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) | ₹4447 Cr | ₹2187 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
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 | 2.96% | 2.42% |
6 Month | 13.66% | 12.62% |
1 Year | 8.56% | 8.65% |
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 | 4.22% | 3.9% |
1 Year | 15.47% | 15.5% |
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 | 21.28% | 11.01% |
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 | 38.47 | 34.89 |
Large Cap | 42.3 | 51.18 |
Mid Cap | 13.01 | 5.37 |
Small Cap | 6.21 | 8.55 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Others | 29.34 | 31.91 |
Energy | 5.26 | 3.66 |
Technology | 7.72 | 5.43 |
Industrials | 7.66 | 6.63 |
Financial Services | 19.84 | 22.47 |
Consumer Cyclical | 6.1 | 8.49 |
Consumer Defensive | 6.75 | 4.38 |
Basic Materials | 4.2 | 5.57 |
Real Estate | 3.77 | 1.33 |
Healthcare | 4.81 | 3.64 |
Utilities | 2.09 | 3.47 |
Communication Services | 2.46 | 3.04 |
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