Aditya Birla Sun Life Multi Asset Allocation Fund vs Edelweiss Multi Asset Allocation Fund compare
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Edelweiss Multi Asset Allocation Fund - Reg (G)
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Fund | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low to Moderate |
Asset Size (Cr) | ₹4074 Cr | ₹1735 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 31 Jan 2023 | 23 Jun 2023 |
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) | CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
Turn Over | 0.0% | % |
Expense Ratio | 1.85 | 0.72 |
Manager | Dhaval Joshi | Dhawal Dalal |
ISIN Code | INF209KB12R6 | INF754K01RO7 |
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 | Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
1 Month | 0.65% | 0.53% |
6 Month | 8.55% | 4.54% |
1 Year | 8.71% | 8.4% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
6 Month | 6.98% | 2% |
1 Year | 14.92% | 8.4% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
1 Year | 22.68% | 8.01% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Name | Dhaval Joshi | Dhawal Dalal |
Total AUM | ₹361932 Cr | ₹25974 Cr |
Funds Managed | 55 | 12 |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Market Cap
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Others | 36.29 | 71.63 |
Large Cap | 43.72 | 23.36 |
Mid Cap | 12.89 | 4.97 |
Small Cap | 7.1 | 0.04 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Others | 29.65 | 71.22 |
Energy | 6.02 | 5.37 |
Technology | 7.22 | 0.98 |
Industrials | 8.12 | 2.87 |
Financial Services | 18.71 | 8.66 |
Consumer Cyclical | 6.49 | 3.04 |
Consumer Defensive | 6.44 | 0.62 |
Basic Materials | 4.1 | 2.66 |
Real Estate | 3.96 | 0 |
Healthcare | 4.54 | 1.09 |
Utilities | 2.18 | 0.04 |
Communication Services | 2.56 | 3.43 |
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