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 | 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% |
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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 | 34.26 |
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 |
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