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)	₹12012 Cr	₹2432 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	3.22%	0.07%
6 Month	10.77%	2.44%
1 Year	18.5%	6.93%
3 Year	19.03%	-
5 Year	14.92%	-

SIP Return Analysis

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month	5.71%	1.1%
1 Year	22.83%	5.74%
3 Year	17.83%	-
5 Year	16.3%	-

Rolling Lumpsum Returns

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year	8.76%	8.03%
3 Year	8.88%	-
5 Year	9.39%	-

Risk Management

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Standard Deviation	6.81%	-
Sharp	1.56%	-
Beta	0.76%	-
Alpha	5.21%	-

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	57.3	72.49
Large Cap	20.34	19.51
Mid Cap	8.61	7.69
Small Cap	13.75	0.3

Sector Allocation

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	52.86	72.02
Energy	4.1	3.4
Technology	3.89	1.15
Consumer Defensive	3.51	0.54
Consumer Cyclical	6.29	2.57
Financial Services	15.42	8.98
Real Estate	4.68	0.21
Industrials	2.19	2.09
Healthcare	1.18	1.43
Basic Materials	3.76	2.76
Utilities	1.79	0.19
Communication Services	0.35	4.66

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