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) | ₹7759 Cr | ₹1612 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 | 2.27% | 2.22% |
| 6 Month | 13.46% | 11.19% |
| 1 Year | 15.15% | 10.32% |
| 3 Year | 20.28% | 13.05% |
| 5 Year | 18.75% | 14.1% |
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 | 4.16% | 3.62% |
| 1 Year | 19.4% | 15.16% |
| 3 Year | 18.7% | 13.63% |
| 5 Year | 17.05% | 11.32% |
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 | 15.31% | 9.25% |
| 3 Year | 16.11% | 9.02% |
| 5 Year | 17.91% | 9.15% |
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 | 7.68% | 8.25% |
| Sharp | 1.61% | 0.74% |
| 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 | 47.16 | 37.73 |
| Large Cap | 34.99 | 43.29 |
| Mid Cap | 12.47 | 11.61 |
| Small Cap | 5.38 | 7.36 |
Sector Allocation
| Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 44.68 | 32.54 |
| Energy | 2.36 | 1.39 |
| Technology | 5.52 | 5.69 |
| Industrials | 5.99 | 8.98 |
| Basic Materials | 4 | 5.06 |
| Consumer Cyclical | 7.74 | 15.75 |
| Consumer Defensive | 3.34 | 3.23 |
| Real Estate | 1.01 | 2.16 |
| Financial Services | 17.36 | 17.45 |
| Utilities | 4.03 | 0.61 |
| Healthcare | 2.76 | 4.27 |
| Communication Services | 1.21 | 2.87 |
Top Comparisons
ICICI Prudential Global Stable Equity Fund (FOF) - Growth
3Y Returns11.66%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns38.59%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.34%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.37%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns13.53%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns15.41%
Kotak Midcap Fund - Growth
3Y Returns21.98%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns21.14%