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Kotak Multi Asset Allocation Fund vs Edelweiss 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 Risk | Low to Moderate Risk |
| 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 | -2.17% | 0.74% |
| 6 Month | -5.9% | 3.77% |
| 1 Year | 8.1% | 7.98% |
| 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 | - | - |
| 1 Year | -2.46% | 7.97% |
| 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 |
| Fund Manage | 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 | 30.96 | 59.9 |
| Large Cap | 37.79 | 29.81 |
| Small Cap | 10.71 | 1.35 |
| Mid Cap | 7.87 | 8.93 |
Sector Allocation
| 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 |
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