Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Kotak Multi Asset Allocation Fund - Regular (G)

Invest Now

tortoise-icon Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Invest Now

Chart Comparison

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

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) ₹7680 Cr ₹3710 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 3.23% 4.34%
6 Month 2.54% 7.34%
1 Year 7.66% 13.95%
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 3.31% 5.96%
1 Year 2.83% 11.32%
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 23.15% 23.69%
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 - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 33.2 35.73
Large Cap 45.85 42.47
Small Cap 13.18 8.29
Mid Cap 7.77 13.5

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Others 32.95 31.66
Energy 0.41 5.67
Technology 9.06 7.27
Consumer Cyclical 15.86 8.83
Consumer Defensive 7.31 5.21
Financial Services 13.26 17.46
Utilities 6.7 2.33
Healthcare 1.91 5.95
Communication Services 5.19 2.46
Basic Materials 2.68 2.63
Industrials 4.47 7.39
Real Estate 0.2 3.14

Top Comparisons

Invesco India Smallcap Fund - Regular Plan - Growth Invesco India Smallcap Fund - Regular Plan - Growth

3Y Returns28.44%

VS

Axis Small Cap Fund Regular Growth Axis Small Cap Fund Regular Growth

3Y Returns22.31%

Compare Now

Kotak Bluechip Fund - Growth Kotak Bluechip Fund - Growth

3Y Returns19.18%

VS

DSP Large Cap Fund - Regular Plan - Growth DSP Large Cap Fund - Regular Plan - Growth

3Y Returns22.39%

Compare Now

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

3Y Returns22.33%

VS

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns9.7%

VS

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns12.43%

Compare Now
Add to Cart Successfully