UTI Multi Asset Allocation Fund vs HDFC Multi compare
HDFC Multi-Asset Fund - Growth Option
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
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 | 3% | 2.7% |
6 Month | 2.49% | -0.06% |
1 Year | 10.74% | 8.31% |
3 Year | 13.78% | 18.46% |
5 Year | 17.8% | 17.35% |
SIP Return Analysis
Scheme Name | HDFC Multi-Asset Fund - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.92% | 2.53% |
1 Year | 7.68% | 3.51% |
3 Year | 14.57% | 19.37% |
5 Year | 14.22% | 16.99% |
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% | 0.93% |
Beta | - | 0.93% |
Alpha | - | 6.11% |
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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 | 34.85 |
Large Cap | 56.8 | 51.91 |
Small Cap | 6.54 | 0.1 |
Mid Cap | 3.53 | 13.13 |
Sector Allocation
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.1 | 34.85 |
Energy | 6.91 | 4.11 |
Technology | 6.7 | 11.08 |
Industrials | 4.82 | 5.21 |
Consumer Defensive | 5.73 | 8.36 |
Basic Materials | 2.82 | 4.4 |
Financial Services | 19.21 | 8.79 |
Healthcare | 3.95 | 5.52 |
Consumer Cyclical | 11.88 | 12.26 |
Real Estate | 1.01 | 0.8 |
Communication Services | 3.1 | 4.03 |
Utilities | 1.79 | 0.56 |
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