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) | ₹3710 Cr | ₹1316 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 | 2.34% | 2.4% |
6 Month | 4.07% | 0.77% |
1 Year | 10.13% | 8.43% |
3 Year | - | 13.6% |
5 Year | - | 15.22% |
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 | 7.19% | 5.73% |
1 Year | 13.17% | 8.1% |
3 Year | - | 12.85% |
5 Year | - | 11.21% |
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 | 22.68% | 9.42% |
3 Year | - | 8.9% |
5 Year | - | 9.02% |
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 | - | 10.251% |
Sharp | - | 0.074% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 35.73 | 35.22 |
Large Cap | 42.47 | 47.19 |
Mid Cap | 13.5 | 8.9 |
Small Cap | 8.29 | 8.68 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.66 | 34.44 |
Energy | 5.67 | 3.14 |
Technology | 7.27 | 6.66 |
Industrials | 7.39 | 6.83 |
Financial Services | 17.46 | 20.2 |
Consumer Cyclical | 8.83 | 9.25 |
Consumer Defensive | 5.21 | 4.41 |
Basic Materials | 2.63 | 6.17 |
Healthcare | 5.95 | 5.16 |
Real Estate | 3.14 | 1.45 |
Utilities | 2.33 | 0.7 |
Communication Services | 2.46 | 1.6 |
Top Comparisons
PGIM India Arbitrage Fund - Regular Plan - Growth
3Y Returns6.41%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.78%
SBI Magnum Midcap Fund - Regular Plan - Growth
3Y Returns22.58%
HSBC Midcap Fund - Regular Growth
3Y Returns27.19%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns22.75%
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option
3Y Returns9.25%
Kotak Healthcare Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
3Y Returns23.07%