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) | ₹5213 Cr | ₹2432 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 | 2.65% | 0.07% |
| 6 Month | 9.99% | 2.34% |
| 1 Year | 15.35% | 6.89% |
| 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 | 6.1% | 0.98% |
| 1 Year | 24.94% | 5.6% |
| 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 | 41.45 | 72.49 |
| Large Cap | 42.02 | 19.51 |
| Mid Cap | 11.86 | 7.69 |
| Small Cap | 4.67 | 0.3 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 31.79 | 72.02 |
| Energy | 5.56 | 3.4 |
| Technology | 7.01 | 1.15 |
| Consumer Cyclical | 6.46 | 2.57 |
| Industrials | 6.57 | 2.09 |
| Financial Services | 20.52 | 8.98 |
| Consumer Defensive | 5.78 | 0.54 |
| Basic Materials | 3.76 | 2.76 |
| Real Estate | 3.71 | 0.21 |
| Healthcare | 4.03 | 1.43 |
| Utilities | 1.78 | 0.19 |
| Communication Services | 3.02 | 4.66 |
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