SBI Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
| 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) | ₹7485 Cr | ₹6591 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 | 1.46 |
| 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 | -2.12% | -0.32% |
| 6 Month | -2.9% | -0.42% |
| 1 Year | 12.87% | 11.49% |
| 3 Year | - | 13.7% |
| 5 Year | - | 13.52% |
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.93% | 5.83% |
| 3 Year | - | 15.63% |
| 5 Year | - | 14.62% |
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 29.46% | 8.63% |
| 3 Year | - | 8.54% |
| 5 Year | - | 9.26% |
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 6.81% |
| Sharp | - | 1.21% |
| Beta | - | 0.63% |
| Alpha | - | 4.59% |
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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 |
| Fund Manage | 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 | 30.96 | 60.91 |
| Large Cap | 37.79 | 14.35 |
| Small Cap | 10.71 | 14.53 |
| Mid Cap | 7.87 | 10.21 |
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 30.96 | 60.91 |
| Petroleum Products | 0 | 0.85 |
| IT - Software | 8.11 | 3.64 |
| Personal Products | 1.42 | 1.07 |
| Finance | 3.33 | 0.96 |
| Banks | 6.48 | 7.02 |
| Diversified FMCG | 5.54 | - |
| Printing & Publication | 0.31 | - |
| Healthcare Services | 1.27 | - |
| Cement & Cement Products | 1.21 | 1.02 |
| Insurance | 0.92 | 1.84 |
| Construction | 0.29 | 1.59 |
| Ferrous Metals | 0 | 0.99 |
| Gas | 1.59 | 1.32 |
| Automobiles | 7.07 | - |
| Entertainment | 2.12 | 0.18 |
| Diversified Metals | 0 | - |
| Realty | 0 | 2.67 |
| Consumer Durables | 0.51 | 2.37 |
| Auto Components | 2.18 | 1.39 |
| Leisure Services | 2.15 | 1.39 |
| Retailing | 2.66 | 1.46 |
| Telecom - Services | 1.52 | 0.39 |
| Pharmaceuticals & Biotechnology | 0 | 0.76 |
| Metals & Minerals Trading | 0 | - |
| Consumable Fuels | 0 | - |
| Non - Ferrous Metals | 0 | - |
| Minerals & Mining | 0 | - |
| Power | 3.53 | 0.86 |
| Transport Services | 0.68 | 1.58 |
| Transport Infrastructure | -0.02 | 0.49 |
| Capital Markets | 0.8 | 1.31 |
| Industrial Manufacturing | 1.6 | - |
| Beverages | 1.1 | 0.39 |
| IT - Services | - | 1.09 |
| Oil | - | 1.01 |
| Food Products | - | 0.61 |
| Fertilizers & Agrochemicals | - | 0.26 |
| Textiles & Apparels | - | 0.58 |
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