SBI Multi Asset Allocation Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare

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SBI Multi Asset Allocation Fund - Regular Plan - Growth

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Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Fund	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹13033 Cr	₹5589 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹500
Launch Date	21 Dec 2005	31 Jan 2023
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(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)
Turn Over	252%	0.0%
Expense Ratio	1.44	1.85
Manager	Pradeep Kesavan	Dhaval Joshi
ISIN Code	INF200K01800	INF209KB12R6
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	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

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Month	3.79%	5.33%
6 Month	14.2%	16.88%
1 Year	24.59%	27.63%
3 Year	20.46%	-
5 Year	15.96%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
6 Month	6.21%	6.65%
1 Year	23.49%	25.07%
3 Year	18.1%	-
5 Year	16.61%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Year	8.78%	17.37%
3 Year	8.94%	-
5 Year	9.4%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Standard Deviation	6.81%	-
Sharp	1.73%	-
Beta	0.76%	-
Alpha	5.63%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Name	Pradeep Kesavan	Dhaval Joshi
Total AUM	₹434274 Cr	₹361932 Cr
Funds Managed	43	55
	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Others	61.03	43.02
Large Cap	18.41	40.74
Mid Cap	8.02	11.96
Small Cap	12.54	4.28

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Others	54.92	32.39
Energy	3.81	5.28
Technology	3.61	6.35
Consumer Defensive	3.18	5.67
Consumer Cyclical	5.57	6.75
Financial Services	13.68	21.12
Real Estate	6.21	4.31
Industrials	2.21	6.12
Healthcare	1.08	3.89
Basic Materials	3.79	3.62
Utilities	1.61	1.67
Communication Services	0.32	2.83