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)

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)	₹6089 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	1.75	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	1.62%	0.67%
6 Month	16.63%	4.07%
1 Year	-	7.76%
3 Year	-	-
5 Year	-	-

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month	-	-
1 Year	12.85%	3.47%
3 Year	12.85%	3.75%
5 Year	12.85%	3.75%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year	13.6%	3.81%
3 Year	13.6%	3.81%
5 Year	13.6%	3.81%

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	33.03	59.9
Large Cap	39.62	29.81
Small Cap	10.32	1.35
Mid Cap	5.8	8.93

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	32.97	62.25
Petroleum Products	0	-
IT - Software	5.19	-
Finance	3.51	-
Banks	13.08	-
Diversified FMCG	3.58	-
Printing & Publication	0.39	-
Healthcare Services	1.15	-
Cement & Cement Products	1.49	-
Ferrous Metals	0.54	-
Insurance	1.19	-
Construction	0.33	-0.01
Gas	1.68	-
Automobiles	7.42	-
Entertainment	2.23	-
Realty	0	-
Auto Components	2.25	-
Leisure Services	0.29	-
Telecom - Services	1.49	-
Pharmaceuticals & Biotechnology	0	-
Metals & Minerals Trading	0	-
Consumable Fuels	-0.01	-
Non - Ferrous Metals	0	-
Personal Products	1.06	-
Minerals & Mining	-0.01	-
Power	3.48	-
Transport Services	0	-
Transport Infrastructure	-0.02	-
Retailing	1.38	-
Capital Markets	0.81	-
Industrial Manufacturing	2.18	-
Beverages	1.12	-
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