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Aditya Birla Sun Life Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Fund | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹10484 Cr | ₹4693 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 21 Dec 2005 | 31 Jan 2023 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold | 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 | 252% | 0.0% |
| Expense Ratio | 1.44 | 1.85 |
| Manager | Pradeep Kesavan | Dhaval Joshi |
| ISIN Code | INF200K01800 | INF209KB12R6 |
| Exits Load | SBI 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 | 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 | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 1 Month | 1.8% | 0.81% |
| 6 Month | 11.19% | 9.62% |
| 1 Year | 11.74% | 11.19% |
| 3 Year | 17.3% | - |
| 5 Year | 15.11% | - |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 6 Month | 5.74% | 2.99% |
| 1 Year | 20.97% | 15.08% |
| 3 Year | 17.14% | - |
| 5 Year | 15.7% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 1 Year | 8.69% | 20.47% |
| 3 Year | 8.76% | - |
| 5 Year | 9.37% | - |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 6.84% | - |
| Sharp | 1.47% | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Dhaval Joshi |
| Total AUM | ₹434274 Cr | ₹361932 Cr |
| Funds Managed | 43 | 55 |
| SBI Multi Asset Allocation Fund - Regular Plan - Growth | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Market Cap
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Others | 60.8 | 40.81 |
| Large Cap | 18.81 | 42.13 |
| Mid Cap | 7.13 | 11.81 |
| Small Cap | 13.26 | 5.26 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Others | 56.24 | 31.46 |
| Energy | 3.67 | 4.86 |
| Technology | 4.06 | 7.06 |
| Consumer Defensive | 3.49 | 6.19 |
| Consumer Cyclical | 6.34 | 6.11 |
| Financial Services | 12.45 | 19.9 |
| Real Estate | 5.07 | 4.15 |
| Industrials | 2.08 | 6.69 |
| Healthcare | 0.9 | 4.25 |
| Basic Materials | 3.85 | 4.32 |
| Utilities | 1.5 | 2.01 |
| Communication Services | 0.36 | 3 |
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