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Axis Multi Asset Allocation Fund vs Edelweiss Multi Asset Allocation Fund compare
Edelweiss Multi Asset Allocation Fund - Reg (G)
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Edelweiss Multi Asset Allocation Fund - Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Very High |
| Asset Size (Cr) | ₹2432 Cr | ₹1786 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 23 Jun 2023 | 23 Aug 2010 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), 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 | % | 64.15% |
| Expense Ratio | 0.72 | 2.1 |
| Manager | Dhawal Dalal | R Sivakumar |
| ISIN Code | INF754K01RO7 | INF846K01768 |
| Exits Load | Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 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 | Edelweiss Multi Asset Allocation Fund - Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.32% | 2.28% |
| 6 Month | 2.65% | 10.82% |
| 1 Year | 7.27% | 15.69% |
| 3 Year | - | 14.9% |
| 5 Year | - | 12.04% |
SIP Return Analysis
| Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.32% | 7.1% |
| 1 Year | 6.09% | 25.62% |
| 3 Year | - | 16.96% |
| 5 Year | - | 13.35% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.03% | 9.32% |
| 3 Year | - | 9.07% |
| 5 Year | - | 9.22% |
Risk Management
| Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | 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 | Edelweiss Multi Asset Allocation Fund - Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhawal Dalal | R Sivakumar |
| Total AUM | ₹25974 Cr | ₹9709 Cr |
| Funds Managed | 12 | 10 |
| Edelweiss Multi Asset Allocation Fund - Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 72.49 | 36.33 |
| Large Cap | 19.51 | 40.43 |
| Mid Cap | 7.69 | 13.51 |
| Small Cap | 0.3 | 9.73 |
Sector Allocation
| Scheme Name |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 72.02 | 27.73 |
| Consumer Cyclical | 2.57 | 15.3 |
| Energy | 3.4 | 1.35 |
| Technology | 1.15 | 6.06 |
| Healthcare | 1.43 | 6.77 |
| Consumer Defensive | 0.54 | 3.98 |
| Industrials | 2.09 | 10.49 |
| Basic Materials | 2.76 | 5.8 |
| Financial Services | 8.98 | 17.27 |
| Real Estate | 0.21 | 1.81 |
| Utilities | 0.19 | 0.08 |
| Communication Services | 4.66 | 3.34 |
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