Axis Multi Asset Allocation Fund vs Nippon India Multi Asset Fund compare
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹9601 Cr | ₹1786 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.41% | 0.95% |
| 6 Month | 11.45% | 11.13% |
| 1 Year | 17.57% | 13.47% |
| 3 Year | 20.08% | 13.8% |
| 5 Year | 16.66% | 11.76% |
SIP Return Analysis
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.72% | 4.95% |
| 1 Year | 22.99% | 21.29% |
| 3 Year | 20.08% | 15.99% |
| 5 Year | 18.07% | 12.81% |
Rolling Lumpsum Returns
| 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% | 9.32% |
| 3 Year | 16.33% | 9.07% |
| 5 Year | 17.86% | 9.22% |
Risk Management
| 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% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 47.35 | 36.33 |
| Large Cap | 35.86 | 40.43 |
| Mid Cap | 11.28 | 13.51 |
| Small Cap | 5.51 | 9.73 |
Sector Allocation
| Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 44.39 | 27.73 |
| Energy | 2.67 | 1.35 |
| Technology | 5.94 | 6.06 |
| Industrials | 6.3 | 10.49 |
| Basic Materials | 3.5 | 5.8 |
| Consumer Cyclical | 8.46 | 15.3 |
| Consumer Defensive | 3 | 3.98 |
| Real Estate | 0.91 | 1.81 |
| Financial Services | 17.6 | 17.27 |
| Utilities | 3.19 | 0.08 |
| Healthcare | 2.65 | 6.77 |
| Communication Services | 1.37 | 3.34 |
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