SBI Multi Asset Allocation Fund vs Edelweiss Multi Asset Allocation Fund compare

SBI Multi Asset Allocation Fund vs Edelweiss Multi Asset Allocation Fund compare

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SBI Multi Asset Allocation Fund - Regular Plan - Growth

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Edelweiss Multi Asset Allocation Fund - Reg (G)

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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	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)	₹9659 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	-1.17%	0.15%
6 Month	10.27%	3.81%
1 Year	5.69%	7.69%
3 Year	15.58%	-
5 Year	13.86%	-

SIP Return Analysis

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month	2.88%	1.36%
1 Year	10.65%	7.25%
3 Year	15.32%	-
5 Year	14.54%	-

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	55.3	74.34
Large Cap	21.1	20.97
Mid Cap	8.78	4.59
Small Cap	14.83	0.1

Sector Allocation

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	50.69	73.79
Energy	4.1	4.05
Technology	4.59	0.92
Consumer Defensive	4.05	0.49
Consumer Cyclical	7.15	2.97
Financial Services	14.34	7.98
Real Estate	5.3	-
Industrials	2.4	2.58
Healthcare	1.12	0.66
Basic Materials	4.15	2.2
Utilities	1.72	0.13
Communication Services	0.4	4.22

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