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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 | Very High |
| 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 | 3.8% | 4.74% |
| 6 Month | -3.38% | 0.11% |
| 1 Year | 6.32% | 8.92% |
| 3 Year | - | 19.33% |
| 5 Year | - | 18.33% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.58% | 1.65% |
| 1 Year | -4.03% | 2.02% |
| 3 Year | - | 17.96% |
| 5 Year | - | 16.17% |
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 | - | 1.23% |
| Beta | - | 0.89% |
| Alpha | - | 5.95% |
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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 |
| Funds Managed | 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 | 33.2 | 34.26 |
| Large Cap | 45.85 | 48.18 |
| Small Cap | 13.18 | 0 |
| Mid Cap | 7.77 | 13.48 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.95 | 34.26 |
| Energy | 0.41 | - |
| Technology | 9.06 | - |
| Consumer Cyclical | 15.86 | - |
| Consumer Defensive | 7.31 | - |
| Financial Services | 13.26 | - |
| Utilities | 6.7 | - |
| Healthcare | 1.91 | - |
| Communication Services | 5.19 | - |
| Basic Materials | 2.68 | - |
| Industrials | 4.47 | - |
| Real Estate | 0.2 | - |
| Petroleum Products | - | 3.23 |
| IT - Software | - | 9.48 |
| Pharmaceuticals & Biotechnology | - | 4.73 |
| Personal Products | - | 1.57 |
| Construction | - | 0 |
| Finance | - | 1.41 |
| Consumer Durables | - | 5.05 |
| Banks | - | 4.72 |
| Diversified FMCG | - | 3.86 |
| Electrical Equipment | - | 0.71 |
| Leisure Services | - | 1.33 |
| Healthcare Services | - | 0.63 |
| Aerospace & Defense | - | -0.01 |
| Automobiles | - | 4.09 |
| Insurance | - | 1.2 |
| Capital Markets | - | 0 |
| Gas | - | 0.31 |
| Fertilizers & Agrochemicals | - | 0.49 |
| Agricultural Food & other Products | - | 0.53 |
| Diversified Metals | - | 1.5 |
| Food Products | - | 1.61 |
| Realty | - | 0.36 |
| Oil | - | 0.38 |
| Industrial Products | - | 0.66 |
| Auto Components | - | 1.21 |
| Chemicals & Petrochemicals | - | 0.62 |
| Telecom - Services | - | 3.14 |
| Financial Technology (Fintech) | - | 0.78 |
| Cement & Cement Products | - | 1.05 |
| Consumable Fuels | - | 0 |
| Transport Services | - | 0.98 |
| Retailing | - | 4.5 |
| Textiles & Apparels | - | 0.48 |
| Power | - | 0.36 |
| Beverages | - | 0.7 |
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