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SBI Multi Asset Allocation Fund vs Edelweiss Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Edelweiss Multi Asset Allocation Fund - Reg (G)
Chart Comparison
Overview
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Fund | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low to Moderate |
| Asset Size (Cr) | ₹9312 Cr | ₹1879 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 21 Dec 2005 | 23 Jun 2023 |
| 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 | CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
| Turn Over | 252% | % |
| Expense Ratio | 1.44 | 0.72 |
| Manager | Pradeep Kesavan | Dhawal Dalal |
| ISIN Code | INF200K01800 | INF754K01RO7 |
| 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 | Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Month | -1.39% | 0.42% |
| 6 Month | 6.1% | 4.09% |
| 1 Year | 8.72% | 8.23% |
| 3 Year | 15.97% | - |
| 5 Year | 13.75% | - |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 6 Month | 4.17% | 1.85% |
| 1 Year | 10.24% | 8.1% |
| 3 Year | 15.15% | - |
| 5 Year | 14.37% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Year | 8.73% | 8.07% |
| 3 Year | 8.71% | - |
| 5 Year | 9.35% | - |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Standard Deviation | 6.66% | - |
| Sharp | 1.37% | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Name | Pradeep Kesavan | Dhawal Dalal |
| Total AUM | ₹434274 Cr | ₹25974 Cr |
| Funds Managed | 43 | 12 |
| SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Market Cap
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 55.96 | 72.1 |
| Large Cap | 21.15 | 22.11 |
| Mid Cap | 7.02 | 5.32 |
| Small Cap | 15.87 | 0.47 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 51.36 | 71.41 |
| Energy | 4.37 | 5.17 |
| Technology | 4.9 | 0.75 |
| Consumer Defensive | 4.18 | 0.57 |
| Consumer Cyclical | 7.29 | 2.78 |
| Financial Services | 12.66 | 8.65 |
| Real Estate | 5.29 | - |
| Industrials | 2.5 | 2.83 |
| Healthcare | 1.57 | 0.92 |
| Basic Materials | 3.62 | 2.89 |
| Utilities | 1.84 | 0.04 |
| Communication Services | 0.41 | 3.98 |
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