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) | ₹5213 Cr | ₹1786 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 | 2.63% | 1.35% |
| 6 Month | 10.2% | 10.48% |
| 1 Year | 14.86% | 11.4% |
| 3 Year | - | 13.61% |
| 5 Year | - | 12.11% |
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 | 6.1% | 5.59% |
| 1 Year | 24.94% | 23.27% |
| 3 Year | - | 16.14% |
| 5 Year | - | 12.72% |
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% | 9.28% |
| 3 Year | - | 9.06% |
| 5 Year | - | 9.21% |
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 | - | 0.75% |
| Beta | - | 0.96% |
| Alpha | - | 0.24% |
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 | 39.67 | 34.09 |
| Large Cap | 42.62 | 44.49 |
| Mid Cap | 12.38 | 13.11 |
| Small Cap | 5.33 | 8.31 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30 | 28.39 |
| Energy | 5.73 | 1.27 |
| Technology | 7.54 | 5.72 |
| Consumer Cyclical | 6.53 | 16.49 |
| Industrials | 7.47 | 9.92 |
| Financial Services | 19.56 | 16.32 |
| Consumer Defensive | 5.95 | 3.91 |
| Basic Materials | 4.17 | 5.75 |
| Real Estate | 4.02 | 1.97 |
| Healthcare | 4.02 | 6.2 |
| Utilities | 1.92 | 0.68 |
| Communication Services | 3.1 | 3.37 |
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