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SBI Multi Asset Allocation Fund vs Axis Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹10484 Cr | ₹1612 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 Dec 2005 | 23 Aug 2010 |
| 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 | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
| Turn Over | 252% | 64.15% |
| Expense Ratio | 1.44 | 2.1 |
| Manager | Pradeep Kesavan | R Sivakumar |
| ISIN Code | INF200K01800 | INF846K01768 |
| 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 | Axis 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 | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.38% | 4.12% |
| 6 Month | 12.38% | 13.94% |
| 1 Year | 11.49% | 10.8% |
| 3 Year | 18.01% | 14.29% |
| 5 Year | 15.55% | 14.63% |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.67% | 7.92% |
| 1 Year | 21.06% | 24.32% |
| 3 Year | 17.37% | 16.66% |
| 5 Year | 15.82% | 13.06% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.69% | 9.25% |
| 3 Year | 8.76% | 9.02% |
| 5 Year | 9.37% | 9.15% |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.78% | 8.16% |
| Sharp | 1.35% | 0.69% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | R Sivakumar |
| Total AUM | ₹434274 Cr | ₹9709 Cr |
| Funds Managed | 43 | 10 |
| SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 60.8 | 37.73 |
| Large Cap | 18.81 | 43.29 |
| Mid Cap | 7.13 | 11.61 |
| Small Cap | 13.26 | 7.36 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 56.24 | 32.54 |
| Energy | 3.67 | 1.39 |
| Technology | 4.06 | 5.69 |
| Consumer Defensive | 3.49 | 3.23 |
| Consumer Cyclical | 6.34 | 15.75 |
| Financial Services | 12.45 | 17.45 |
| Real Estate | 5.07 | 2.16 |
| Industrials | 2.08 | 8.98 |
| Healthcare | 0.9 | 4.27 |
| Basic Materials | 3.85 | 5.06 |
| Utilities | 1.5 | 0.61 |
| Communication Services | 0.36 | 2.87 |
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