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

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tortoise-icon Kotak Multi Asset Allocation Fund - Regular (G)

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tortoise-icon 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) ₹7485 Cr ₹3664 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

Trailing Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Month -2.12% -1.86%
6 Month -2.9% -0.78%
1 Year 12.87% 13.61%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
6 Month - -
1 Year 4.93% 7.46%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Year 29.46% 24.68%
3 Year - -
5 Year - -

Risk Management

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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Fund Managers

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
Fund Manage 33 55
Kotak Multi Asset Allocation Fund - Regular (G) Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Market Cap

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Others 30.96 34.84
Large Cap 37.79 43.67
Small Cap 10.71 10.76
Mid Cap 7.87 10.72

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Others 30.96 5.16
Petroleum Products 0 -
IT - Software 8.11 -
Personal Products 1.42 -
Finance 3.33 -
Banks 6.48 -
Diversified FMCG 5.54 -
Printing & Publication 0.31 -
Healthcare Services 1.27 -
Cement & Cement Products 1.21 -
Insurance 0.92 1.51
Construction 0.29 4.83
Ferrous Metals 0 -
Gas 1.59 -
Automobiles 7.07 -
Entertainment 2.12 -
Diversified Metals 0 -
Realty 0 -
Consumer Durables 0.51 -
Auto Components 2.18 -
Leisure Services 2.15 -
Retailing 2.66 -
Telecom - Services 1.52 -
Pharmaceuticals & Biotechnology 0 -
Metals & Minerals Trading 0 -
Consumable Fuels 0 -
Non - Ferrous Metals 0 -
Minerals & Mining 0 -
Power 3.53 -
Transport Services 0.68 -
Transport Infrastructure -0.02 -
Capital Markets 0.8 -
Industrial Manufacturing 1.6 -
Beverages 1.1 -
Consumer Staples - 4.42
Metals & Mining - 2.36
Automobile - 4.69
Consumer Discretionary - 2.53
Financial - 26.39
Energy - 8.06
Sovereign - 0.87
Technology - 4.7
Materials - 1.86
Healthcare - 4.47
Services - 4.76
Capital Goods - 6.34
Communication - 1.7
Chemicals - 1.07
Unclassified - 14.27

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