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) | ₹5002 Cr | ₹1316 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 | 3.09% | 2.02% |
6 Month | 1.47% | -0.74% |
1 Year | 11.38% | 9.82% |
3 Year | 16.61% | 9.31% |
5 Year | - | 14.56% |
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 | 4.37% | 2.28% |
1 Year | 8.28% | 2.97% |
3 Year | 18.63% | 12.08% |
5 Year | - | 11.04% |
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 | 17.1% | 9.35% |
3 Year | 15.85% | 8.92% |
5 Year | - | 8.93% |
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 | 8.571% | 10.251% |
Sharp | 0.953% | 0.074% |
Beta | - | - |
Alpha | - | - |
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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 | 45.34 | 35.22 |
Large Cap | 40.64 | 47.19 |
Small Cap | 3.7 | 8.68 |
Mid Cap | 10.32 | 8.9 |
Sector Allocation
Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 44.52 | 34.44 |
Energy | 3.79 | 3.14 |
Technology | 6.06 | 6.66 |
Communication Services | 2.15 | 1.6 |
Healthcare | 4.58 | 5.16 |
Industrials | 5.32 | 6.83 |
Consumer Cyclical | 6.73 | 9.25 |
Financial Services | 17.34 | 20.2 |
Basic Materials | 2.48 | 6.17 |
Utilities | 3.43 | 0.7 |
Consumer Defensive | 2.97 | 4.41 |
Real Estate | 0.63 | 1.45 |
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