- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Mirae Asset Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Mirae Asset Multi Asset Allocation Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Fund | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹10484 Cr | ₹2371 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Dec 2005 | 31 Jan 2024 |
| 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 | 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri |
| Turn Over | 252% | % |
| Expense Ratio | 1.44 | 2.01 |
| Manager | Pradeep Kesavan | Harshad Borawake |
| ISIN Code | INF200K01800 | INF769K01KW3 |
| 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 | 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 | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Month | 2.57% | 2.4% |
| 6 Month | 11.17% | 9.63% |
| 1 Year | 11.82% | 12.7% |
| 3 Year | 17.63% | - |
| 5 Year | 15.52% | - |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 6 Month | 2.92% | 2.53% |
| 1 Year | 14.84% | 14.34% |
| 3 Year | 15.15% | - |
| 5 Year | 14.59% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Year | 8.69% | 10.42% |
| 3 Year | 8.76% | - |
| 5 Year | 9.37% | - |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Standard Deviation | 6.78% | - |
| Sharp | 1.35% | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Name | Pradeep Kesavan | Harshad Borawake |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 3 |
| SBI Multi Asset Allocation Fund - Regular Plan - Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
Market Cap
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 60.8 | 36.28 |
| Large Cap | 18.81 | 49.41 |
| Mid Cap | 7.13 | 6.26 |
| Small Cap | 13.26 | 8.05 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 56.24 | 32.85 |
| Energy | 3.67 | 3.58 |
| Technology | 4.06 | 4.96 |
| Consumer Defensive | 3.49 | 4.52 |
| Consumer Cyclical | 6.34 | 8.86 |
| Financial Services | 12.45 | 21.13 |
| Real Estate | 5.07 | 1.29 |
| Industrials | 2.08 | 5.91 |
| Healthcare | 0.9 | 3.9 |
| Basic Materials | 3.85 | 6.31 |
| Utilities | 1.5 | 3.52 |
| Communication Services | 0.36 | 3.16 |
Top Comparisons
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
3Y Returns24.17%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns23.77%
HSBC Multi Cap Fund - Regular - Growth
3Y Returns0%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
Nippon India Value Fund- Growth Plan
3Y Returns21.88%
HSBC Value Fund - Regular Growth
3Y Returns23.55%
ICICI Prudential Floating Interest Fund - Growth
3Y Returns7.71%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns7.96%
