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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) | ₹8395 Cr | ₹1436 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 | 2.64% | 1.51% |
| 6 Month | 7.42% | 3.59% |
| 1 Year | 8.78% | 6.65% |
| 3 Year | 18.43% | 13.81% |
| 5 Year | 15.09% | 14.54% |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.35% | 6.76% |
| 1 Year | 14.44% | 10.18% |
| 3 Year | 17.28% | 13.79% |
| 5 Year | 15.49% | 11.73% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.71% | 9.42% |
| 3 Year | 8.65% | 8.9% |
| 5 Year | 9.32% | 9.02% |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.39% | 10.00% |
| Sharp | 1.24% | 0.50% |
| Beta | - | - |
| Alpha | - | - |
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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 | 57.76 | 34.17 |
| Large Cap | 22.61 | 50.14 |
| Small Cap | 14.58 | 8.05 |
| Mid Cap | 5.06 | 7.64 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 52.77 | 32.61 |
| Energy | 4.57 | 3.82 |
| Technology | 5.53 | 6.12 |
| Consumer Defensive | 4.38 | 3.29 |
| Financial Services | 12.67 | 22.76 |
| Real Estate | 5.63 | 0.77 |
| Industrials | 2.53 | 7.95 |
| Consumer Cyclical | 6.15 | 9.64 |
| Healthcare | 1.49 | 3.84 |
| Basic Materials | 1.94 | 6.31 |
| Utilities | 1.92 | 1.2 |
| Communication Services | 0.43 | 1.68 |
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