Edelweiss Multi Asset Allocation Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Edelweiss Multi Asset Allocation Fund - Reg (G)
Chart Comparison
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) | ₹4974 Cr | ₹2417 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Month | 0.35% | 0.4% |
| 6 Month | 10.01% | 2.83% |
| 1 Year | 17.13% | 7.6% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 6 Month | 4.85% | 1.42% |
| 1 Year | 21.16% | 6.78% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Year | 20.47% | 8.03% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| 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) |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 40.81 | 71.55 |
| Large Cap | 42.13 | 22.73 |
| Mid Cap | 11.81 | 5.19 |
| Small Cap | 5.26 | 0.54 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 31.46 | 71.02 |
| Energy | 4.86 | 4.44 |
| Technology | 7.06 | 0.58 |
| Consumer Cyclical | 6.11 | 3.31 |
| Industrials | 6.69 | 2.48 |
| Financial Services | 19.9 | 9.92 |
| Consumer Defensive | 6.19 | 0.48 |
| Basic Materials | 4.32 | 2.34 |
| Real Estate | 4.15 | 0.21 |
| Healthcare | 4.25 | 0.72 |
| Utilities | 2.01 | 0.28 |
| Communication Services | 3 | 4.22 |
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