Edelweiss Multi Asset Allocation Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Edelweiss Multi Asset Allocation Fund - Reg (G)
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Fund | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low to Moderate |
Asset Size (Cr) | ₹3710 Cr | ₹1479 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 31 Jan 2023 | 23 Jun 2023 |
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) | CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
Turn Over | 0.0% | % |
Expense Ratio | 1.85 | 0.72 |
Manager | Dhaval Joshi | Dhawal Dalal |
ISIN Code | INF209KB12R6 | INF754K01RO7 |
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 | Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
1 Month | 5.49% | 0.9% |
6 Month | -4.33% | 3.8% |
1 Year | 12.53% | 8.26% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
6 Month | 0.09% | 2.43% |
1 Year | 2.54% | 8.3% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
1 Year | 23.69% | 7.88% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Name | Dhaval Joshi | Dhawal Dalal |
Total AUM | ₹361932 Cr | ₹25974 Cr |
Funds Managed | 55 | 12 |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Market Cap
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Others | 35.73 | 71.58 |
Large Cap | 42.47 | 21.12 |
Mid Cap | 13.5 | 6.91 |
Small Cap | 8.29 | 0.4 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Others | 31.66 | 71.04 |
Energy | 5.67 | 5.91 |
Technology | 7.27 | 1.65 |
Industrials | 7.39 | 2.08 |
Financial Services | 17.46 | 9.73 |
Consumer Cyclical | 8.83 | 2.25 |
Consumer Defensive | 5.21 | 0.19 |
Basic Materials | 2.63 | 2.56 |
Healthcare | 5.95 | 0.79 |
Real Estate | 3.14 | 0.18 |
Utilities | 2.33 | 0.04 |
Communication Services | 2.46 | 3.58 |
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