Axis Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Invest Now

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Invest Now

Overview

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6591 Cr	₹1281 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	21 Dec 2005	23 Aug 2010
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	NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI
Turn Over	252%	64.15%
Expense Ratio	1.46	2.07
Manager	Pradeep Kesavan	R Sivakumar
ISIN Code	INF200K01800	INF846K01768
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	Axis Multi Asset Allocation Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	-0.32%	-2.51%
6 Month	-0.42%	-1.35%
1 Year	11.49%	13.8%
3 Year	13.7%	6.15%
5 Year	13.52%	11.44%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	5.83%	6.73%
3 Year	15.63%	11.47%
5 Year	14.62%	11.67%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	8.63%	9.17%
3 Year	8.54%	9.02%
5 Year	9.26%	8.86%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	6.81%	9.95%
Sharp	1.21%	0.43%
Beta	0.63%	1.12%
Alpha	4.59%	-2.29%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Name	Pradeep Kesavan	R Sivakumar
Total AUM	₹434274 Cr	₹9709 Cr
Fund Manage	43	10
	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	60.91	36.35
Large Cap	14.35	40.5
Small Cap	14.53	12.37
Mid Cap	10.21	10.79

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	60.91	36.35
Petroleum Products	0.85	1.13
IT - Software	3.64	4.92
Capital Markets	1.31	1.14
Banks	7.02	10.21
Realty	2.67	2.11
Consumer Durables	2.37	2.07
Pharmaceuticals & Biotechnology	0.76	4.09
Leisure Services	1.39	0.64
Insurance	1.84	2.62
Transport Infrastructure	0.49	-
Ferrous Metals	0.99	0.7
Cement & Cement Products	1.02	1.09
Finance	0.96	3.23
Gas	1.32	-
IT - Services	1.09	-
Entertainment	0.18	-
Oil	1.01	0.14
Food Products	0.61	-
Construction	1.59	2.74
Auto Components	1.39	2.33
Transport Services	1.58	1.27
Retailing	1.46	2.01
Telecom - Services	0.39	1.86
Power	0.86	0.52
Personal Products	1.07	1.19
Fertilizers & Agrochemicals	0.26	2.35
Beverages	0.39	1.87
Textiles & Apparels	0.58	-
Non - Ferrous Metals	-	1.46
Healthcare Services	-	1.86
Automobiles	-	3.5
Aerospace & Defense	-	0.83
Chemicals & Petrochemicals	-	1.3
Diversified FMCG	-	1.11
Electrical Equipment	-	0.98
Industrial Products	-	1.32
Industrial Manufacturing	-	0.36
Household Products	-	0.71