Aditya Birla Sun Life Multi Asset Allocation Fund vs Axis Multi Asset Allocation Fund compare
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3710 Cr | ₹1316 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 31 Jan 2023 | 23 Aug 2010 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
Turn Over | 0.0% | 64.15% |
Expense Ratio | 1.85 | 2.1 |
Manager | Dhaval Joshi | R Sivakumar |
ISIN Code | INF209KB12R6 | INF846K01768 |
Exits Load | Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Multi Asset Allocation Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.67% | 2.2% |
6 Month | 2.15% | 0.24% |
1 Year | 11.84% | 10.51% |
3 Year | - | 9.28% |
5 Year | - | 15.29% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.72% | 2.28% |
1 Year | 6.65% | 2.97% |
3 Year | - | 12.08% |
5 Year | - | 11.04% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 23.69% | 9.35% |
3 Year | - | 8.92% |
5 Year | - | 8.93% |
Risk Management
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 10.251% |
Sharp | - | 0.074% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | R Sivakumar |
Total AUM | ₹361932 Cr | ₹9709 Cr |
Funds Managed | 55 | 10 |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 35.73 | 35.22 |
Large Cap | 42.47 | 47.19 |
Mid Cap | 13.5 | 8.9 |
Small Cap | 8.29 | 8.68 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.66 | 34.44 |
Energy | 5.67 | 3.14 |
Technology | 7.27 | 6.66 |
Industrials | 7.39 | 6.83 |
Financial Services | 17.46 | 20.2 |
Consumer Cyclical | 8.83 | 9.25 |
Consumer Defensive | 5.21 | 4.41 |
Basic Materials | 2.63 | 6.17 |
Healthcare | 5.95 | 5.16 |
Real Estate | 3.14 | 1.45 |
Utilities | 2.33 | 0.7 |
Communication Services | 2.46 | 1.6 |
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