Axis Multi Asset Allocation Fund vs Edelweiss Multi Asset Allocation Fund compare

Link copied to clipboard!

Edelweiss Multi Asset Allocation Fund - Reg (G)

Invest Now

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

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)	₹2143 Cr	₹1528 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

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	0.38%	4.5%
6 Month	3.89%	13.74%
1 Year	7.56%	5.75%
3 Year	-	12.3%
5 Year	-	13.78%

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	1.31%	5.74%
1 Year	7.13%	15.84%
3 Year	-	14.27%
5 Year	-	11.68%

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	8.07%	9.35%
3 Year	-	8.96%
5 Year	-	9.1%

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	8.40%
Sharp	-	0.43%
Beta	-	-
Alpha	-	-

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

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	74.67	36.79
Large Cap	20.79	44.89
Mid Cap	4.42	11.61
Small Cap	0.12	6.72

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	74.16	31.67
Energy	3.87	2.08
Technology	1.01	6.87
Industrials	2.39	8.31
Basic Materials	2.21	4.8
Healthcare	0.78	4.6
Financial Services	8	18.65
Consumer Defensive	0.49	4.01
Consumer Cyclical	2.96	15.19
Utilities	0.16	0.62
Communication Services	3.92	2.09
Real Estate	0.04	1.11