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Edelweiss Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Edelweiss Multi Asset Allocation Fund - Reg (G)
Chart Comparison
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) | ₹9659 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 | -0.71% | 0.13% |
| 6 Month | 10.45% | 3.82% |
| 1 Year | 5.46% | 7.68% |
| 3 Year | 15.23% | - |
| 5 Year | 14.24% | - |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 6 Month | 1.97% | 1.26% |
| 1 Year | 9% | 7.04% |
| 3 Year | 14.43% | - |
| 5 Year | 14.07% | - |
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 | 6.66% | - |
| Sharp | 1.37% | - |
| 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 | 55.3 | 74.34 |
| Large Cap | 21.1 | 20.97 |
| Mid Cap | 8.78 | 4.59 |
| Small Cap | 14.83 | 0.1 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 50.69 | 73.79 |
| Energy | 4.1 | 4.05 |
| Technology | 4.59 | 0.92 |
| Consumer Defensive | 4.05 | 0.49 |
| Consumer Cyclical | 7.15 | 2.97 |
| Financial Services | 14.34 | 7.98 |
| Real Estate | 5.3 | - |
| Industrials | 2.4 | 2.58 |
| Healthcare | 1.12 | 0.66 |
| Basic Materials | 4.15 | 2.2 |
| Utilities | 1.72 | 0.13 |
| Communication Services | 0.4 | 4.22 |
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