Aditya Birla Sun Life Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Chart Comparison
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 | 3.35% | 5.49% |
6 Month | -3.22% | -4.33% |
1 Year | 10.47% | 12.53% |
3 Year | 13.92% | - |
5 Year | 16.5% | - |
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 | -0.44% | 0.18% |
1 Year | 0.6% | 2.43% |
3 Year | 14.17% | - |
5 Year | 13.65% | - |
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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