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

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

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tortoise-icon 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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