Aditya Birla Sun Life Asset Allocator FoF vs Kotak Multi Asset Allocator Fund of Fund compare
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
Kotak Multi Asset Omni FOF - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Average |
| Asset Size (Cr) | ₹259 Cr | ₹2084 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 17 Aug 2006 | 09 Aug 2004 |
| Category | Domestic FoF | Domestic FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE India Bond Index |
| Turn Over | 64.15% | 28.16% |
| Expense Ratio | 1.2 | 0.99 |
| Manager | Dhaval Joshi | Abhishek Bisen |
| ISIN Code | INF084M01AE2 | INF174K01468 |
| Exits Load | Aditya Birla Sun Life Asset Allocator FoF Scheme - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| 1 Month | -0.87% | 1.27% |
| 6 Month | 9.7% | 9.88% |
| 1 Year | 15.66% | 16.36% |
| 3 Year | 17.64% | 19.37% |
| 5 Year | 15.99% | 19.65% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| 6 Month | 4.8% | 5.79% |
| 1 Year | 20.07% | 22.52% |
| 3 Year | 17.62% | 18.6% |
| 5 Year | 15.58% | 18.45% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| 1 Year | 10.11% | 12.83% |
| 3 Year | 11.14% | 14.68% |
| 5 Year | 9.59% | 14.13% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| Standard Deviation | 8.18% | 8.1% |
| Sharp | 1.22% | 1.62% |
| Beta | - | 0.65% |
| Alpha | - | 8% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| Name | Dhaval Joshi | Abhishek Bisen |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 33 |
| Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option |
Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option |
Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| Others | 100 | 100 |
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