Kotak Multi Asset Allocation Fund vs Aditya Birla Sun Life 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) ₹6089 Cr ₹3404 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
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 50 TRI BSE 200 (65), CRISIL Short-Term Bond Index (25), Domestic Price of Silver (5), Domestic Price of Gol
Turn Over % 0.0%
Expense Ratio 1.75 1.86
Manager Abhishek Bisen Dhaval Joshi
ISIN Code INF174KA1PA0 INF209KB12R6
Exits Load Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 1%, if redeemed within 365 days./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 1.62% 1.11%
6 Month 16.63% 15.08%
1 Year - 25.83%
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 12.85% 12.36%
3 Year 12.85% 17.51%
5 Year 12.85% 17.51%

Rolling Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Year 13.6% 17.19%
3 Year 13.6% 19.87%
5 Year 13.6% 19.87%

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 33.03 34.84
Large Cap 39.62 43.67
Small Cap 10.32 10.76
Mid Cap 5.8 10.72

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Others 32.97 5.16
Banks 13.08 -
Automobiles 7.42 -
Power 3.48 -
Transport Infrastructure -0.02 -
Finance 3.51 -
Cement & Cement Products 1.49 -
Diversified FMCG 3.58 -
Auto Components 2.25 -
Gas 1.68 -
Industrial Manufacturing 2.18 -
IT - Software 5.19 -
Telecom - Services 1.49 -
Retailing 1.38 -
Insurance 1.19 1.51
Beverages 1.12 -
Personal Products 1.06 -
Minerals & Mining -0.01 -
Healthcare Services 1.15 -
Entertainment 2.23 -
Capital Markets 0.81 -
Consumable Fuels -0.01 -
Ferrous Metals 0.54 -
Printing & Publication 0.39 -
Realty 0 -
Petroleum Products 0 -
Leisure Services 0.29 -
Construction 0.33 4.83
Non - Ferrous Metals 0 -
Metals & Minerals Trading 0 -
Transport Services 0 -
Pharmaceuticals & Biotechnology 0 -
Unclassified - 14.27
Financial - 26.39
Energy - 8.06
Technology - 4.7
Communication - 1.7
Automobile - 4.69
Consumer Discretionary - 2.53
Capital Goods - 6.34
Consumer Staples - 4.42
Healthcare - 4.47
Metals & Mining - 2.36
Chemicals - 1.07
Services - 4.76
Materials - 1.86
Sovereign - 0.87

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