UTI Multi Asset Allocation Fund vs HDFC Multi compare

UTI Multi Asset Allocation Fund vs HDFC Multi compare

Link copied to clipboard!

HDFC Multi-Asset Fund - Growth Option

Invest Now

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)	₹4635 Cr	₹5902 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	1.75
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	0.09%	0.1%
6 Month	10.08%	9.95%
1 Year	5.5%	1.3%
3 Year	13.96%	18.23%
5 Year	14.61%	15.07%

SIP Return Analysis

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	1.93%	1.36%
1 Year	9.09%	5.48%
3 Year	13.33%	16.29%
5 Year	13.19%	15.78%

Rolling Lumpsum Returns

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	8.87%	9.19%
3 Year	10.66%	8.99%
5 Year	9.99%	8.25%

Risk Management

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	6.20%	8.04%
Sharp	1.15%	1.52%
Beta	-	0.1%
Alpha	-	11.66%

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	34.09	35.92
Large Cap	55.24	49.13
Small Cap	7.23	1.53
Mid Cap	3.44	13.41

Sector Allocation

Scheme Name	HDFC Multi-Asset Fund - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	31.09	32.37
Energy	7.1	2.92
Technology	5.42	13.14
Industrials	4.77	2.92
Consumer Defensive	5.16	8.68
Basic Materials	3.42	7.12
Financial Services	22.62	15.23
Real Estate	2.45	1.8
Healthcare	5.07	7.86
Consumer Cyclical	7.95	4.98
Utilities	1.93	0.05
Communication Services	3.02	2.93

Top Comparisons

ICICI Prudential Smallcap Fund - Growth

3Y Returns18.03%

VS

Motilal Oswal Small Cap Fund - Regular (G)

3Y Returns0%

Compare Now

DSP Arbitrage Fund - Regular - Growth

3Y Returns6.9%

VS

HSBC Arbitrage Fund - Regular Growth

3Y Returns6.79%

Compare Now

Kotak Consumption Fund - Regular (G)

3Y Returns0%

VS

Tata India Consumer Fund-Regular Plan-Growth

3Y Returns17.75%

Compare Now

SBI Savings Fund - Regular Plan - Growth

3Y Returns7.05%

VS

PGIM India Money Market Fund - Regular Plan - Growth Option

3Y Returns7.13%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully