Quant Multi Asset Fund vs SBI Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Quant Multi Asset Allocation Fund-Growth
Chart Comparison
Overview
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Fund | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Quant Multi Asset Allocation Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | High |
Asset Size (Cr) | ₹9440 Cr | ₹3162 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Dec 2005 | 18 Apr 2001 |
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 | BSE 200 TRI(65.00), MCX I-COMDEX Composite Index(20.00), CRISIL Short-Term Bond Index(15.00) |
Turn Over | 252% | % |
Expense Ratio | 1.44 | 1.88 |
Manager | Pradeep Kesavan | Sanjeev Sharma |
ISIN Code | INF200K01800 | INF966L01200 |
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 | 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 | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
1 Month | -1.7% | -1.3% |
6 Month | 8.38% | 11.26% |
1 Year | 8.44% | 8.08% |
3 Year | 15.78% | 20.04% |
5 Year | 13.98% | 25.07% |
SIP Return Analysis
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
6 Month | 4.05% | 5.38% |
1 Year | 9.94% | 8.79% |
3 Year | 14.8% | 18.22% |
5 Year | 14.14% | 20.52% |
Rolling Lumpsum Returns
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
1 Year | 8.73% | 7.44% |
3 Year | 8.71% | 7.5% |
5 Year | 9.35% | 8.13% |
Risk Management
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Standard Deviation | 6.66% | 13.259% |
Sharp | 1.37% | 0.856% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Name | Pradeep Kesavan | Sanjeev Sharma |
Total AUM | ₹434274 Cr | ₹39731 Cr |
Funds Managed | 43 | 22 |
SBI Multi Asset Allocation Fund - Regular Plan - Growth | Quant Multi Asset Allocation Fund-Growth |
Market Cap
Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Others | 55.3 | 58.96 |
Large Cap | 21.1 | 32.08 |
Mid Cap | 8.78 | 6.26 |
Small Cap | 14.83 | 2.69 |
Sector Allocation
Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Others | 50.69 | 55.09 |
Energy | 4.1 | 0.99 |
Technology | 4.59 | 6.26 |
Consumer Defensive | 4.05 | 3.21 |
Consumer Cyclical | 7.15 | 1.69 |
Financial Services | 14.34 | 27.2 |
Real Estate | 5.3 | 1.72 |
Industrials | 2.4 | 1.08 |
Healthcare | 1.12 | - |
Basic Materials | 4.15 | - |
Utilities | 1.72 | 2.76 |
Communication Services | 0.4 | - |
Top Comparisons
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns16.39%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns21.38%
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
3Y Returns12.1%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns21.75%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.19%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns12.8%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns15.98%