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

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tortoise-icon Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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tortoise-icon Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

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Chart Comparison

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

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) ₹5213 Cr ₹1786 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 2.65% 1.02%
6 Month 9.99% 9.96%
1 Year 15.35% 12.15%
3 Year - 13.78%
5 Year - 11.65%

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 6.1% 5.59%
1 Year 24.94% 23.27%
3 Year - 16.14%
5 Year - 12.72%

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 20.47% 9.32%
3 Year - 9.07%
5 Year - 9.22%

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 - 9.95%
Sharp - 0.86%
Beta - 0.96%
Alpha - 0.24%

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 41.45 36.33
Large Cap 42.02 40.43
Mid Cap 11.86 13.51
Small Cap 4.67 9.73

Sector Allocation

Scheme Name

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 31.79 27.73
Energy 5.56 1.35
Technology 7.01 6.06
Consumer Cyclical 6.46 15.3
Industrials 6.57 10.49
Financial Services 20.52 17.27
Consumer Defensive 5.78 3.98
Basic Materials 3.76 5.8
Real Estate 3.71 1.81
Healthcare 4.03 6.77
Utilities 1.78 0.08
Communication Services 3.02 3.34

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