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	-1.44%	-1.04%
6 Month	7.1%	5.85%
1 Year	6.18%	3.08%
3 Year	15.96%	10.61%
5 Year	13.95%	13.43%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	5.59%	4.6%
1 Year	13.67%	8.84%
3 Year	16.61%	13.11%
5 Year	15.21%	11.3%

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	6.95%	9.43%
Sharp	1.58%	0.77%
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	55.16	35.9
Large Cap	22.29	47.4
Mid Cap	6.47	8.73
Small Cap	16.07	7.97

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	50.33	33.5
Energy	4.56	2.99
Technology	5.33	5.88
Consumer Defensive	4.26	3
Consumer Cyclical	7.42	11.46
Financial Services	12.69	21.77
Real Estate	5.58	0.38
Industrials	2.52	7.89
Healthcare	1.49	4.34
Basic Materials	3.49	5.84
Utilities	1.89	1.19
Communication Services	0.44	1.76