Aditya Birla Sun Life Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare

Kotak Multi Asset Allocation Fund - Regular (G)

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Overview

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Fund	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6089 Cr	₹3404 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	22 Sep 2023	31 Jan 2023
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	BSE 200 (65), CRISIL Short-Term Bond Index (25), Domestic Price of Silver (5), Domestic Price of Gol
Turn Over	%	0.0%
Expense Ratio	1.75	1.86
Manager	Abhishek Bisen	Dhaval Joshi
ISIN Code	INF174KA1PA0	INF209KB12R6
Exits Load	Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365	Exit load of 1%, if redeemed within 365 days./365

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Month	1.62%	1.11%
6 Month	16.63%	15.08%
1 Year	-	25.83%
3 Year	-	-
5 Year	-	-

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
6 Month	-	-
1 Year	12.85%	12.36%
3 Year	12.85%	17.51%
5 Year	12.85%	17.51%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Year	13.6%	17.19%
3 Year	13.6%	19.87%
5 Year	13.6%	19.87%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Standard Deviation	-	-
Sharp	-	-
Beta	-	-
Alpha	-	-

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Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Name	Abhishek Bisen	Dhaval Joshi
Total AUM	₹0 Cr	₹361932 Cr
Fund Manage	33	55
	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Others	33.03	34.84
Large Cap	39.62	43.67
Small Cap	10.32	10.76
Mid Cap	5.8	10.72

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Others	32.97	5.16
Banks	13.08	-
Automobiles	7.42	-
Power	3.48	-
Transport Infrastructure	-0.02	-
Finance	3.51	-
Cement & Cement Products	1.49	-
Diversified FMCG	3.58	-
Auto Components	2.25	-
Gas	1.68	-
Industrial Manufacturing	2.18	-
IT - Software	5.19	-
Telecom - Services	1.49	-
Retailing	1.38	-
Insurance	1.19	1.51
Beverages	1.12	-
Personal Products	1.06	-
Minerals & Mining	-0.01	-
Healthcare Services	1.15	-
Entertainment	2.23	-
Capital Markets	0.81	-
Consumable Fuels	-0.01	-
Ferrous Metals	0.54	-
Printing & Publication	0.39	-
Realty	0	-
Petroleum Products	0	-
Leisure Services	0.29	-
Construction	0.33	4.83
Non - Ferrous Metals	0	-
Metals & Minerals Trading	0	-
Transport Services	0	-
Pharmaceuticals & Biotechnology	0	-
Unclassified	-	14.27
Financial	-	26.39
Energy	-	8.06
Technology	-	4.7
Communication	-	1.7
Automobile	-	4.69
Consumer Discretionary	-	2.53
Capital Goods	-	6.34
Consumer Staples	-	4.42
Healthcare	-	4.47
Metals & Mining	-	2.36
Chemicals	-	1.07
Services	-	4.76
Materials	-	1.86
Sovereign	-	0.87