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

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

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tortoise-icon Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

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Chart Comparison

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

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) ₹3664 Cr ₹1281 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 2.07
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 2.13% 2.02%
6 Month 3.06% 4.12%
1 Year 16.51% 16.64%
3 Year - 7.54%
5 Year - 12.3%

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 - -
1 Year 14.67% 12.5%
3 Year - 13.14%
5 Year - 12.83%

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 24.68% 9.17%
3 Year - 9.02%
5 Year - 8.86%

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 - 9.95%
Sharp - 0.43%
Beta - 1.12%
Alpha - -2.29%

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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
Fund Manage 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 34.84 36.35
Large Cap 43.67 40.5
Mid Cap 10.72 10.79
Small Cap 10.76 12.37

Sector Allocation

Scheme Name

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 5.16 36.35
Consumer Staples 4.42 -
Metals & Mining 2.36 -
Automobile 4.69 -
Consumer Discretionary 2.53 -
Financial 26.39 -
Energy 8.06 -
Sovereign 0.87 -
Technology 4.7 -
Materials 1.86 -
Construction 4.83 2.74
Healthcare 4.47 -
Services 4.76 -
Capital Goods 6.34 -
Communication 1.7 -
Chemicals 1.07 -
Insurance 1.51 2.62
Unclassified 14.27 -
Petroleum Products - 1.13
IT - Software - 4.92
Personal Products - 1.19
Ferrous Metals - 0.7
Finance - 3.23
Non - Ferrous Metals - 1.46
Banks - 10.21
Realty - 2.11
Healthcare Services - 1.86
Pharmaceuticals & Biotechnology - 4.09
Automobiles - 3.5
Aerospace & Defense - 0.83
Auto Components - 2.33
Chemicals & Petrochemicals - 1.3
Capital Markets - 1.14
Diversified FMCG - 1.11
Electrical Equipment - 0.98
Beverages - 1.87
Power - 0.52
Fertilizers & Agrochemicals - 2.35
Oil - 0.14
Industrial Products - 1.32
Consumer Durables - 2.07
Telecom - Services - 1.86
Leisure Services - 0.64
Cement & Cement Products - 1.09
Industrial Manufacturing - 0.36
Transport Services - 1.27
Retailing - 2.01
Household Products - 0.71

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