SBI Multi Asset Allocation Fund vs Nippon India Multi Asset Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7141 Cr | ₹5002 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Dec 2005 | 27 Aug 2020 |
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,MSCI World,Domestic Price of Gold,BSE 500 TRI |
Turn Over | 252% | 66% |
Expense Ratio | 1.44 | 1.49 |
Manager | Pradeep Kesavan | Ashutosh Bhargava |
ISIN Code | INF200K01800 | INF204KB16V0 |
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 | 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 |
Trailing Lumpsum Returns
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.78% | 2.63% |
6 Month | -0.2% | -0.1% |
1 Year | 9.32% | 12.92% |
3 Year | 13.89% | 15.58% |
5 Year | 14.96% | - |
SIP Return Analysis
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.73% | 1.4% |
1 Year | 3.33% | 3.21% |
3 Year | 14.75% | 16.92% |
5 Year | 13.95% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.69% | 17.1% |
3 Year | 8.58% | 15.85% |
5 Year | 9.29% | - |
Risk Management
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 7.531% | 8.571% |
Sharp | 0.827% | 0.953% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Ashutosh Bhargava |
Total AUM | ₹434274 Cr | ₹121448 Cr |
Funds Managed | 43 | 12 |
SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 66.25 | 45.34 |
Large Cap | 18.14 | 40.64 |
Small Cap | 12.18 | 3.7 |
Mid Cap | 3.43 | 10.32 |
Sector Allocation
Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 66.25 | 44.52 |
Energy | 2.19 | 3.79 |
Technology | 6.28 | 6.06 |
Consumer Defensive | 2.57 | 2.97 |
Financial Services | 9.69 | 17.34 |
Industrials | 2.53 | 5.32 |
Consumer Cyclical | 4.98 | 6.73 |
Healthcare | 0.9 | 4.58 |
Basic Materials | 1.91 | 2.48 |
Utilities | 1.5 | 3.43 |
Communication Services | 0.49 | 2.15 |
Real Estate | 0.71 | 0.63 |
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