Edelweiss Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
Edelweiss Multi Asset Allocation Fund - Reg (G)
Chart Comparison
Overview
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Fund | Kotak Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low to Moderate |
Asset Size (Cr) | ₹7680 Cr | ₹1479 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 22 Sep 2023 | 23 Jun 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) | CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
Turn Over | % | % |
Expense Ratio | 1.73 | 0.72 |
Manager | Abhishek Bisen | Dhawal Dalal |
ISIN Code | INF174KA1PA0 | INF754K01RO7 |
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 | Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
1 Month | 5.02% | 0.89% |
6 Month | -8.02% | 3.93% |
1 Year | 7.89% | 8.26% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
6 Month | -3.07% | 2.43% |
1 Year | -4.59% | 8.3% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
1 Year | 23.15% | 7.88% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Name | Abhishek Bisen | Dhawal Dalal |
Total AUM | ₹0 Cr | ₹25974 Cr |
Funds Managed | 33 | 12 |
Kotak Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Market Cap
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Others | 33.2 | 71.58 |
Large Cap | 45.85 | 21.12 |
Small Cap | 13.18 | 0.4 |
Mid Cap | 7.77 | 6.91 |
Sector Allocation
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Others | 32.95 | 71.04 |
Energy | 0.41 | 5.91 |
Technology | 9.06 | 1.65 |
Consumer Cyclical | 15.86 | 2.25 |
Consumer Defensive | 7.31 | 0.19 |
Financial Services | 13.26 | 9.73 |
Utilities | 6.7 | 0.04 |
Healthcare | 1.91 | 0.79 |
Communication Services | 5.19 | 3.58 |
Basic Materials | 2.68 | 2.56 |
Industrials | 4.47 | 2.08 |
Real Estate | 0.2 | 0.18 |
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