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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
Overview
| 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 Risk | Very High Risk |
| Asset Size (Cr) | ₹7680 Cr | ₹5079 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 22 Sep 2023 | 17 Dec 2008 |
| 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) | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
| Turn Over | % | 270% |
| Expense Ratio | 1.73 | 1.77 |
| Manager | Abhishek Bisen | Sunil Madhukar Patil |
| ISIN Code | INF174KA1PA0 | INF789F01AP6 |
| 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 | UTI Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% 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) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.17% | -1.02% |
| 6 Month | -5.9% | -4.39% |
| 1 Year | 8.1% | 10.5% |
| 3 Year | - | 16.7% |
| 5 Year | - | 14.15% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -2.96% | 0.06% |
| 3 Year | - | 18.22% |
| 5 Year | - | 16.56% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 23.15% | 9.35% |
| 3 Year | - | 8.78% |
| 5 Year | - | 8.16% |
Risk Management
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.04% |
| Sharp | - | 1.11% |
| Beta | - | 0.9% |
| Alpha | - | 6.69% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.96 | 32.49 |
| Large Cap | 37.79 | 38.2 |
| Small Cap | 10.71 | 0 |
| Mid Cap | 7.87 | 11.68 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.96 | 32.49 |
| Petroleum Products | 0 | 2.25 |
| IT - Software | 8.11 | 7.84 |
| Personal Products | 1.42 | 1.57 |
| Finance | 3.33 | 0.99 |
| Banks | 6.48 | 3.04 |
| Diversified FMCG | 5.54 | 3.07 |
| Printing & Publication | 0.31 | - |
| Healthcare Services | 1.27 | 0.43 |
| Cement & Cement Products | 1.21 | 0.77 |
| Insurance | 0.92 | 1.01 |
| Construction | 0.29 | -0.01 |
| Ferrous Metals | 0 | - |
| Gas | 1.59 | 0.27 |
| Automobiles | 7.07 | 4.9 |
| Entertainment | 2.12 | - |
| Diversified Metals | 0 | 1.25 |
| Realty | 0 | 0.41 |
| Consumer Durables | 0.51 | 4.46 |
| Auto Components | 2.18 | 1.14 |
| Leisure Services | 2.15 | 0.41 |
| Retailing | 2.66 | 4.17 |
| Telecom - Services | 1.52 | 2.22 |
| Pharmaceuticals & Biotechnology | 0 | 3.82 |
| Metals & Minerals Trading | 0 | - |
| Consumable Fuels | 0 | -0.01 |
| Non - Ferrous Metals | 0 | 0 |
| Minerals & Mining | 0 | - |
| Power | 3.53 | 0.23 |
| Transport Services | 0.68 | 0.62 |
| Transport Infrastructure | -0.02 | - |
| Capital Markets | 0.8 | 0 |
| Industrial Manufacturing | 1.6 | - |
| Beverages | 1.1 | 0.51 |
| Electrical Equipment | - | 0.8 |
| Aerospace & Defense | - | -0.01 |
| Fertilizers & Agrochemicals | - | 0.39 |
| Agricultural Food & other Products | - | 0.42 |
| Food Products | - | 1.22 |
| Oil | - | 0.38 |
| Industrial Products | - | 0.49 |
| Chemicals & Petrochemicals | - | 0.44 |
| Textiles & Apparels | - | 0.39 |
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