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UTI Multi Asset Allocation Fund vs Kotak 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 | 4.53% | 4.31% |
| 6 Month | -4.33% | -2.65% |
| 1 Year | 7.02% | 8.31% |
| 3 Year | - | 17.22% |
| 5 Year | - | 17.59% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.03% | 1.09% |
| 1 Year | -2.21% | 1.64% |
| 3 Year | - | 18.64% |
| 5 Year | - | 16.59% |
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 | - | 0.93% |
| Beta | - | 0.93% |
| Alpha | - | 6.11% |
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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 | 34.85 |
| Large Cap | 45.85 | 51.91 |
| Small Cap | 13.18 | 0.1 |
| Mid Cap | 7.77 | 13.13 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.95 | 34.85 |
| Energy | 0.41 | 4.11 |
| Technology | 9.06 | 11.08 |
| Consumer Cyclical | 15.86 | 12.26 |
| Consumer Defensive | 7.31 | 8.36 |
| Financial Services | 13.26 | 8.79 |
| Utilities | 6.7 | 0.56 |
| Healthcare | 1.91 | 5.52 |
| Communication Services | 5.19 | 4.03 |
| Basic Materials | 2.68 | 4.4 |
| Industrials | 4.47 | 5.21 |
| Real Estate | 0.2 | 0.8 |
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