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) | ₹7759 Cr | ₹1612 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 | 3.18% | 3.51% |
6 Month | 15.51% | 13.52% |
1 Year | 13.94% | 10.21% |
3 Year | 21.52% | 13.86% |
5 Year | 18.51% | 14.28% |
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 | 7.59% | 7.92% |
1 Year | 26.96% | 24.32% |
3 Year | 21.35% | 16.66% |
5 Year | 18.53% | 13.06% |
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 | 15.31% | 9.25% |
3 Year | 16.11% | 9.02% |
5 Year | 17.91% | 9.15% |
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 | 7.75% | 8.16% |
Sharp | 1.63% | 0.69% |
Beta | - | - |
Alpha | - | - |
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 | 47.16 | 37.73 |
Large Cap | 34.99 | 43.29 |
Mid Cap | 12.47 | 11.61 |
Small Cap | 5.38 | 7.36 |
Sector Allocation
Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 44.68 | 32.54 |
Energy | 2.36 | 1.39 |
Technology | 5.52 | 5.69 |
Industrials | 5.99 | 8.98 |
Basic Materials | 4 | 5.06 |
Consumer Cyclical | 7.74 | 15.75 |
Consumer Defensive | 3.34 | 3.23 |
Real Estate | 1.01 | 2.16 |
Financial Services | 17.36 | 17.45 |
Utilities | 4.03 | 0.61 |
Healthcare | 2.76 | 4.27 |
Communication Services | 1.21 | 2.87 |
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