Axis 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 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 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 High Very High
Asset Size (Cr) ₹5302 Cr ₹1246 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 21 Dec 2005 01 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 1.49 2.1
Manager Pradeep Kesavan R Sivakumar
ISIN Code INF200K01800 INF846K01768
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month -2.78% -3.66%
6 Month 4.35% 6.74%
1 Year 21.02% 21.76%
3 Year 13.34% 6.09%
5 Year 13.86% 12.29%

SIP Return Analysis

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.84% 17.61%
3 Year 18.04% 13.6%
5 Year 15.97% 13.19%

Rolling Lumpsum Returns

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%

Risk Management

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%

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Fund Managers

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

Market Cap

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 62.93 30.73
Large Cap 15.06 47.83
Mid Cap 8.5 11.28
Small Cap 13.51 10.15

Sector Allocation

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 13.75 3.2
Sovereign 8.41 6.32
Technology 2.82 4.39
Materials 1.41 2.43
Financial 22.7 18.63
Services 5.92 3.75
Construction 7.15 4.41
Healthcare 2.6 6.01
Capital Goods 1.5 4.63
Consumer Discretionary 1.63 2.07
Insurance 2.14 2.86
Consumer Staples 3.59 6.68
Metals & Mining 3.08 0.88
Energy 4.03 7.06
Communication 2.76 2.68
Chemicals 0.26 4.28
Unclassified 16.25 13.65
Automobile - 6.06

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