Aditya Birla Sun Life Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare

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Kotak Multi Asset Allocation Fund - Regular (G)

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Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Fund	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹7680 Cr	₹3710 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹500
Launch Date	22 Sep 2023	31 Jan 2023
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI(65.00), NIFTY Short Duration Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)	BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)
Turn Over	%	0.0%
Expense Ratio	1.73	1.85
Manager	Abhishek Bisen	Dhaval Joshi
ISIN Code	INF174KA1PA0	INF209KB12R6
Exits Load	Kotak 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	Aditya Birla Sun Life 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

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Month	4.93%	5.49%
6 Month	-7.52%	-4.33%
1 Year	7.89%	12.53%
3 Year	-	-
5 Year	-	-

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
6 Month	-3.07%	0.09%
1 Year	-4.59%	2.54%
3 Year	-	-
5 Year	-	-

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Year	23.15%	23.69%
3 Year	-	-
5 Year	-	-

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Standard Deviation	-	-
Sharp	-	-
Beta	-	-
Alpha	-	-

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Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Name	Abhishek Bisen	Dhaval Joshi
Total AUM	₹0 Cr	₹361932 Cr
Funds Managed	33	55
	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Others	33.2	35.73
Large Cap	45.85	42.47
Small Cap	13.18	8.29
Mid Cap	7.77	13.5

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Others	32.95	31.66
Energy	0.41	5.67
Technology	9.06	7.27
Consumer Cyclical	15.86	8.83
Consumer Defensive	7.31	5.21
Financial Services	13.26	17.46
Utilities	6.7	2.33
Healthcare	1.91	5.95
Communication Services	5.19	2.46
Basic Materials	2.68	2.63
Industrials	4.47	7.39
Real Estate	0.2	3.14