- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹9819 Cr | ₹2143 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 | 2.97% | 0.35% |
| 6 Month | 12.85% | 3.89% |
| 1 Year | 7.55% | 7.74% |
| 3 Year | 16.47% | - |
| 5 Year | 14.63% | - |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 6 Month | 4.2% | 1.31% |
| 1 Year | 14.75% | 7.13% |
| 3 Year | 15.83% | - |
| 5 Year | 14.78% | - |
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 | 6.71% | - |
| Sharp | 1.19% | - |
| 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 | 57.77 | 74.34 |
| Large Cap | 20.47 | 20.97 |
| Mid Cap | 7.73 | 4.59 |
| Small Cap | 14.03 | 0.1 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 52.97 | 73.79 |
| Energy | 3.93 | 4.05 |
| Technology | 4.46 | 0.92 |
| Consumer Defensive | 3.86 | 0.49 |
| Consumer Cyclical | 6.46 | 2.97 |
| Financial Services | 13.53 | 7.98 |
| Real Estate | 5.09 | - |
| Industrials | 2.59 | 2.58 |
| Healthcare | 1.01 | 0.66 |
| Basic Materials | 4.08 | 2.2 |
| Utilities | 1.63 | 0.13 |
| Communication Services | 0.39 | 4.22 |
Top Comparisons
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.92%
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
3Y Returns6.94%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.66%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns6.69%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns15.93%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns16.11%
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
