Edelweiss Multi Asset Allocation Fund vs Axis Multi Asset Allocation Fund compare

Edelweiss Multi Asset Allocation Fund - Reg (G)

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Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

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Overview

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Low to Moderate	Very High
Asset Size (Cr)	₹1350 Cr	₹1281 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	23 Jun 2023	23 Aug 2010
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), 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	%	64.15%
Expense Ratio	0.71	2.07
Manager	Dhawal Dalal	R Sivakumar
ISIN Code	INF754K01RO7	INF846K01768
Exits Load	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	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	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	0.71%	4.11%
6 Month	4.04%	6.26%
1 Year	7.98%	19.03%
3 Year	-	7.88%
5 Year	-	12.95%

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	8.18%	19.04%
3 Year	-	14.96%
5 Year	-	13.79%

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	7.79%	9.17%
3 Year	-	9.02%
5 Year	-	8.86%

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	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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Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Name	Dhawal Dalal	R Sivakumar
Total AUM	₹25974 Cr	₹9709 Cr
Fund Manage	12	10
	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	59.9	36.35
Large Cap	29.81	40.5
Mid Cap	8.93	10.79
Small Cap	1.35	12.37

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	62.25	36.35
Energy	-0.05	-
Materials	-0.01	-
Healthcare	1.3877787807814E-16	-
Automobile	-0.01	-
Technology	-1.3877787807814E-17	-
Financial	22.52	-
Metals & Mining	0	-
Consumer Staples	0	-
Communication	-0.04	-
Construction	-0.01	2.74
Services	4.4408920985006E-16	-
Capital Goods	-0.04	-
Consumer Discretionary	-0.01	-
Sovereign	15.39	-
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
Insurance	-	2.62
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