Nippon India Multi Asset Fund vs Axis Multi Asset Allocation Fund compare

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tortoise-icon Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

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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 Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹3595 Cr ₹1246 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 08 Mar 2020 01 Aug 2010
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 NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI
Turn Over 66% 64.15%
Expense Ratio 1.54 2.1
Manager Ashutosh Bhargava R Sivakumar
ISIN Code INF204KB16V0 INF846K01768
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 2.48% 1.95%
6 Month 15.12% 17.75%
1 Year 34.34% 27.09%
3 Year 16.92% 9.75%
5 Year - 14.67%

SIP Return Analysis

Scheme Name Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.33% 10.49%
3 Year 33.61% 18.29%
5 Year 42.11% 36.83%

Rolling Lumpsum Returns

Scheme Name Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 16% 13.78%
3 Year 41.05% 29.16%
5 Year 45.97% 40.64%

Risk Management

Scheme Name Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation 8.39% 9.95%
Sharp 1.16% 0.43%
Beta 0.93% 1.12%
Alpha 4.35% -2.29%

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Fund Managers

Scheme Name Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Name Ashutosh Bhargava R Sivakumar
Total AUM ₹121448 Cr ₹9709 Cr
Fund Manage 12 10
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 48.13 30.73
Large Cap 36.33 47.83
Small Cap 3.11 10.15
Mid Cap 12.43 11.28

Sector Allocation

Scheme Name

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 6.1 3.2
Sovereign 5.46 6.32
Automobile 5.66 6.06
Energy 5.87 7.06
Technology 3.47 4.39
Construction 2.65 4.41
Financial 37.74 18.63
Metals & Mining 2.56 0.88
Materials 1.8 2.43
Services 2.59 3.75
Healthcare 3.68 6.01
Capital Goods 4.97 4.63
Communication 0.32 2.68
Insurance 0.96 2.86
Consumer Staples 2.92 6.68
Consumer Discretionary 0.75 2.07
Unclassified 12.5 13.65
Chemicals - 4.28

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