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

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

Link copied to clipboard!

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Invest Now

Edelweiss Multi Asset Allocation Fund - Reg (G)

Invest Now

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)	₹9819 Cr	₹2143 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	2.9%	0.38%
6 Month	12.53%	3.89%
1 Year	7.7%	7.56%
3 Year	16.42%	-
5 Year	14.71%	-

SIP Return Analysis

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month	4.2%	1.31%
1 Year	14.75%	7.13%
3 Year	15.83%	-
5 Year	14.78%	-

Rolling Lumpsum Returns

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year	8.73%	8.07%
3 Year	8.71%	-
5 Year	9.35%	-

Risk Management

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Standard Deviation	6.71%	-
Sharp	1.19%	-
Beta	-	-
Alpha	-	-

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	58.62	74.67
Large Cap	19.78	20.79
Mid Cap	7.65	4.42
Small Cap	13.95	0.12

Sector Allocation

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	53.84	74.16
Energy	3.81	3.87
Technology	4.37	1.01
Consumer Defensive	3.86	0.49
Consumer Cyclical	6.82	2.96
Financial Services	12.92	8
Real Estate	5.06	0.04
Industrials	2.5	2.39
Healthcare	0.96	0.78
Basic Materials	3.93	2.21
Utilities	1.54	0.16
Communication Services	0.39	3.92

Top Comparisons

ICICI Prudential Floating Interest Fund - Growth

3Y Returns7.66%

VS

HDFC Floating Rate Debt Fund - Growth Option

3Y Returns7.84%

Compare Now

Kotak Gold Fund Growth

3Y Returns28.41%

VS

INVESCO INDIA GOLD ETF FUND OF FUND- Growth

3Y Returns28.14%

Compare Now

Nippon India Aggressive Hybrid Fund - Regular - Growth

3Y Returns16.01%

VS

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns13.79%

Compare Now

ICICI Prudential Commodities Fund - Growth Option

3Y Returns18.87%

VS

SBI Equity Minimum Variance Fund - Regular Plan - Growth

3Y Returns14.56%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully