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 High Very High
Asset Size (Cr) ₹5302 Cr ₹3404 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
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), CRISIL Short-Term Bond Index (25), Domestic Price of Silver (5), Domestic Price of Gol
Turn Over 252% 0.0%
Expense Ratio 1.49 1.86
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01800 INF209KB12R6
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months/365 Exit load of 1%, if redeemed within 365 days./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 0.87% 1.11%
6 Month 12.64% 15.08%
1 Year 26.82% 25.83%
3 Year 15.6% -
5 Year 15.04% -

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 Year 12.3% 12.36%
3 Year 31.24% 17.51%
5 Year 50.02% 17.51%

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 14.44% 17.19%
3 Year 37.74% 19.87%
5 Year 52.8% 19.87%

Risk Management

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Standard Deviation 6.81% -
Sharp 1.21% -
Beta 0.63% -
Alpha 4.59% -

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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
Fund Manage 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 62.93 34.84
Large Cap 15.06 43.67
Mid Cap 8.5 10.72
Small Cap 13.51 10.76

Sector Allocation

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Others 13.75 5.16
Sovereign 8.41 0.87
Technology 2.82 4.7
Materials 1.41 1.86
Financial 22.7 26.39
Services 5.92 4.76
Construction 7.15 4.83
Healthcare 2.6 4.47
Capital Goods 1.5 6.34
Consumer Discretionary 1.63 2.53
Insurance 2.14 1.51
Consumer Staples 3.59 4.42
Metals & Mining 3.08 2.36
Energy 4.03 8.06
Communication 2.76 1.7
Chemicals 0.26 1.07
Unclassified 16.25 14.27
Automobile - 4.69

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