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) | ₹4447 Cr | ₹1528 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 | 2.96% | 4.38% |
6 Month | 13.66% | 13.2% |
1 Year | 8.56% | 5.6% |
3 Year | - | 11.24% |
5 Year | - | 13.75% |
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 | 4.22% | 5.74% |
1 Year | 15.47% | 15.84% |
3 Year | - | 14.27% |
5 Year | - | 11.68% |
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 | - | 8.40% |
Sharp | - | 0.43% |
Beta | - | - |
Alpha | - | - |
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 | 38.47 | 36.31 |
Large Cap | 42.3 | 45.29 |
Mid Cap | 13.01 | 9.89 |
Small Cap | 6.21 | 8.51 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.34 | 33.39 |
Energy | 5.26 | 3.17 |
Technology | 7.72 | 6.29 |
Industrials | 7.66 | 7.16 |
Financial Services | 19.84 | 21.05 |
Consumer Cyclical | 6.1 | 11.41 |
Consumer Defensive | 6.75 | 3.09 |
Basic Materials | 4.2 | 6.62 |
Real Estate | 3.77 | 0.38 |
Healthcare | 4.81 | 4.62 |
Utilities | 2.09 | 1.16 |
Communication Services | 2.46 | 1.66 |
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