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Compare Mutual Funds
Comparing SBI Multi Asset Allocation Fund vs Aditya Birla Sun Life Financial Planning FOF Aggressive PlanComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - hybrid, multi asset allocation
- hybrid, multi asset allocation
- Fund Age
- 19 yrs 8 m
- 12 yrs 7 m
- Fund Size
- ₹8,395 Cr
- ₹221 Cr
- 3 months
- 4.27%
- 3.5%
- 6 months
- 7.23%
- 7.51%
- 1 year
- 8.4%
- 5.3%
- 3 year
- 16.03%
- 17.2%
- 5 year
- 14.0%
- 18.65%
- Standard Deviation
- 6.66
- 9.88
- Sharpe
- 1.39
- 1.08
- Beta
- 0.66
- 1.05
- Sortino
- 2.52
- 1.54
- Alpha
- 3.97
- 2.15
- Top 3 sectors
- Unclassified (11.4%)
- Financial (9.65%)
- Services (6.8100000000000005%)
- Unclassified (99.20000000000002%)
- Top 5 holdings
- GOI (5.0%)
- SBI Silver ETF-Growth (4.76%)
- SBI Gold ETF (3.64%)
- HDFC Bank Ltd. (3.08%)
- Nippon India Silver ETF - Growth (3.0%)
- Nippon India Growth Mid Cap Fund Direct- Growth (15.34%)
- Aditya Birla Sun Life Flexi Cap Fund Direct-Growth (14.98%)
- ICICI Prudential Large Cap Fund Direct-Growth (14.85%)
- Kotak Multicap Fund Direct - Growth (14.4%)
- HDFC Large and Mid Cap Fund Direct- Growth (14.03%)
- Equity%
- 42.47%
- 72.291473%
- Debt%
- 37.750001%
- 15.503411%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- 7.61%
- NA
- Modified Duration
- 4.05 yrs
- NA
- Avg. Maturity
- 6.56 yrs
- NA
- Avg. Credit Quality
- Low (AA+)
- Low (AAA)
- Expense Ratio
- 1.44%
- 0.35%
- Exit Load
- 1.0% know more
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- CRISIL Hybrid 35+65 Aggressive Index
- Min. Investment
- SIP ₹500 & Lumpsum ₹5000
- SIP ₹1000 & Lumpsum ₹1000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Dinesh Balachandran
- Mansi Sajeja
- Vandna Soni
- Vinod Bhat
