Aditya Birla Sun Life Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare

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SBI Multi Asset Allocation Fund - Regular Plan - Growth

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Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹12012 Cr	₹5213 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

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Month	2.24%	3.74%
6 Month	10.17%	11.64%
1 Year	18.65%	19.43%
3 Year	18.55%	-
5 Year	14.38%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
6 Month	6.93%	8.17%
1 Year	25.34%	28.71%
3 Year	18.23%	-
5 Year	16.52%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Year	8.77%	20.47%
3 Year	8.9%	-
5 Year	9.39%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Standard Deviation	6.81%	-
Sharp	1.56%	-
Beta	0.76%	-
Alpha	5.21%	-

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

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Others	59.31	33.64
Large Cap	18.9	47
Mid Cap	8.32	13.66
Small Cap	13.47	4.84

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Others	53.07	29.57
Energy	3.97	-
Technology	3.83	-
Consumer Defensive	3.35	-
Consumer Cyclical	5.9	-
Financial Services	14.22	-
Real Estate	6.48	-
Industrials	2.32	-
Healthcare	1.11	-
Basic Materials	3.74	-
Utilities	1.69	-
Communication Services	0.33	-
Petroleum Products	-	4.41
IT - Software	-	5.3
Retailing	-	1.77
Construction	-	2.44
Finance	-	4.77
Diversified FMCG	-	2.44
Non - Ferrous Metals	-	1.11
Insurance	-	2.49
Banks	-	12.95
Realty	-	3.71
Pharmaceuticals & Biotechnology	-	3.31
Leisure Services	-	0.81
Cement & Cement Products	-	2.31
Auto Components	-	2.21
Ferrous Metals	-	0.35
Capital Markets	-	0.71
Automobiles	-	2.49
Personal Products	-	0.77
Transport Services	-	0.84
Electrical Equipment	-	0.85
Beverages	-	1.81
Oil	-	0.79
Power	-	1.79
Consumer Durables	-	2.11
Telecom - Services	-	3.02
Financial Technology (Fintech)	-	0.64
Healthcare Services	-	0.67
Industrial Manufacturing	-	0.18
Consumable Fuels	-	0.36
Chemicals & Petrochemicals	-	1.01
Transport Infrastructure	-	1.15