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SBI Multi Asset Allocation Fund vs Axis Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7141 Cr | ₹1316 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 Dec 2005 | 23 Aug 2010 |
| 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 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
| Turn Over | 252% | 64.15% |
| Expense Ratio | 1.44 | 2.1 |
| Manager | Pradeep Kesavan | R Sivakumar |
| ISIN Code | INF200K01800 | INF846K01768 |
| 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 | 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 | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.52% | 3.94% |
| 6 Month | -0.79% | -2.76% |
| 1 Year | 8.44% | 10.51% |
| 3 Year | 13.58% | 7.97% |
| 5 Year | 14.57% | 15.11% |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.13% | -1.21% |
| 1 Year | 0.12% | -2.31% |
| 3 Year | 13.47% | 9.86% |
| 5 Year | 13.13% | 9.74% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.69% | 9.35% |
| 3 Year | 8.58% | 8.92% |
| 5 Year | 9.29% | 8.93% |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.531% | 10.251% |
| Sharp | 0.827% | 0.074% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | R Sivakumar |
| Total AUM | ₹434274 Cr | ₹9709 Cr |
| Funds Managed | 43 | 10 |
| SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 66.25 | 35.22 |
| Large Cap | 18.14 | 47.19 |
| Small Cap | 12.18 | 8.68 |
| Mid Cap | 3.43 | 8.9 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 66.25 | 34.44 |
| Energy | 2.19 | 3.14 |
| Technology | 6.28 | 6.66 |
| Consumer Defensive | 2.57 | 4.41 |
| Financial Services | 9.69 | 20.2 |
| Industrials | 2.53 | 6.83 |
| Consumer Cyclical | 4.98 | 9.25 |
| Healthcare | 0.9 | 5.16 |
| Basic Materials | 1.91 | 6.17 |
| Utilities | 1.5 | 0.7 |
| Communication Services | 0.49 | 1.6 |
| Real Estate | 0.71 | 1.45 |
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