Aditya Birla Sun Life Multi Asset Allocation Fund vs Axis Multi Asset Allocation Fund compare
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4693 Cr | ₹1612 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 31 Jan 2023 | 23 Aug 2010 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
| Turn Over | 0.0% | 64.15% |
| Expense Ratio | 1.85 | 2.1 |
| Manager | Dhaval Joshi | R Sivakumar |
| ISIN Code | INF209KB12R6 | INF846K01768 |
| Exits Load | Aditya Birla Sun Life 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 | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.07% | 1.51% |
| 6 Month | 9.98% | 11.34% |
| 1 Year | 15.49% | 13.85% |
| 3 Year | - | 13.13% |
| 5 Year | - | 13.03% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.78% | 4.55% |
| 1 Year | 18.15% | 18.2% |
| 3 Year | - | 14.64% |
| 5 Year | - | 11.82% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.47% | 9.25% |
| 3 Year | - | 9.04% |
| 5 Year | - | 9.18% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.25% |
| Sharp | - | 0.74% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | R Sivakumar |
| Total AUM | ₹361932 Cr | ₹9709 Cr |
| Funds Managed | 55 | 10 |
| Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 40.81 | 37.73 |
| Large Cap | 42.13 | 43.29 |
| Mid Cap | 11.81 | 11.61 |
| Small Cap | 5.26 | 7.36 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.46 | 32.54 |
| Energy | 4.86 | 1.39 |
| Technology | 7.06 | 5.69 |
| Consumer Cyclical | 6.11 | 15.75 |
| Industrials | 6.69 | 8.98 |
| Financial Services | 19.9 | 17.45 |
| Consumer Defensive | 6.19 | 3.23 |
| Basic Materials | 4.32 | 5.06 |
| Real Estate | 4.15 | 2.16 |
| Healthcare | 4.25 | 4.27 |
| Utilities | 2.01 | 0.61 |
| Communication Services | 3 | 2.87 |
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