Kotak Multi Asset Allocation Fund vs Edelweiss Multi Asset Allocation Fund compare

Kotak Multi Asset Allocation Fund - Regular (G)

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Edelweiss Multi Asset Allocation Fund - Reg (G)

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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)	₹0 Cr	₹0 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 50 TRI	Nifty 5yr Benchmark G-Sec Index (50), NIFTY 500 TRI (40), Domestic Price of Gold (5), Domestic Price
Turn Over	%	%
Expense Ratio	1.73	0.71
Manager	Abhishek Bisen	Dhawal Dalal
ISIN Code	INF174KA1PA0	INF754K01RO7
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 0.1%, if redeemed within 30 days./365

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month	-3.34%	0.6%
6 Month	5.57%	4.51%
1 Year	23.36%	8.07%
3 Year	-	-
5 Year	-	-

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month	-	-
1 Year	16.87%	8.04%
3 Year	-	-
5 Year	-	-

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year	29.46%	7.79%
3 Year	-	-
5 Year	-	-

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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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
Fund Manage	33	12
	Kotak Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	30.96	59.9
Large Cap	37.79	29.81
Small Cap	10.71	1.35
Mid Cap	7.87	8.93

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	30.96	62.25
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	-
Construction	0.29	-0.01
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	-
Energy	-	-0.05
Materials	-	-0.01
Healthcare	-	1.3877787807814E-16
Automobile	-	-0.01
Technology	-	-1.3877787807814E-17
Financial	-	22.52
Metals & Mining	-	0
Consumer Staples	-	0
Communication	-	-0.04
Services	-	4.4408920985006E-16
Capital Goods	-	-0.04
Consumer Discretionary	-	-0.01
Sovereign	-	15.39