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Edelweiss Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
Edelweiss Multi Asset Allocation Fund - Reg (G)
Chart Comparison
Overview
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Fund | Kotak Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Low to Moderate |
| Asset Size (Cr) | ₹8374 Cr | ₹2242 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 22 Sep 2023 | 23 Jun 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) | CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
| Turn Over | % | % |
| Expense Ratio | 1.73 | 0.72 |
| Manager | Abhishek Bisen | Dhawal Dalal |
| ISIN Code | INF174KA1PA0 | INF754K01RO7 |
| 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 | Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Month | 6.03% | 0.62% |
| 6 Month | 22.47% | 3.3% |
| 1 Year | 11.74% | 7.5% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 6 Month | 10.63% | 1.41% |
| 1 Year | 29.91% | 7.15% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Year | 7.24% | 8.03% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Name | Abhishek Bisen | Dhawal Dalal |
| Total AUM | ₹0 Cr | ₹25974 Cr |
| Funds Managed | 33 | 12 |
| Kotak Multi Asset Allocation Fund - Regular (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Market Cap
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 32.48 | 74.67 |
| Large Cap | 48.96 | 20.79 |
| Small Cap | 12.69 | 0.12 |
| Mid Cap | 5.88 | 4.42 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 30.8 | 74.16 |
| Energy | 1.83 | 3.87 |
| Technology | 8.87 | 1.01 |
| Basic Materials | 3.48 | 2.21 |
| Consumer Cyclical | 16.49 | 2.96 |
| Consumer Defensive | 6.84 | 0.49 |
| Financial Services | 15.73 | 8 |
| Utilities | 6.85 | 0.16 |
| Communication Services | 6.27 | 3.92 |
| Industrials | 2.24 | 2.39 |
| Healthcare | 0.6 | 0.78 |
| Real Estate | - | 0.04 |
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