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Aditya Birla Sun Life Asset Allocator FoF vs Kotak Multi Asset Allocator Fund of Fund compare

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tortoise-icon Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

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tortoise-icon Kotak Multi Asset Omni FOF - Growth

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Chart Comparison

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

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) ₹232 Cr ₹1877 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 Hybrid FoF Domestic Hybrid 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 3.45% 4.3%
6 Month 13.37% 15.99%
1 Year 5.24% 7.96%
3 Year 16.53% 19.47%
5 Year 16.06% 19.75%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Kotak Multi Asset Omni FOF - Growth
6 Month 3.37% 4.84%
1 Year 12.58% 15.35%
3 Year 15.99% 17.38%
5 Year 14.54% 17.75%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Kotak Multi Asset Omni FOF - Growth
1 Year 10.05% 13.06%
3 Year 10.88% 14.4%
5 Year 9.43% 14.06%

Risk Management

Scheme Name Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Kotak Multi Asset Omni FOF - Growth
Standard Deviation 8.17% 8.1%
Sharp 0.97% 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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