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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) | ₹9819 Cr | ₹1528 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 | 2.54% | 3.74% |
| 6 Month | 12.38% | 13.45% |
| 1 Year | 7.23% | 5.31% |
| 3 Year | 15.71% | 11.38% |
| 5 Year | 14.55% | 13.55% |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.2% | 5.74% |
| 1 Year | 14.75% | 15.84% |
| 3 Year | 15.83% | 14.27% |
| 5 Year | 14.78% | 11.68% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.73% | 9.35% |
| 3 Year | 8.71% | 8.96% |
| 5 Year | 9.35% | 9.1% |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.71% | 8.40% |
| Sharp | 1.19% | 0.43% |
| 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 | 57.77 | 36.31 |
| Large Cap | 20.47 | 45.29 |
| Mid Cap | 7.73 | 9.89 |
| Small Cap | 14.03 | 8.51 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 52.97 | 33.39 |
| Energy | 3.93 | 3.17 |
| Technology | 4.46 | 6.29 |
| Consumer Defensive | 3.86 | 3.09 |
| Consumer Cyclical | 6.46 | 11.41 |
| Financial Services | 13.53 | 21.05 |
| Real Estate | 5.09 | 0.38 |
| Industrials | 2.59 | 7.16 |
| Healthcare | 1.01 | 4.62 |
| Basic Materials | 4.08 | 6.62 |
| Utilities | 1.63 | 1.16 |
| Communication Services | 0.39 | 1.66 |
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