Edelweiss Multi Asset Allocation Fund vs Axis Multi Asset Allocation Fund compare

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Edelweiss Multi Asset Allocation Fund - Reg (G)

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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	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Low to Moderate	Very High
Asset Size (Cr)	₹2432 Cr	₹1786 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	23 Jun 2023	23 Aug 2010
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)	NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI
Turn Over	%	64.15%
Expense Ratio	0.72	2.1
Manager	Dhawal Dalal	R Sivakumar
ISIN Code	INF754K01RO7	INF846K01768
Exits Load	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	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	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	0.09%	1.35%
6 Month	2.39%	10.48%
1 Year	6.85%	11.4%
3 Year	-	13.61%
5 Year	-	12.11%

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	0.98%	5.59%
1 Year	5.6%	23.27%
3 Year	-	16.14%
5 Year	-	12.72%

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	8.03%	9.28%
3 Year	-	9.06%
5 Year	-	9.21%

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	8.25%
Sharp	-	0.75%
Beta	-	0.96%
Alpha	-	0.24%

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Name	Dhawal Dalal	R Sivakumar
Total AUM	₹25974 Cr	₹9709 Cr
Funds Managed	12	10
	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	66.45	34.09
Large Cap	23.89	44.49
Mid Cap	8.59	13.11
Small Cap	1.07	8.31

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	68.98	28.39
Consumer Cyclical	0.63	16.49
Energy	3.99	1.27
Technology	1.33	5.72
Industrials	2.68	9.92
Basic Materials	3.31	5.75
Healthcare	1.25	6.2
Financial Services	12.22	16.32
Consumer Defensive	0.55	3.91
Real Estate	0.22	1.97
Utilities	0.29	0.68
Communication Services	4.55	3.37