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Axis Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare

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tortoise-icon SBI Multi Asset Allocation Fund - Regular Plan - Growth

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tortoise-icon 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 SBI Multi Asset Allocation Fund - Regular Plan - Growth Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund SBI Multi Asset Allocation Fund - Regular Plan - Growth Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7141 Cr ₹1316 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 21 Dec 2005 23 Aug 2010
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI
Turn Over 252% 64.15%
Expense Ratio 1.44 2.1
Manager Pradeep Kesavan R Sivakumar
ISIN Code INF200K01800 INF846K01768
Exits Load SBI Multi Asset Allocation Fund - Regular Plan - 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 SBI Multi Asset Allocation Fund - Regular Plan - Growth Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 3.58% 2.78%
6 Month 5.47% 3.58%
1 Year 10.06% 10.57%
3 Year 16.94% 12.86%
5 Year 16.03% 16.69%

SIP Return Analysis

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month 4.92% 4.21%
1 Year 9.26% 6.56%
3 Year 16.16% 12.86%
5 Year 14.71% 11.28%

Rolling Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 8.69% 9.35%
3 Year 8.58% 8.92%
5 Year 9.29% 8.93%

Risk Management

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation 7.531% 10.251%
Sharp 0.827% 0.074%
Beta - -
Alpha - -

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Fund Managers

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Name Pradeep Kesavan R Sivakumar
Total AUM ₹434274 Cr ₹9709 Cr
Funds Managed 43 10
SBI Multi Asset Allocation Fund - Regular Plan - Growth Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 66.25 35.22
Large Cap 18.14 47.19
Small Cap 12.18 8.68
Mid Cap 3.43 8.9

Sector Allocation

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 66.25 34.44
Energy 2.19 3.14
Technology 6.28 6.66
Consumer Defensive 2.57 4.41
Financial Services 9.69 20.2
Industrials 2.53 6.83
Consumer Cyclical 4.98 9.25
Healthcare 0.9 5.16
Basic Materials 1.91 6.17
Utilities 1.5 0.7
Communication Services 0.49 1.6
Real Estate 0.71 1.45

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