SBI Multi Asset Allocation Fund vs Axis Multi Asset Allocation Fund compare

Link copied to clipboard!

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Invest Now

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Invest Now

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	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)	₹11306 Cr	₹1705 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

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	2.3%	1.87%
6 Month	10.13%	9.53%
1 Year	14.75%	10.81%
3 Year	17.16%	12.96%
5 Year	14.84%	12.14%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	6.17%	5.8%
1 Year	23.48%	22.18%
3 Year	17.63%	15.72%
5 Year	16.04%	12.5%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	8.75%	9.28%
3 Year	8.86%	9.06%
5 Year	9.38%	9.21%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	6.78%	8.25%
Sharp	1.44%	0.75%
Beta	0.76%	0.96%
Alpha	5.21%	0.24%

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

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	56.83	28.58
Large Cap	19.59	49.4
Mid Cap	9.42	10.34
Small Cap	14.69	11.66

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	52.64	27.36
Petroleum Products	3.73	1.27
IT - Software	3.47	4.2
Personal Products	2.1	0.67
Retailing	1.64	5.74
Capital Markets	0.43	0.85
Banks	9.85	11.7
Realty	4.99	1.97
Consumer Durables	1.04	2.82
Pharmaceuticals & Biotechnology	0.88	3.63
Leisure Services	1.56	0.65
Insurance	1.23	0.63
Ferrous Metals	0.68	0.99
Cement & Cement Products	1.01	1.17
Finance	1.72	4.02
Gas	1.19	-
IT - Services	0.44	0.46
Diversified FMCG	1.41	1.4
Entertainment	0.08	-
Oil	0.56	-
Construction	1.18	2.55
Auto Components	0.7	2.97
Transport Services	0.93	0.75
Telecom - Services	0.29	2.44
Financial Technology (Fintech)	1.93	-
Power	0.8	0.68
Fertilizers & Agrochemicals	0.63	0.98
Beverages	0.23	0.39
Textiles & Apparels	1.62	-
Chemicals & Petrochemicals	1.57	1.79
Healthcare Services	-	1.81
Non - Ferrous Metals	-	0.77
Automobiles	-	6.71
Aerospace & Defense	-	1.05
Electrical Equipment	-	2.77
Industrial Manufacturing	-	1.98
Agricultural Food & other Products	-	0.43
Food Products	-	0.69
Industrial Products	-	1.37
Household Products	-	0.32