Aditya Birla Sun Life Multi Asset Allocation Fund vs Nippon India Multi Asset Fund compare
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Fund | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8722 Cr | ₹4974 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 27 Aug 2020 | 31 Jan 2023 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short-Term Bond Index,MSCI World,Domestic Price of Gold,BSE 500 TRI | BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
| Turn Over | 66% | 0.0% |
| Expense Ratio | 1.49 | 1.85 |
| Manager | Ashutosh Bhargava | Dhaval Joshi |
| ISIN Code | INF204KB16V0 | INF209KB12R6 |
| Exits Load | Nippon India Multi Asset Allocation Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 1 Month | 1.42% | 2.29% |
| 6 Month | 11.28% | 10.24% |
| 1 Year | 16.33% | 14.99% |
| 3 Year | 19.31% | - |
| 5 Year | 17.31% | - |
SIP Return Analysis
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 6 Month | 6.03% | 6.04% |
| 1 Year | 25.09% | 23.21% |
| 3 Year | 20.42% | - |
| 5 Year | 18.12% | - |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 1 Year | 14.96% | 20.47% |
| 3 Year | 16.25% | - |
| 5 Year | 18.09% | - |
Risk Management
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 7.68% | - |
| Sharp | 1.61% | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Name | Ashutosh Bhargava | Dhaval Joshi |
| Total AUM | ₹121448 Cr | ₹361932 Cr |
| Funds Managed | 12 | 55 |
| Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Market Cap
| Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Others | 47.36 | 39.67 |
| Large Cap | 35.43 | 42.62 |
| Mid Cap | 11.76 | 12.38 |
| Small Cap | 5.44 | 5.33 |
Sector Allocation
| Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Others | 44.66 | 30 |
| Energy | 2.28 | 5.73 |
| Technology | 5.53 | 7.54 |
| Industrials | 6.32 | 7.47 |
| Basic Materials | 3.69 | 4.17 |
| Consumer Cyclical | 8.04 | 6.53 |
| Consumer Defensive | 3.34 | 5.95 |
| Real Estate | 0.97 | 4.02 |
| Financial Services | 17.43 | 19.56 |
| Utilities | 3.67 | 1.92 |
| Healthcare | 2.6 | 4.02 |
| Communication Services | 1.48 | 3.1 |
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