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Kotak Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7680 Cr | ₹7141 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 22 Sep 2023 | 21 Dec 2005 |
| 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) | NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold |
| Turn Over | % | 252% |
| Expense Ratio | 1.73 | 1.44 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174KA1PA0 | INF200K01800 |
| 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 | SBI 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) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.93% | 2.78% |
| 6 Month | -3.35% | -0.2% |
| 1 Year | 8.14% | 9.32% |
| 3 Year | - | 13.89% |
| 5 Year | - | 14.96% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.03% | 1.73% |
| 1 Year | -2.21% | 3.33% |
| 3 Year | - | 14.75% |
| 5 Year | - | 13.95% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.15% | 8.69% |
| 3 Year | - | 8.58% |
| 5 Year | - | 9.29% |
Risk Management
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.531% |
| Sharp | - | 0.827% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 33 | 43 |
| Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.2 | 66.25 |
| Large Cap | 45.85 | 18.14 |
| Small Cap | 13.18 | 12.18 |
| Mid Cap | 7.77 | 3.43 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.95 | 66.25 |
| Energy | 0.41 | 2.19 |
| Technology | 9.06 | 6.28 |
| Consumer Cyclical | 15.86 | 4.98 |
| Consumer Defensive | 7.31 | 2.57 |
| Financial Services | 13.26 | 9.69 |
| Utilities | 6.7 | 1.5 |
| Healthcare | 1.91 | 0.9 |
| Communication Services | 5.19 | 0.49 |
| Basic Materials | 2.68 | 1.91 |
| Industrials | 4.47 | 2.53 |
| Real Estate | 0.2 | 0.71 |
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