Axis Multi Asset Allocation Fund vs Mirae Asset Multi Asset Allocation Fund compare
Mirae Asset Multi Asset Allocation Fund-Reg (G)
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mirae Asset Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2515 Cr | ₹1786 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹99 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Jan 2024 | 23 Aug 2010 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
| Turn Over | % | 64.15% |
| Expense Ratio | 2.01 | 2.1 |
| Manager | Harshad Borawake | R Sivakumar |
| ISIN Code | INF769K01KW3 | INF846K01768 |
| Exits Load | Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 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 | Mirae Asset Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.21% | 0.37% |
| 6 Month | 8.26% | 9.77% |
| 1 Year | 14.91% | 11.68% |
| 3 Year | - | 13.74% |
| 5 Year | - | 11.63% |
SIP Return Analysis
| Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5% | 5.59% |
| 1 Year | 21.57% | 23.27% |
| 3 Year | - | 16.14% |
| 5 Year | - | 12.72% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.42% | 9.28% |
| 3 Year | - | 9.06% |
| 5 Year | - | 9.21% |
Risk Management
| Scheme Name | Mirae Asset 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 | Mirae Asset Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harshad Borawake | R Sivakumar |
| Total AUM | ₹0 Cr | ₹9709 Cr |
| Funds Managed | 3 | 10 |
| Mirae Asset Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 37.84 | 36.33 |
| Large Cap | 48.44 | 40.43 |
| Small Cap | 8.11 | 9.73 |
| Mid Cap | 5.61 | 13.51 |
Sector Allocation
| Scheme Name |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.27 | 27.73 |
| Energy | 3.32 | 1.35 |
| Utilities | 3.02 | 0.08 |
| Technology | 6.07 | 6.06 |
| Consumer Cyclical | 8.5 | 15.3 |
| Industrials | 5.35 | 10.49 |
| Basic Materials | 6.01 | 5.8 |
| Healthcare | 4.13 | 6.77 |
| Consumer Defensive | 4.33 | 3.98 |
| Financial Services | 21.62 | 17.27 |
| Real Estate | 1.16 | 1.81 |
| Communication Services | 3.24 | 3.34 |
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