- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Multi Asset Allocation Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Chart Comparison
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 Risk | Very High Risk |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 1 Month | -2.17% | -0.93% |
| 6 Month | -5.9% | -2.43% |
| 1 Year | 8.1% | 10.67% |
| 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 | -2.96% | 1.45% |
| 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 | 23.15% | 23.69% |
| 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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns6.26%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns6.99%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns6.1%
HSBC Short Duration Fund - Regular Growth
3Y Returns5.74%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns16.93%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns14.97%
ITI Ultra Short Duration Fund Regular - Growth
3Y Returns5.7%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.23%
