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
| 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 | High |
| Asset Size (Cr) | ₹6089 Cr | ₹5302 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 50 TRI | NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold |
| Turn Over | % | 252% |
| Expense Ratio | 1.75 | 1.49 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174KA1PA0 | INF200K01800 |
| Exits Load | Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months/365 |
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.62% | 0.87% |
| 6 Month | 16.63% | 12.64% |
| 1 Year | - | 26.82% |
| 3 Year | - | 15.6% |
| 5 Year | - | 15.04% |
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.85% | 12.3% |
| 3 Year | 12.85% | 31.24% |
| 5 Year | 12.85% | 50.02% |
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.6% | 14.44% |
| 3 Year | 13.6% | 37.74% |
| 5 Year | 13.6% | 52.8% |
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 6.81% |
| Sharp | - | 1.21% |
| Beta | - | 0.63% |
| Alpha | - | 4.59% |
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| 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 |
| Fund Manage | 33 | 43 |
| Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.03 | 62.93 |
| Large Cap | 39.62 | 15.06 |
| Small Cap | 10.32 | 13.51 |
| Mid Cap | 5.8 | 8.5 |
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.97 | 13.75 |
| 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 | 2.14 |
| Construction | 0.33 | 7.15 |
| 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 | - |
| Sovereign | - | 8.41 |
| Technology | - | 2.82 |
| Materials | - | 1.41 |
| Financial | - | 22.7 |
| Services | - | 5.92 |
| Healthcare | - | 2.6 |
| Capital Goods | - | 1.5 |
| Consumer Discretionary | - | 1.63 |
| Consumer Staples | - | 3.59 |
| Metals & Mining | - | 3.08 |
| Energy | - | 4.03 |
| Communication | - | 2.76 |
| Chemicals | - | 0.26 |
| Unclassified | - | 16.25 |
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