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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) | ₹8958 Cr | ₹4693 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 | 2.82% | 3.24% |
| 6 Month | 16.04% | 10.81% |
| 1 Year | 12.26% | 12.46% |
| 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 | 7.94% | 5.11% |
| 1 Year | 25.43% | 20.28% |
| 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 | 7.24% | 20.47% |
| 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 | - | - |
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 | 36.55 | 40.81 |
| Large Cap | 45.68 | 42.13 |
| Small Cap | 11.77 | 5.26 |
| Mid Cap | 5.99 | 11.81 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Others | 34.38 | 31.46 |
| Energy | 1.26 | 4.86 |
| Technology | 8.01 | 7.06 |
| Basic Materials | 2.19 | 4.32 |
| Consumer Cyclical | 15.76 | 6.11 |
| Consumer Defensive | 6.75 | 6.19 |
| Financial Services | 16.2 | 19.9 |
| Utilities | 6.87 | 2.01 |
| Communication Services | 5.97 | 3 |
| Industrials | 2.07 | 6.69 |
| Healthcare | 0.53 | 4.25 |
| Real Estate | - | 4.15 |
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