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 Risk	Low to Moderate Risk
Asset Size (Cr)	₹7141 Cr	₹1479 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	-0.23%	0.89%
6 Month	0.06%	3.84%
1 Year	10.17%	8.21%
3 Year	13.68%	-
5 Year	13.2%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month	-	-
1 Year	2.59%	7.97%
3 Year	14.26%	-
5 Year	13.78%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year	8.69%	7.88%
3 Year	8.58%	-
5 Year	9.29%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Standard Deviation	6.81%	-
Sharp	1.21%	-
Beta	0.63%	-
Alpha	4.59%	-

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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
Fund Manage	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	60.91	59.9
Large Cap	14.35	29.81
Small Cap	14.53	1.35
Mid Cap	10.21	8.93

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	60.91	62.25
Petroleum Products	0.85	-
IT - Software	3.64	-
Capital Markets	1.31	-
Banks	7.02	-
Realty	2.67	-
Consumer Durables	2.37	-
Pharmaceuticals & Biotechnology	0.76	-
Leisure Services	1.39	-
Insurance	1.84	-
Transport Infrastructure	0.49	-
Ferrous Metals	0.99	-
Cement & Cement Products	1.02	-
Finance	0.96	-
Gas	1.32	-
IT - Services	1.09	-
Entertainment	0.18	-
Oil	1.01	-
Food Products	0.61	-
Construction	1.59	-0.01
Auto Components	1.39	-
Transport Services	1.58	-
Retailing	1.46	-
Telecom - Services	0.39	-
Power	0.86	-
Personal Products	1.07	-
Fertilizers & Agrochemicals	0.26	-
Beverages	0.39	-
Textiles & Apparels	0.58	-
Energy	-	-0.05
Materials	-	-0.01
Healthcare	-	1.3877787807814E-16
Automobile	-	-0.01
Technology	-	-1.3877787807814E-17
Financial	-	22.52
Metals & Mining	-	0
Consumer Staples	-	0
Communication	-	-0.04
Services	-	4.4408920985006E-16
Capital Goods	-	-0.04
Consumer Discretionary	-	-0.01
Sovereign	-	15.39