Edelweiss Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Edelweiss Multi Asset Allocation Fund - Reg (G)
Chart Comparison
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Fund | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Low to Moderate |
| Asset Size (Cr) | ₹5302 Cr | ₹0 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 Dec 2005 | 23 Jun 2023 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold | Nifty 5yr Benchmark G-Sec Index (50), NIFTY 500 TRI (40), Domestic Price of Gold (5), Domestic Price |
| Turn Over | 252% | % |
| Expense Ratio | 1.49 | 0.71 |
| Manager | Pradeep Kesavan | Dhawal Dalal |
| ISIN Code | INF200K01800 | INF754K01RO7 |
| Exits Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months/365 | Exit load of 0.1%, if redeemed within 30 days./365 |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Month | 0.87% | 0.67% |
| 6 Month | 12.64% | 4.07% |
| 1 Year | 26.82% | 7.76% |
| 3 Year | 15.6% | - |
| 5 Year | 15.04% | - |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.3% | 3.47% |
| 3 Year | 31.24% | 3.75% |
| 5 Year | 50.02% | 3.75% |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Year | 14.44% | 3.81% |
| 3 Year | 37.74% | 3.81% |
| 5 Year | 52.8% | 3.81% |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Standard Deviation | 6.81% | - |
| Sharp | 1.21% | - |
| Beta | 0.63% | - |
| Alpha | 4.59% | - |
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| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Name | Pradeep Kesavan | Dhawal Dalal |
| Total AUM | ₹434274 Cr | ₹25974 Cr |
| Fund Manage | 43 | 12 |
| SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 62.93 | 59.9 |
| Large Cap | 15.06 | 29.81 |
| Mid Cap | 8.5 | 8.93 |
| Small Cap | 13.51 | 1.35 |
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 13.75 | 62.25 |
| Sovereign | 8.41 | 15.39 |
| Technology | 2.82 | -1.3877787807814E-17 |
| Materials | 1.41 | -0.01 |
| Financial | 22.7 | 22.52 |
| Services | 5.92 | 4.4408920985006E-16 |
| Construction | 7.15 | -0.01 |
| Healthcare | 2.6 | 1.3877787807814E-16 |
| Capital Goods | 1.5 | -0.04 |
| Consumer Discretionary | 1.63 | -0.01 |
| Insurance | 2.14 | - |
| Consumer Staples | 3.59 | 0 |
| Metals & Mining | 3.08 | 0 |
| Energy | 4.03 | -0.05 |
| Communication | 2.76 | -0.04 |
| Chemicals | 0.26 | - |
| Unclassified | 16.25 | - |
| Automobile | - | -0.01 |
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