Edelweiss Multi Asset Allocation Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare

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Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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Edelweiss Multi Asset Allocation Fund - Reg (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Fund	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Low to Moderate
Asset Size (Cr)	₹4447 Cr	₹2143 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	31 Jan 2023	23 Jun 2023
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)	CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)
Turn Over	0.0%	%
Expense Ratio	1.85	0.72
Manager	Dhaval Joshi	Dhawal Dalal
ISIN Code	INF209KB12R6	INF754K01RO7
Exits Load	Aditya Birla Sun Life 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	Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month	3.91%	0.38%
6 Month	14.57%	3.89%
1 Year	7.6%	7.56%
3 Year	-	-
5 Year	-	-

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month	4.22%	1.31%
1 Year	15.47%	7.13%
3 Year	-	-
5 Year	-	-

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year	21.28%	8.07%
3 Year	-	-
5 Year	-	-

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Standard Deviation	-	-
Sharp	-	-
Beta	-	-
Alpha	-	-

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Name	Dhaval Joshi	Dhawal Dalal
Total AUM	₹361932 Cr	₹25974 Cr
Funds Managed	55	12
	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	40.33	74.67
Large Cap	42.02	20.79
Mid Cap	11.89	4.42
Small Cap	5.76	0.12

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	30.8	74.16
Energy	5.03	3.87
Technology	7.66	1.01
Industrials	7.16	2.39
Financial Services	19.07	8
Consumer Cyclical	5.37	2.96
Consumer Defensive	6.85	0.49
Basic Materials	4.18	2.21
Real Estate	4.09	0.04
Healthcare	4.53	0.78
Utilities	2.07	0.16
Communication Services	3.19	3.92