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Edelweiss Multi Asset Allocation Fund vs Nippon India Multi Asset Fund compare
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Edelweiss Multi Asset Allocation Fund - Reg (G)
Chart Comparison
Overview
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Fund | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Edelweiss Multi Asset Allocation Fund - Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low to Moderate |
| Asset Size (Cr) | ₹7759 Cr | ₹2338 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 27 Aug 2020 | 23 Jun 2023 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short-Term Bond Index,MSCI World,Domestic Price of Gold,BSE 500 TRI | 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 | 66% | % |
| Expense Ratio | 1.49 | 0.72 |
| Manager | Ashutosh Bhargava | Dhawal Dalal |
| ISIN Code | INF204KB16V0 | INF754K01RO7 |
| Exits Load | Nippon India Multi Asset Allocation Fund - 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 | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Month | 3.61% | 0.61% |
| 6 Month | 13.46% | 2.84% |
| 1 Year | 15.13% | 7.5% |
| 3 Year | 20.68% | - |
| 5 Year | 18.77% | - |
SIP Return Analysis
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 6 Month | 6.79% | 1.42% |
| 1 Year | 25.34% | 7.05% |
| 3 Year | 20.98% | - |
| 5 Year | 18.3% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Year | 15.31% | 8.03% |
| 3 Year | 16.11% | - |
| 5 Year | 17.91% | - |
Risk Management
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Standard Deviation | 7.75% | - |
| Sharp | 1.63% | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Name | Ashutosh Bhargava | Dhawal Dalal |
| Total AUM | ₹121448 Cr | ₹25974 Cr |
| Funds Managed | 12 | 12 |
| Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Market Cap
| Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 47.16 | 71.55 |
| Large Cap | 34.99 | 22.73 |
| Mid Cap | 12.47 | 5.19 |
| Small Cap | 5.38 | 0.54 |
Sector Allocation
| Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 44.68 | 71.02 |
| Energy | 2.36 | 4.44 |
| Technology | 5.52 | 0.58 |
| Industrials | 5.99 | 2.48 |
| Basic Materials | 4 | 2.34 |
| Consumer Cyclical | 7.74 | 3.31 |
| Consumer Defensive | 3.34 | 0.48 |
| Real Estate | 1.01 | 0.21 |
| Financial Services | 17.36 | 9.92 |
| Utilities | 4.03 | 0.28 |
| Healthcare | 2.76 | 0.72 |
| Communication Services | 1.21 | 4.22 |
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