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) | ₹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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