Axis Multi Asset Allocation Fund vs Nippon India Multi Asset Fund compare

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Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

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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	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹8722 Cr	₹1705 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	27 Aug 2020	23 Aug 2010
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Short-Term Bond Index,MSCI World,Domestic Price of Gold,BSE 500 TRI	NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI
Turn Over	66%	64.15%
Expense Ratio	1.49	2.1
Manager	Ashutosh Bhargava	R Sivakumar
ISIN Code	INF204KB16V0	INF846K01768
Exits Load	Nippon India Multi Asset Allocation Fund - 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

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	1.6%	1.87%
6 Month	10.81%	9.53%
1 Year	15%	10.81%
3 Year	19.41%	12.96%
5 Year	17.17%	12.14%

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	5.43%	5.8%
1 Year	24.37%	22.18%
3 Year	19.99%	15.72%
5 Year	17.82%	12.5%

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	14.99%	9.28%
3 Year	16.26%	9.06%
5 Year	18.02%	9.21%

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	7.59%	8.25%
Sharp	1.54%	0.75%
Beta	-	0.96%
Alpha	-	0.24%

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Name	Ashutosh Bhargava	R Sivakumar
Total AUM	₹121448 Cr	₹9709 Cr
Funds Managed	12	10
	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	47.36	28.58
Large Cap	35.43	49.4
Mid Cap	11.76	10.34
Small Cap	5.44	11.66

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	44.66	27.36
Energy	2.28	-
Technology	5.53	-
Industrials	6.32	-
Basic Materials	3.69	-
Consumer Cyclical	8.04	-
Consumer Defensive	3.34	-
Real Estate	0.97	-
Financial Services	17.43	-
Utilities	3.67	-
Healthcare	2.6	-
Communication Services	1.48	-
Petroleum Products	-	1.27
IT - Software	-	4.2
Retailing	-	5.74
Construction	-	2.55
Finance	-	4.02
Healthcare Services	-	1.81
Diversified FMCG	-	1.4
Pharmaceuticals & Biotechnology	-	3.63
Non - Ferrous Metals	-	0.77
Banks	-	11.7
Realty	-	1.97
Chemicals & Petrochemicals	-	1.79
Leisure Services	-	0.65
Automobiles	-	6.71
Aerospace & Defense	-	1.05
Electrical Equipment	-	2.77
Auto Components	-	2.97
Industrial Manufacturing	-	1.98
IT - Services	-	0.46
Consumer Durables	-	2.82
Personal Products	-	0.67
Capital Markets	-	0.85
Agricultural Food & other Products	-	0.43
Beverages	-	0.39
Food Products	-	0.69
Power	-	0.68
Telecom - Services	-	2.44
Cement & Cement Products	-	1.17
Industrial Products	-	1.37
Fertilizers & Agrochemicals	-	0.98
Transport Services	-	0.75
Household Products	-	0.32
Ferrous Metals	-	0.99
Insurance	-	0.63