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) | ₹244 Cr | ₹1964 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 | 2.13% | 3.36% |
| 6 Month | 9.53% | 12.48% |
| 1 Year | 11.37% | 13.06% |
| 3 Year | 17.45% | 20.04% |
| 5 Year | 16.82% | 20.48% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| 6 Month | 2.82% | 6.21% |
| 1 Year | 13.7% | 21.86% |
| 3 Year | 15.52% | 18.55% |
| 5 Year | 14.4% | 18.43% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| 1 Year | 9.84% | 12.88% |
| 3 Year | 10.99% | 14.55% |
| 5 Year | 9.51% | 14.11% |
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% | 8.09% |
| Sharp | 1.22% | 1.49% |
| 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 | 96.23 |
| Large Cap | - | 3.77 |
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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