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Edelweiss Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare

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tortoise-icon SBI Multi Asset Allocation Fund - Regular Plan - Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Very High Low to Moderate
Asset Size (Cr) ₹7141 Cr ₹1479 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 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 252% %
Expense Ratio 1.44 0.72
Manager Pradeep Kesavan Dhawal Dalal
ISIN Code INF200K01800 INF754K01RO7
Exits Load SBI Multi Asset Allocation Fund - Regular Plan - 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 SBI Multi Asset Allocation Fund - Regular Plan - Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month 3.35% 0.89%
6 Month -3.22% 3.93%
1 Year 10.47% 8.26%
3 Year 13.92% -
5 Year 16.5% -

SIP Return Analysis

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month -0.31% 2.43%
1 Year 1.18% 8.3%
3 Year 14.42% -
5 Year 13.82% -

Rolling Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year 8.69% 7.88%
3 Year 8.58% -
5 Year 9.29% -

Risk Management

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
Standard Deviation 7.531% -
Sharp 0.827% -
Beta - -
Alpha - -

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Fund Managers

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
Funds Managed 43 12
SBI Multi Asset Allocation Fund - Regular Plan - Growth Edelweiss Multi Asset Allocation Fund - Reg (G)

Market Cap

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 66.25 71.58
Large Cap 18.14 21.12
Small Cap 12.18 0.4
Mid Cap 3.43 6.91

Sector Allocation

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 66.25 71.04
Energy 2.19 5.91
Technology 6.28 1.65
Consumer Defensive 2.57 0.19
Financial Services 9.69 9.73
Industrials 2.53 2.08
Consumer Cyclical 4.98 2.25
Healthcare 0.9 0.79
Basic Materials 1.91 2.56
Utilities 1.5 0.04
Communication Services 0.49 3.58
Real Estate 0.71 0.18

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