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

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SBI Multi Asset Allocation Fund - Regular Plan - Growth

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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)	₹9312 Cr	₹1484 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

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	-1.04%	-0.27%
6 Month	7.06%	5.49%
1 Year	6.84%	4.4%
3 Year	16.16%	10.68%
5 Year	14.03%	13.45%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	4.17%	3.85%
1 Year	10.24%	6.66%
3 Year	15.15%	12.02%
5 Year	14.37%	10.57%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	8.73%	9.35%
3 Year	8.71%	8.96%
5 Year	9.35%	9.1%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	6.66%	8.47%
Sharp	1.37%	0.52%
Beta	-	-
Alpha	-	-

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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

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	55.96	35.9
Large Cap	21.15	47.4
Mid Cap	7.02	8.73
Small Cap	15.87	7.97

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	51.36	33.5
Energy	4.37	2.99
Technology	4.9	5.88
Consumer Defensive	4.18	3
Consumer Cyclical	7.29	11.46
Financial Services	12.66	21.77
Real Estate	5.29	0.38
Industrials	2.5	7.89
Healthcare	1.57	4.34
Basic Materials	3.62	5.84
Utilities	1.84	1.19
Communication Services	0.41	1.76