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Edelweiss Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare

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tortoise-icon SBI Multi Asset Allocation Fund - Regular Plan - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month 2.64% 0.33%
6 Month 7.42% 4.57%
1 Year 8.78% 8.67%
3 Year 18.43% -
5 Year 15.09% -

SIP Return Analysis

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% -

Rolling Lumpsum Returns

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% -

Risk Management

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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Fund Managers

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)

Market Cap

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

Sector Allocation

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

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