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

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)	₹6089 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	1.75	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	1.62%	3.47%
6 Month	16.63%	16.98%
1 Year	-	39.65%
3 Year	-	18.64%
5 Year	-	17.02%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	12.85%	16.89%
3 Year	12.85%	40.71%
5 Year	12.85%	60.42%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	13.6%	16.35%
3 Year	13.6%	44.01%
5 Year	13.6%	63.69%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	8.04%
Sharp	-	1.35%
Beta	-	0.89%
Alpha	-	7.16%

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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	33.03	34.26
Large Cap	39.62	50.46
Small Cap	10.32	1.38
Mid Cap	5.8	13.9

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	32.97	21.56
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	0.87
Construction	0.33	3.66
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	-
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