Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Multi Asset Allocation Fund vs HDFC Multi compare

Link copied to clipboard!

tortoise-icon HDFC Multi-Asset Fund - Growth Option

Invest Now

tortoise-icon UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Multi-Asset Fund - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund HDFC Multi-Asset Fund - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3893 Cr ₹5079 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 17 Aug 2005 17 Dec 2008
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 BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00)
Turn Over 26.35% 270%
Expense Ratio 1.91 1.77
Manager Anil Bamboli Sunil Madhukar Patil
ISIN Code INF179K01AP0 INF789F01AP6
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 UTI Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Multi-Asset Fund - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 1.68% 1.78%
6 Month 6.19% 3.93%
1 Year 11.44% 8.58%
3 Year 15.23% 20.42%
5 Year 19.29% 19.01%

SIP Return Analysis

Scheme Name HDFC Multi-Asset Fund - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month 5.15% 4.16%
1 Year 10.45% 6.69%
3 Year 15.05% 19.63%
5 Year 14.28% 17.13%

Rolling Lumpsum Returns

Scheme Name HDFC Multi-Asset Fund - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 8.82% 9.35%
3 Year 10.54% 8.78%
5 Year 9.94% 8.16%

Risk Management

Scheme Name HDFC Multi-Asset Fund - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation 6.591% 8.04%
Sharp 0.779% 1.23%
Beta - 0.89%
Alpha - 5.95%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Multi-Asset Fund - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Name Anil Bamboli Sunil Madhukar Patil
Total AUM ₹135442 Cr ₹6910 Cr
Funds Managed 12 4
HDFC Multi-Asset Fund - Growth Option UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Multi-Asset Fund - Growth Option

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 33.14 34.26
Large Cap 56.8 48.18
Small Cap 6.54 0
Mid Cap 3.53 13.48

Sector Allocation

Scheme Name

HDFC Multi-Asset Fund - Growth Option

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 32.1 34.26
Energy 6.91 -
Technology 6.7 -
Industrials 4.82 -
Consumer Defensive 5.73 -
Basic Materials 2.82 -
Financial Services 19.21 -
Healthcare 3.95 -
Consumer Cyclical 11.88 -
Real Estate 1.01 -
Communication Services 3.1 -
Utilities 1.79 -
Petroleum Products - 3.23
IT - Software - 9.48
Pharmaceuticals & Biotechnology - 4.73
Personal Products - 1.57
Construction - 0
Finance - 1.41
Consumer Durables - 5.05
Banks - 4.72
Diversified FMCG - 3.86
Electrical Equipment - 0.71
Leisure Services - 1.33
Healthcare Services - 0.63
Aerospace & Defense - -0.01
Automobiles - 4.09
Insurance - 1.2
Capital Markets - 0
Gas - 0.31
Fertilizers & Agrochemicals - 0.49
Agricultural Food & other Products - 0.53
Diversified Metals - 1.5
Food Products - 1.61
Realty - 0.36
Oil - 0.38
Industrial Products - 0.66
Auto Components - 1.21
Chemicals & Petrochemicals - 0.62
Telecom - Services - 3.14
Financial Technology (Fintech) - 0.78
Cement & Cement Products - 1.05
Consumable Fuels - 0
Transport Services - 0.98
Retailing - 4.5
Textiles & Apparels - 0.48
Power - 0.36
Beverages - 0.7

Top Comparisons

DSP Arbitrage Fund - Regular - Growth DSP Arbitrage Fund - Regular - Growth

3Y Returns6.68%

VS

Parag Parikh Arbitrage Fund Regular - Growth Parag Parikh Arbitrage Fund Regular - Growth

3Y Returns0%

Compare Now

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns11.78%

VS

Kotak Balanced Advantage Fund -Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option

3Y Returns13.45%

Compare Now

Tata Arbitrage Fund-Regular Plan-Growth Tata Arbitrage Fund-Regular Plan-Growth

3Y Returns6.7%

VS

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns6.61%

Compare Now

Templeton India Equity Income Fund-Growth Plan Templeton India Equity Income Fund-Growth Plan

3Y Returns18.93%

VS

Tata Dividend Yield Fund-Regular Plan-Growth Tata Dividend Yield Fund-Regular Plan-Growth

3Y Returns18.71%

Compare Now
Add to Cart Successfully