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Aditya Birla Sun Life Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare

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tortoise-icon SBI Multi Asset Allocation Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Fund SBI Multi Asset Allocation Fund - Regular Plan - Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7141 Cr ₹3710 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 21 Dec 2005 31 Jan 2023
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)
Turn Over 252% 0.0%
Expense Ratio 1.44 1.85
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01800 INF209KB12R6
Exits Load SBI 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 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

Trailing Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Month 3.52% 5.23%
6 Month -0.79% -0.44%
1 Year 8.44% 12.09%
3 Year 13.58% -
5 Year 14.57% -

SIP Return Analysis

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
6 Month 1.73% 2.76%
1 Year 3.33% 5.73%
3 Year 14.75% -
5 Year 13.95% -

Rolling Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Year 8.69% 23.69%
3 Year 8.58% -
5 Year 9.29% -

Risk Management

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Standard Deviation 7.531% -
Sharp 0.827% -
Beta - -
Alpha - -

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Fund Managers

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Name Pradeep Kesavan Dhaval Joshi
Total AUM ₹434274 Cr ₹361932 Cr
Funds Managed 43 55
SBI Multi Asset Allocation Fund - Regular Plan - Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Market Cap

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Others 66.25 35.73
Large Cap 18.14 42.47
Small Cap 12.18 8.29
Mid Cap 3.43 13.5

Sector Allocation

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Others 66.25 31.66
Energy 2.19 5.67
Technology 6.28 7.27
Consumer Defensive 2.57 5.21
Financial Services 9.69 17.46
Industrials 2.53 7.39
Consumer Cyclical 4.98 8.83
Healthcare 0.9 5.95
Basic Materials 1.91 2.63
Utilities 1.5 2.33
Communication Services 0.49 2.46
Real Estate 0.71 3.14

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