SBI Multi Asset Allocation Fund Direct Growth
HDFC Multi Asset Fund Direct Growth
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SBI Multi Asset Allocation Fund Direct Growth
HDFC Multi Asset Fund Direct Growth
| Risk | High | Moderately High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 1.16% | 1.52% | - |
| NAV | ₹35.4 (21-Jan-2021) | ₹43.3 (21-Jan-2021) | - |
| Fund Started | 15-Mar-2013 | 01-Jan-2013 | - |
| Fund Size | ₹290Cr | ₹472Cr | - |
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio - 1.57%
Holding Analysis
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keyboard_arrow_upMr. Mehta is a B.Com (H), MSc (Finance) and CFA.
Mr. Bamboli is a CFA from Association for Investment Management and Research, U.S.A, Masters in Management Studies (Finance) and a Graduate in Cost and Works Accountant from ICWAI.
Prior to joining SBI AMC he has worked with HSBC AMC, ASK Raymond James & Associates Pvt. Ltd. and Prabhudas Lilladher Pvt. Ltd.
Prior to joining HDFC AMC he has worked with SBI Fund Management for 11 years.
SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.
HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.
