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Nippon India Multi Asset Fund vs SBI Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹11306 Cr | ₹8722 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Dec 2005 | 27 Aug 2020 |
| 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 | CRISIL Short-Term Bond Index,MSCI World,Domestic Price of Gold,BSE 500 TRI |
| Turn Over | 252% | 66% |
| Expense Ratio | 1.44 | 1.49 |
| Manager | Pradeep Kesavan | Ashutosh Bhargava |
| ISIN Code | INF200K01800 | INF204KB16V0 |
| 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.89% | 0.95% |
| 6 Month | 10.55% | 11.27% |
| 1 Year | 15.09% | 15.48% |
| 3 Year | 17.19% | 19.24% |
| 5 Year | 14.86% | 17.24% |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6% | 6.03% |
| 1 Year | 22.78% | 25.09% |
| 3 Year | 17.68% | 20.42% |
| 5 Year | 16.1% | 18.12% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.75% | 14.99% |
| 3 Year | 8.86% | 16.26% |
| 5 Year | 9.38% | 18.02% |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.81% | 7.68% |
| Sharp | 1.58% | 1.61% |
| Beta | 0.76% | - |
| Alpha | 5.12% | - |
Fund Managers
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Ashutosh Bhargava |
| Total AUM | ₹434274 Cr | ₹121448 Cr |
| Funds Managed | 43 | 12 |
| SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 56.37 | 47.36 |
| Large Cap | 21.16 | 35.43 |
| Mid Cap | 8.29 | 11.76 |
| Small Cap | 14.19 | 5.44 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 52.11 | 44.66 |
| Energy | 4.29 | 2.28 |
| Technology | 3.97 | 5.53 |
| Consumer Defensive | 3.74 | 3.34 |
| Consumer Cyclical | 6.37 | 8.04 |
| Financial Services | 15.17 | 17.43 |
| Real Estate | 4.99 | 0.97 |
| Industrials | 2.23 | 6.32 |
| Healthcare | 0.88 | 2.6 |
| Basic Materials | 3.89 | 3.69 |
| Utilities | 1.98 | 3.67 |
| Communication Services | 0.37 | 1.48 |
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