Quant Multi Asset Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Quant Multi Asset Allocation Fund-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Fund | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Quant Multi Asset Allocation Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | High |
Asset Size (Cr) | ₹4447 Cr | ₹3162 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 31 Jan 2023 | 18 Apr 2001 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) | BSE 200 TRI(65.00), MCX I-COMDEX Composite Index(20.00), CRISIL Short-Term Bond Index(15.00) |
Turn Over | 0.0% | % |
Expense Ratio | 1.85 | 1.88 |
Manager | Dhaval Joshi | Sanjeev Sharma |
ISIN Code | INF209KB12R6 | INF966L01200 |
Exits Load | Aditya Birla Sun Life 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 | Quant Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
1 Month | 3.91% | 3.01% |
6 Month | 14.57% | 14.55% |
1 Year | 7.6% | 3.34% |
3 Year | - | 19.34% |
5 Year | - | 25.49% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
6 Month | 4.22% | 4.58% |
1 Year | 15.47% | 14.16% |
3 Year | - | 19.15% |
5 Year | - | 20.78% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
1 Year | 21.28% | 7.44% |
3 Year | - | 7.5% |
5 Year | - | 8.13% |
Risk Management
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Standard Deviation | - | 13.259% |
Sharp | - | 0.856% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Name | Dhaval Joshi | Sanjeev Sharma |
Total AUM | ₹361932 Cr | ₹39731 Cr |
Funds Managed | 55 | 22 |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Quant Multi Asset Allocation Fund-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Others | 40.33 | 56.37 |
Large Cap | 42.02 | 35.18 |
Mid Cap | 11.89 | 6.03 |
Small Cap | 5.76 | 2.43 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Others | 30.8 | 51.86 |
Energy | 5.03 | 0 |
Technology | 7.66 | 8.85 |
Industrials | 7.16 | 1.07 |
Financial Services | 19.07 | 26.62 |
Consumer Cyclical | 5.37 | 1.53 |
Consumer Defensive | 6.85 | 5.12 |
Basic Materials | 4.18 | - |
Real Estate | 4.09 | 2.35 |
Healthcare | 4.53 | - |
Utilities | 2.07 | 2.6 |
Communication Services | 3.19 | - |
Top Comparisons
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns16.53%
ICICI Prudential Asset Allocator Fund (FOF) - Growth
3Y Returns14.47%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns20.84%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns15.1%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns15.11%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns23.81%
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.29%
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
3Y Returns6.73%