Kotak Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹0 Cr | ₹2418 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 22 Sep 2023 | 19 Nov 2008 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI | CRISIL Composite Bond TRI,Domestic Price of Gold,BSE 200 TRI |
| Turn Over | % | 270% |
| Expense Ratio | 1.73 | 1.97 |
| Manager | Abhishek Bisen | Sunil Madhukar Patil |
| ISIN Code | INF174KA1PA0 | INF789F01AP6 |
| 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 1% if units in excess of 10% are redeemed or switched-out within 12 months/365 |
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.29% | -4.96% |
| 6 Month | 9.06% | 5.81% |
| 1 Year | 27.06% | 28.68% |
| 3 Year | - | 16.11% |
| 5 Year | - | 15.19% |
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.87% | 18.22% |
| 3 Year | - | 23.28% |
| 5 Year | - | 19.08% |
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 29.46% | 9.18% |
| 3 Year | - | 8.65% |
| 5 Year | - | 8.12% |
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.04% |
| Sharp | - | 1.17% |
| Beta | - | 0.91% |
| Alpha | - | 7.01% |
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| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Sunil Madhukar Patil |
| Total AUM | ₹0 Cr | ₹6910 Cr |
| Fund Manage | 33 | 4 |
| Kotak Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.96 | 34.26 |
| Large Cap | 35.63 | 50.46 |
| Small Cap | 10.6 | 1.38 |
| Mid Cap | 7.71 | 13.9 |
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.9 | 21.56 |
| Petroleum Products | -0.01 | - |
| IT - Software | 7.71 | - |
| Personal Products | 1.56 | - |
| Finance | 3.5 | - |
| Banks | 6.66 | - |
| Diversified FMCG | 3.69 | - |
| Printing & Publication | 0.34 | - |
| Healthcare Services | 1.22 | - |
| Cement & Cement Products | 1.23 | - |
| Insurance | 1.02 | 0.87 |
| Construction | 0.31 | 3.66 |
| Ferrous Metals | 0 | - |
| Gas | 1.63 | - |
| Automobiles | 6.71 | - |
| Entertainment | 2.04 | - |
| Diversified Metals | 0 | - |
| Realty | -0.01 | - |
| Consumer Durables | 0.49 | - |
| Auto Components | 2.16 | - |
| Leisure Services | 1.66 | - |
| Retailing | 2.69 | - |
| Telecom - Services | 1.45 | - |
| Pharmaceuticals & Biotechnology | 0 | - |
| Metals & Minerals Trading | 0 | - |
| Consumable Fuels | 0 | - |
| Non - Ferrous Metals | 0 | - |
| Minerals & Mining | 0 | - |
| Power | 3.5 | - |
| Transport Services | 0.71 | - |
| Transport Infrastructure | -0.0099999999999998 | - |
| Capital Markets | 0.79 | - |
| Industrial Manufacturing | 1.87 | - |
| Beverages | 1.09 | - |
| Financial | - | 6.06 |
| Healthcare | - | 4.4 |
| Consumer Staples | - | 3.46 |
| Energy | - | 6.55 |
| Automobile | - | 4.93 |
| Services | - | 4.41 |
| Technology | - | 3.26 |
| Capital Goods | - | 4.5 |
| Consumer Discretionary | - | 1.5 |
| Materials | - | 1.86 |
| Sovereign | - | 17.97 |
| Chemicals | - | 1.18 |
| Communication | - | 2.64 |
| Unclassified | - | 11.19 |
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