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

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tortoise-icon Edelweiss Multi Asset Allocation Fund - Reg (G)

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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 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 1.39% 2.68%
6 Month 4.47% -1.55%
1 Year 8.94% 11.99%
3 Year - 8.86%
5 Year - 15.97%

SIP Return Analysis

Scheme Name Edelweiss Multi Asset Allocation Fund - Reg (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month 2.68% 1.24%
1 Year 9.41% 2.09%
3 Year - 11.62%
5 Year - 10.82%

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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