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)	₹9819 Cr	₹6959 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	2.54%	3.59%
6 Month	12.38%	16.68%
1 Year	7.23%	10.62%
3 Year	15.71%	19.09%
5 Year	14.55%	17.81%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	4.2%	6.01%
1 Year	14.75%	19.61%
3 Year	15.83%	19.51%
5 Year	14.78%	17.29%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	8.73%	15.7%
3 Year	8.71%	15.95%
5 Year	9.35%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	6.71%	8.15%
Sharp	1.19%	1.26%
Beta	-	-
Alpha	-	-

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	57.77	43.78
Large Cap	20.47	36.41
Mid Cap	7.73	13.02
Small Cap	14.03	6.79

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	52.97	41.77
Energy	3.93	3.7
Technology	4.46	4.72
Consumer Defensive	3.86	2.93
Consumer Cyclical	6.46	6.61
Financial Services	13.53	19.26
Real Estate	5.09	1.27
Industrials	2.59	7.56
Healthcare	1.01	3
Basic Materials	4.08	3.53
Utilities	1.63	4.23
Communication Services	0.39	1.44