Axis Multi Asset Allocation Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4277 Cr | ₹1484 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 31 Jan 2023 | 23 Aug 2010 |
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) | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
Turn Over | 0.0% | 64.15% |
Expense Ratio | 1.85 | 2.1 |
Manager | Dhaval Joshi | R Sivakumar |
ISIN Code | INF209KB12R6 | INF846K01768 |
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 | Axis Multi Asset Allocation Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.73% | -0.39% |
6 Month | 8.36% | 6.54% |
1 Year | 7.16% | 3.67% |
3 Year | - | 11.09% |
5 Year | - | 13.58% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.22% | 4.6% |
1 Year | 12.51% | 8.84% |
3 Year | - | 13.11% |
5 Year | - | 11.3% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 21.28% | 9.35% |
3 Year | - | 8.96% |
5 Year | - | 9.1% |
Risk Management
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 9.43% |
Sharp | - | 0.77% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | R Sivakumar |
Total AUM | ₹361932 Cr | ₹9709 Cr |
Funds Managed | 55 | 10 |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 37.94 | 35.9 |
Large Cap | 42.49 | 47.4 |
Mid Cap | 13 | 8.73 |
Small Cap | 6.57 | 7.97 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.22 | 33.5 |
Energy | 5.99 | 2.99 |
Technology | 7.59 | 5.88 |
Industrials | 7.82 | 7.89 |
Financial Services | 18.71 | 21.77 |
Consumer Cyclical | 6.35 | 11.46 |
Consumer Defensive | 6.05 | 3 |
Basic Materials | 4.23 | 5.84 |
Real Estate | 3.87 | 0.38 |
Healthcare | 4.43 | 4.34 |
Utilities | 2.1 | 1.19 |
Communication Services | 2.64 | 1.76 |
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