SBI Multi Asset Allocation Fund vs Nippon India Multi Asset Fund compare

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SBI Multi Asset Allocation Fund - Regular Plan - Growth

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Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

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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	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹12012 Cr	₹9601 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	21 Dec 2005	27 Aug 2020
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,MSCI World,Domestic Price of Gold,BSE 500 TRI
Turn Over	252%	66%
Expense Ratio	1.44	1.49
Manager	Pradeep Kesavan	Ashutosh Bhargava
ISIN Code	INF200K01800	INF204KB16V0
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	Nippon India Multi Asset Allocation Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	1.87%	1.41%
6 Month	10.33%	11.45%
1 Year	16.86%	17.57%
3 Year	17.59%	20.08%
5 Year	14.65%	16.66%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	5.71%	4.72%
1 Year	22.83%	22.99%
3 Year	17.83%	20.08%
5 Year	16.3%	18.07%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	8.76%	14.99%
3 Year	8.88%	16.33%
5 Year	9.39%	17.86%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	6.81%	7.59%
Sharp	1.56%	1.54%
Beta	0.76%	-
Alpha	5.21%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Name	Pradeep Kesavan	Ashutosh Bhargava
Total AUM	₹434274 Cr	₹121448 Cr
Funds Managed	43	12
	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	57.3	47.35
Large Cap	20.34	35.86
Mid Cap	8.61	11.28
Small Cap	13.75	5.51

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	52.86	44.39
Energy	4.1	2.67
Technology	3.89	5.94
Consumer Defensive	3.51	3
Consumer Cyclical	6.29	8.46
Financial Services	15.42	17.6
Real Estate	4.68	0.91
Industrials	2.19	6.3
Healthcare	1.18	2.65
Basic Materials	3.76	3.5
Utilities	1.79	3.19
Communication Services	0.35	1.37