Edelweiss 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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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	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Fund	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Low to Moderate
Asset Size (Cr)	₹8395 Cr	₹1735 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	21 Dec 2005	23 Jun 2023
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	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	252%	%
Expense Ratio	1.44	0.72
Manager	Pradeep Kesavan	Dhawal Dalal
ISIN Code	INF200K01800	INF754K01RO7
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	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	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month	1.88%	0.27%
6 Month	7.95%	4.46%
1 Year	8.4%	8.68%
3 Year	18.07%	-
5 Year	14.92%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month	7.44%	2.03%
1 Year	15.36%	8.45%
3 Year	17.04%	-
5 Year	15.38%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year	8.71%	8.01%
3 Year	8.65%	-
5 Year	9.32%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Standard Deviation	6.95%	-
Sharp	1.58%	-
Beta	-	-
Alpha	-	-

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Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Name	Pradeep Kesavan	Dhawal Dalal
Total AUM	₹434274 Cr	₹25974 Cr
Funds Managed	43	12
	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	57.76	71.63
Large Cap	22.61	23.36
Small Cap	14.58	0.04
Mid Cap	5.06	4.97

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	52.77	71.22
Energy	4.57	5.37
Technology	5.53	0.98
Consumer Defensive	4.38	0.62
Financial Services	12.67	8.66
Real Estate	5.63	0
Industrials	2.53	2.87
Consumer Cyclical	6.15	3.04
Healthcare	1.49	1.09
Basic Materials	1.94	2.66
Utilities	1.92	0.04
Communication Services	0.43	3.43