Axis Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Invest NowAxis Multi Asset Allocation Fund - Regular Plan - Growth Option
Invest NowChart Comparison
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 |
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% |
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% |
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% |
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Get Free Experts GuidanceScheme 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 | 62.93 | 30.73 |
Large Cap | 15.06 | 47.83 |
Mid Cap | 8.5 | 11.28 |
Small Cap | 13.51 | 10.15 |
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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