Nippon India Multi Asset Fund vs Axis Multi Asset Allocation Fund compare
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6959 Cr | ₹1528 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 27 Aug 2020 | 23 Aug 2010 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Short-Term Bond Index,MSCI World,Domestic Price of Gold,BSE 500 TRI | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
Turn Over | 66% | 64.15% |
Expense Ratio | 1.49 | 2.1 |
Manager | Ashutosh Bhargava | R Sivakumar |
ISIN Code | INF204KB16V0 | INF846K01768 |
Exits Load | Nippon India Multi Asset Allocation Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Multi Asset Allocation Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.56% | 4.38% |
6 Month | 15.59% | 13.2% |
1 Year | 11.62% | 5.6% |
3 Year | 18.57% | 11.24% |
5 Year | 17.98% | 13.75% |
SIP Return Analysis
Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.01% | 5.74% |
1 Year | 19.61% | 15.84% |
3 Year | 19.51% | 14.27% |
5 Year | 17.29% | 11.68% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.7% | 9.35% |
3 Year | 15.95% | 8.96% |
5 Year | - | 9.1% |
Risk Management
Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 8.15% | 8.40% |
Sharp | 1.26% | 0.43% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Name | Ashutosh Bhargava | R Sivakumar |
Total AUM | ₹121448 Cr | ₹9709 Cr |
Funds Managed | 12 | 10 |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 43.78 | 36.31 |
Large Cap | 36.41 | 45.29 |
Mid Cap | 13.02 | 9.89 |
Small Cap | 6.79 | 8.51 |
Sector Allocation
Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 41.77 | 33.39 |
Energy | 3.7 | 3.17 |
Technology | 4.72 | 6.29 |
Industrials | 7.56 | 7.16 |
Basic Materials | 3.53 | 6.62 |
Consumer Cyclical | 6.61 | 11.41 |
Real Estate | 1.27 | 0.38 |
Financial Services | 19.26 | 21.05 |
Utilities | 4.23 | 1.16 |
Healthcare | 3 | 4.62 |
Consumer Defensive | 2.93 | 3.09 |
Communication Services | 1.44 | 1.66 |
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