SBI Multi Asset Allocation Fund vs Nippon India Multi Asset Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹10484 Cr | ₹7759 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.57% | 2.27% |
| 6 Month | 11.17% | 13.46% |
| 1 Year | 11.82% | 15.15% |
| 3 Year | 17.63% | 20.28% |
| 5 Year | 15.52% | 18.75% |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.02% | 4.17% |
| 1 Year | 15.22% | 19.44% |
| 3 Year | 15.31% | 18.81% |
| 5 Year | 14.65% | 17.08% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.69% | 15.31% |
| 3 Year | 8.76% | 16.11% |
| 5 Year | 9.37% | 17.91% |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.84% | 7.68% |
| Sharp | 1.47% | 1.61% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 60.8 | 47.16 |
| Large Cap | 18.81 | 34.99 |
| Mid Cap | 7.13 | 12.47 |
| Small Cap | 13.26 | 5.38 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 56.24 | 44.68 |
| Energy | 3.67 | 2.36 |
| Technology | 4.06 | 5.52 |
| Consumer Defensive | 3.49 | 3.34 |
| Consumer Cyclical | 6.34 | 7.74 |
| Financial Services | 12.45 | 17.36 |
| Real Estate | 5.07 | 1.01 |
| Industrials | 2.08 | 5.99 |
| Healthcare | 0.9 | 2.76 |
| Basic Materials | 3.85 | 4 |
| Utilities | 1.5 | 4.03 |
| Communication Services | 0.36 | 1.21 |
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