.36% | 15.17% |
5 Year | 15.51% | 17.22% |
SIP Return Analysis
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
---|---|---|
6 Month | 3.74% | 5.25% |
1 Year | 10.05% | 10.91% |
3 Year | 14.29% | 14.58% |
5 Year | 13.76% | 14.51% |
Rolling Lumpsum Returns
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
---|---|---|
1 Year | 8.87% | 16.88% |
3 Year | 10.61% | 15.63% |
5 Year | 9.97% | 18.97% |
Risk Management
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 6.42% | 8.17% |
Sharp | 1.36% | 1.19% |
Beta | - | - |
Alpha | - | - |
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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 | 33.72 | 36.35 |
Large Cap | 55.92 | 43.56 |
Small Cap | 6.81 | 13.5 |
Mid Cap | 3.55 | 6.6 |
Sector Allocation
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
---|---|---|
Others | 30.66 | 34.42 |
Energy | 7.74 | 5.04 |
Technology | 7.72 | 3.68 |
Industrials | 5.15 | 7.63 |
Consumer Defensive | 5.51 | 0.87 |
Basic Materials | 3.33 | 5.74 |
Financial Services | 19.48 | 22.81 |
Real Estate | 2.47 | 1.87 |
Healthcare | 4.28 | 5.51 |
Consumer Cyclical | 8.36 | 5.19 |
Utilities | 2.01 | 3.18 |
Communication Services | 3.28 | 4.05 |
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