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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) ₹4693 Cr ₹2338 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 2.16% 0.48%
6 Month 10.59% 2.78%
1 Year 12.37% 7.44%
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 3.05% 0.82%
1 Year 15.68% 5.65%
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 20.47% 8.03%
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 40.81 71.55
Large Cap 42.13 22.73
Mid Cap 11.81 5.19
Small Cap 5.26 0.54

Sector Allocation

Scheme Name

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 31.46 71.02
Energy 4.86 4.44
Technology 7.06 0.58
Consumer Cyclical 6.11 3.31
Industrials 6.69 2.48
Financial Services 19.9 9.92
Consumer Defensive 6.19 0.48
Basic Materials 4.32 2.34
Real Estate 4.15 0.21
Healthcare 4.25 0.72
Utilities 2.01 0.28
Communication Services 3 4.22

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