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Aditya Birla Sun Life Multi Asset Allocation Fund vs Edelweiss Multi Asset Allocation Fund compare

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tortoise-icon Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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tortoise-icon Edelweiss Multi Asset Allocation Fund - Reg (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹4447 Cr ₹2143 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 3.91% 0.38%
6 Month 14.57% 3.89%
1 Year 7.6% 7.56%
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 4.22% 1.31%
1 Year 15.47% 7.13%
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 21.28% 8.07%
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 - -

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 40.33 74.67
Large Cap 42.02 20.79
Mid Cap 11.89 4.42
Small Cap 5.76 0.12

Sector Allocation

Scheme Name

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 30.8 74.16
Energy 5.03 3.87
Technology 7.66 1.01
Industrials 7.16 2.39
Financial Services 19.07 8
Consumer Cyclical 5.37 2.96
Consumer Defensive 6.85 0.49
Basic Materials 4.18 2.21
Real Estate 4.09 0.04
Healthcare 4.53 0.78
Utilities 2.07 0.16
Communication Services 3.19 3.92

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