SBI Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare

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Kotak Multi Asset Allocation Fund - Regular (G)

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SBI Multi Asset Allocation Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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	Very High
Asset Size (Cr)	₹7680 Cr	₹7141 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 500 TRI(65.00), NIFTY Short Duration Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)	NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold
Turn Over	%	252%
Expense Ratio	1.73	1.44
Manager	Abhishek Bisen	Pradeep Kesavan
ISIN Code	INF174KA1PA0	INF200K01800
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	SBI 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

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	SBI Multi Asset Allocation Fund - Regular Plan - Growth
1 Month	3.18%	2.34%
6 Month	-7.95%	-3.2%
1 Year	8.61%	11.02%
3 Year	-	13.87%
5 Year	-	16.52%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	SBI Multi Asset Allocation Fund - Regular Plan - Growth
6 Month	-2.41%	-0.44%
1 Year	-4.5%	0.6%
3 Year	-	14.17%
5 Year	-	13.65%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	SBI Multi Asset Allocation Fund - Regular Plan - Growth
1 Year	23.15%	8.69%
3 Year	-	8.58%
5 Year	-	9.29%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	SBI Multi Asset Allocation Fund - Regular Plan - Growth
Standard Deviation	-	7.531%
Sharp	-	0.827%
Beta	-	-
Alpha	-	-

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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
Funds Managed	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	33.2	66.25
Large Cap	45.85	18.14
Small Cap	13.18	12.18
Mid Cap	7.77	3.43

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	SBI Multi Asset Allocation Fund - Regular Plan - Growth
Others	32.95	66.25
Energy	0.41	2.19
Technology	9.06	6.28
Consumer Cyclical	15.86	4.98
Consumer Defensive	7.31	2.57
Financial Services	13.26	9.69
Utilities	6.7	1.5
Healthcare	1.91	0.9
Communication Services	5.19	0.49
Basic Materials	2.68	1.91
Industrials	4.47	2.53
Real Estate	0.2	0.71