Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon SBI Multi Asset Allocation Fund - Regular Plan - Growth

Invest Now

tortoise-icon Edelweiss Multi Asset Allocation Fund - Reg (G)

Invest Now

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) ₹7141 Cr ₹1479 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 2.71% 0.47%
6 Month 4.58% 4.35%
1 Year 9.02% 8.55%
3 Year 17.93% -
5 Year 15.24% -

SIP Return Analysis

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month 6.49% 2.25%
1 Year 12.19% 8.74%
3 Year 16.39% -
5 Year 14.92% -

Rolling Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year 8.71% 8.01%
3 Year 8.65% -
5 Year 9.32% -

Risk Management

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
Standard Deviation 7.531% -
Sharp 0.827% -
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 66.25 71.58
Large Cap 18.14 21.12
Small Cap 12.18 0.4
Mid Cap 3.43 6.91

Sector Allocation

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 66.25 71.04
Energy 2.19 5.91
Technology 6.28 1.65
Consumer Defensive 2.57 0.19
Financial Services 9.69 9.73
Industrials 2.53 2.08
Consumer Cyclical 4.98 2.25
Healthcare 0.9 0.79
Basic Materials 1.91 2.56
Utilities 1.5 0.04
Communication Services 0.49 3.58
Real Estate 0.71 0.18

Top Comparisons

ICICI Prudential Money Market Fund Option - Growth ICICI Prudential Money Market Fund Option - Growth

3Y Returns7.44%

VS

Kotak Money Market Fund - (Growth) Kotak Money Market Fund - (Growth)

3Y Returns7.4%

Compare Now

SBI Magnum Midcap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth

3Y Returns22.58%

VS

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns31.45%

Compare Now

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

3Y Returns15.81%

VS

Tata Hybrid Equity Fund- Regular Plan - Growth Option Tata Hybrid Equity Fund- Regular Plan - Growth Option

3Y Returns15.28%

Compare Now

Mahindra Manulife Equity Savings Fund - Regular Plan - Growth Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

3Y Returns10.84%

VS

HSBC Equity Savings Fund - Regular Growth HSBC Equity Savings Fund - Regular Growth

3Y Returns13.17%

Compare Now
Add to Cart Successfully