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)	₹12012 Cr	₹5213 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	1.88%	2.63%
6 Month	10.2%	10.2%
1 Year	15.12%	14.86%
3 Year	17.53%	-
5 Year	14.8%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
6 Month	5.97%	6.1%
1 Year	24.13%	24.94%
3 Year	17.97%	-
5 Year	16.24%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Year	8.75%	20.47%
3 Year	8.86%	-
5 Year	9.38%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Standard Deviation	6.78%	-
Sharp	1.44%	-
Beta	0.76%	-
Alpha	5.21%	-

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	57.15	39.67
Large Cap	20.74	42.62
Mid Cap	8.26	12.38
Small Cap	13.84	5.33

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Others	52.63	30
Energy	4.23	5.73
Technology	3.89	7.54
Consumer Defensive	3.62	5.95
Consumer Cyclical	6.24	6.53
Financial Services	15.4	19.56
Real Estate	4.75	4.02
Industrials	2.13	7.47
Healthcare	0.9	4.02
Basic Materials	3.95	4.17
Utilities	1.9	1.92
Communication Services	0.36	3.1