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Axis Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹12012 Cr | ₹1786 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 | 1.87% | 0.95% |
| 6 Month | 10.33% | 11.13% |
| 1 Year | 16.86% | 13.47% |
| 3 Year | 17.59% | 13.8% |
| 5 Year | 14.65% | 11.76% |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.97% | 5.59% |
| 1 Year | 24.13% | 23.27% |
| 3 Year | 17.97% | 16.14% |
| 5 Year | 16.24% | 12.72% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.76% | 9.32% |
| 3 Year | 8.88% | 9.07% |
| 5 Year | 9.39% | 9.22% |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.81% | 9.95% |
| Sharp | 1.56% | 0.86% |
| Beta | 0.76% | 0.96% |
| Alpha | 5.21% | 0.24% |
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 | 57.3 | 36.33 |
| Large Cap | 20.34 | 40.43 |
| Mid Cap | 8.61 | 13.51 |
| Small Cap | 13.75 | 9.73 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 52.86 | 27.73 |
| Energy | 4.1 | 1.35 |
| Technology | 3.89 | 6.06 |
| Consumer Defensive | 3.51 | 3.98 |
| Consumer Cyclical | 6.29 | 15.3 |
| Financial Services | 15.42 | 17.27 |
| Real Estate | 4.68 | 1.81 |
| Industrials | 2.19 | 10.49 |
| Healthcare | 1.18 | 6.77 |
| Basic Materials | 3.76 | 5.8 |
| Utilities | 1.79 | 0.08 |
| Communication Services | 0.35 | 3.34 |
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