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Edelweiss Multi Asset Allocation Fund vs Axis Multi Asset Allocation Fund compare
Edelweiss Multi Asset Allocation Fund - Reg (G)
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1479 Cr | ₹1316 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 | 0.72 | 2.1 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.89% | 4.82% |
| 6 Month | 3.93% | -5.83% |
| 1 Year | 8.26% | 11.18% |
| 3 Year | - | 8.19% |
| 5 Year | - | 16.31% |
SIP Return Analysis
| Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.43% | -1.37% |
| 1 Year | 8.3% | -0.3% |
| 3 Year | - | 10.96% |
| 5 Year | - | 10.67% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.88% | 9.35% |
| 3 Year | - | 8.92% |
| 5 Year | - | 8.93% |
Risk Management
| Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 10.251% |
| Sharp | - | 0.074% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
| Funds Managed | 12 | 10 |
| Edelweiss Multi Asset Allocation Fund - Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 71.58 | 35.22 |
| Large Cap | 21.12 | 47.19 |
| Mid Cap | 6.91 | 8.9 |
| Small Cap | 0.4 | 8.68 |
Sector Allocation
| Scheme Name |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 71.04 | 34.44 |
| Energy | 5.91 | 3.14 |
| Technology | 1.65 | 6.66 |
| Basic Materials | 2.56 | 6.17 |
| Financial Services | 9.73 | 20.2 |
| Consumer Defensive | 0.19 | 4.41 |
| Healthcare | 0.79 | 5.16 |
| Industrials | 2.08 | 6.83 |
| Consumer Cyclical | 2.25 | 9.25 |
| Communication Services | 3.58 | 1.6 |
| Real Estate | 0.18 | 1.45 |
| Utilities | 0.04 | 0.7 |
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