Edelweiss Multi Asset Allocation Fund vs Mirae Asset Multi Asset Allocation Fund compare
Edelweiss Multi Asset Allocation Fund - Reg (G)
Mirae Asset Multi Asset Allocation Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Fund | Edelweiss Multi Asset Allocation Fund - Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Very High |
| Asset Size (Cr) | ₹2338 Cr | ₹2371 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 Jun 2023 | 31 Jan 2024 |
| 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) | 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri |
| Turn Over | % | % |
| Expense Ratio | 0.72 | 2.01 |
| Manager | Dhawal Dalal | Harshad Borawake |
| ISIN Code | INF754K01RO7 | INF769K01KW3 |
| 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 | Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Month | 0.37% | 1.17% |
| 6 Month | 2.87% | 10.52% |
| 1 Year | 7.41% | 13.47% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 6 Month | 1.3% | 4.16% |
| 1 Year | 6.67% | 18.55% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Year | 8.03% | 10.42% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Name | Dhawal Dalal | Harshad Borawake |
| Total AUM | ₹25974 Cr | ₹0 Cr |
| Funds Managed | 12 | 3 |
| Edelweiss Multi Asset Allocation Fund - Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
Market Cap
| Scheme Name |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 71.55 | 36.28 |
| Large Cap | 22.73 | 49.41 |
| Mid Cap | 5.19 | 6.26 |
| Small Cap | 0.54 | 8.05 |
Sector Allocation
| Scheme Name |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 71.02 | 32.85 |
| Energy | 4.44 | 3.58 |
| Technology | 0.58 | 4.96 |
| Industrials | 2.48 | 5.91 |
| Basic Materials | 2.34 | 6.31 |
| Healthcare | 0.72 | 3.9 |
| Financial Services | 9.92 | 21.13 |
| Consumer Defensive | 0.48 | 4.52 |
| Real Estate | 0.21 | 1.29 |
| Consumer Cyclical | 3.31 | 8.86 |
| Utilities | 0.28 | 3.52 |
| Communication Services | 4.22 | 3.16 |
Top Comparisons
ICICI Prudential Income Plus Arbitrage Active FOF - Growth
3Y Returns11.37%
ICICI Prudential Income Plus Arbitrage Active FOF - Growth
3Y Returns11.37%
LIC MF Equity Hybrid Fund-Growth
3Y Returns13.32%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.38%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns15.89%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns21.5%
Kotak Bond Short Term Plan-(Growth)
3Y Returns7.3%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7.26%