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

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SBI Multi Asset Allocation Fund - Regular Plan - Growth

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Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

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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	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)	₹9440 Cr	₹1500 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	-1.32%	0.56%
6 Month	8.76%	9.28%
1 Year	7.56%	4.42%
3 Year	15.98%	10.44%
5 Year	14.03%	13.27%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	3.16%	3.16%
1 Year	9.89%	7.38%
3 Year	14.83%	12.03%
5 Year	14.18%	10.52%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	8.73%	9.35%
3 Year	8.71%	8.96%
5 Year	9.35%	9.1%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	6.66%	8.47%
Sharp	1.37%	0.52%
Beta	-	-
Alpha	-	-

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	55.3	36.31
Large Cap	21.1	45.29
Mid Cap	8.78	9.89
Small Cap	14.83	8.51

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	50.69	33.39
Energy	4.1	3.17
Technology	4.59	6.29
Consumer Defensive	4.05	3.09
Consumer Cyclical	7.15	11.41
Financial Services	14.34	21.05
Real Estate	5.3	0.38
Industrials	2.4	7.16
Healthcare	1.12	4.62
Basic Materials	4.15	6.62
Utilities	1.72	1.16
Communication Services	0.4	1.66