Mirae Asset Multi Asset Allocation Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Mirae Asset Multi Asset Allocation Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Fund | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5213 Cr | ₹2627 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 31 Jan 2023 | 31 Jan 2024 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) | 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri |
| Turn Over | 0.0% | % |
| Expense Ratio | 1.85 | 2.01 |
| Manager | Dhaval Joshi | Harshad Borawake |
| ISIN Code | INF209KB12R6 | INF769K01KW3 |
| Exits Load | Aditya Birla Sun Life 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 | Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Month | 3.32% | 2.54% |
| 6 Month | 10.66% | 9.1% |
| 1 Year | 18.71% | 18.06% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 6 Month | 7.97% | 6.77% |
| 1 Year | 27.72% | 24.07% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Year | 20.47% | 10.42% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Name | Dhaval Joshi | Harshad Borawake |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 3 |
| Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 41.45 | 37.84 |
| Large Cap | 42.02 | 48.44 |
| Mid Cap | 11.86 | 5.61 |
| Small Cap | 4.67 | 8.11 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 31.79 | 33.27 |
| Energy | 5.56 | 3.32 |
| Technology | 7.01 | 6.07 |
| Consumer Cyclical | 6.46 | 8.5 |
| Industrials | 6.57 | 5.35 |
| Financial Services | 20.52 | 21.62 |
| Consumer Defensive | 5.78 | 4.33 |
| Basic Materials | 3.76 | 6.01 |
| Real Estate | 3.71 | 1.16 |
| Healthcare | 4.03 | 4.13 |
| Utilities | 1.78 | 3.02 |
| Communication Services | 3.02 | 3.24 |
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