Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Mirae Asset Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare

Link copied to clipboard!

tortoise-icon SBI Multi Asset Allocation Fund - Regular Plan - Growth

Invest Now

tortoise-icon Mirae Asset 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 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) ₹12012 Cr ₹2515 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹99
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 1.63% 1.7%
6 Month 9.54% 8.31%
1 Year 15.71% 15.21%
3 Year 17.5% -
5 Year 14.53% -

SIP Return Analysis

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)
6 Month 5.97% 5%
1 Year 24.13% 21.57%
3 Year 17.97% -
5 Year 16.24% -

Rolling Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Year 8.75% 10.42%
3 Year 8.86% -
5 Year 9.38% -

Risk Management

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)
Standard Deviation 6.81% -
Sharp 1.56% -
Beta 0.76% -
Alpha 5.21% -

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 57.3 37.84
Large Cap 20.34 48.44
Mid Cap 8.61 5.61
Small Cap 13.75 8.11

Sector Allocation

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Mirae Asset Multi Asset Allocation Fund-Reg (G)

Others 52.86 33.27
Energy 4.1 3.32
Technology 3.89 6.07
Consumer Defensive 3.51 4.33
Consumer Cyclical 6.29 8.5
Financial Services 15.42 21.62
Real Estate 4.68 1.16
Industrials 2.19 5.35
Healthcare 1.18 4.13
Basic Materials 3.76 6.01
Utilities 1.79 3.02
Communication Services 0.35 3.24

Top Comparisons

Franklin India Flexi Cap Fund - Growth Franklin India Flexi Cap Fund - Growth

3Y Returns17.14%

VS

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns14.57%

Compare Now

ITI Arbitrage Fund Regular - Growth ITI Arbitrage Fund Regular - Growth

3Y Returns6.66%

VS

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns7.07%

Compare Now

HDFC Gilt Fund - Growth Plan HDFC Gilt Fund - Growth Plan

3Y Returns6.88%

VS

Quant Gilt Fund Regular - Growth Quant Gilt Fund Regular - Growth

3Y Returns0%

Compare Now

Tata Children's Fund - Regular Plan - Growth Option Tata Children's Fund - Regular Plan - Growth Option

3Y Returns12.06%

VS

LIC MF Children's Gift Fund-Growth LIC MF Children's Gift Fund-Growth

3Y Returns10.18%

Compare Now
Add to Cart Successfully