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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
Chart Comparison
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) | ₹8220 Cr | ₹4277 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| 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 500 TRI(65.00), NIFTY Short Duration Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) | BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
| Turn Over | % | 0.0% |
| Expense Ratio | 1.73 | 1.85 |
| Manager | Abhishek Bisen | Dhaval Joshi |
| ISIN Code | INF174KA1PA0 | INF209KB12R6 |
| 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 | Aditya Birla Sun Life 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 1 Month | 0.1% | -0.22% |
| 6 Month | 7.06% | 9.67% |
| 1 Year | 3.09% | 7.89% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 6 Month | 5.55% | 5.22% |
| 1 Year | 8.72% | 12.51% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 1 Year | 12.69% | 22.68% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| 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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Fund Managers
| 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 |
| Funds Managed | 33 | 55 |
| Kotak Multi Asset Allocation Fund - Regular (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Market Cap
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Others | 32.89 | 37.94 |
| Large Cap | 46.79 | 42.49 |
| Small Cap | 13.19 | 6.57 |
| Mid Cap | 7.13 | 13 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Others | 31.86 | 30.22 |
| Energy | 2.06 | 5.99 |
| Technology | 8.7 | 7.59 |
| Basic Materials | 3.44 | 4.23 |
| Consumer Cyclical | 14.55 | 6.35 |
| Consumer Defensive | 6.56 | 6.05 |
| Financial Services | 14.4 | 18.71 |
| Utilities | 7.23 | 2.1 |
| Communication Services | 6.96 | 2.64 |
| Healthcare | 1.62 | 4.43 |
| Industrials | 2.62 | 7.82 |
| Real Estate | - | 3.87 |
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