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) | ₹8220 Cr | ₹1735 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 | 1.72% | 0.49% |
6 Month | 6.41% | 4.54% |
1 Year | 3.09% | 8.25% |
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 | 6.23% | 1.97% |
1 Year | 10.01% | 8.39% |
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 | 12.69% | 8.01% |
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 | - | - |
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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 | 32.89 | 72.1 |
Large Cap | 46.79 | 22.11 |
Small Cap | 13.19 | 0.47 |
Mid Cap | 7.13 | 5.32 |
Sector Allocation
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Others | 31.86 | 71.41 |
Energy | 2.06 | 5.17 |
Technology | 8.7 | 0.75 |
Basic Materials | 3.44 | 2.89 |
Consumer Cyclical | 14.55 | 2.78 |
Consumer Defensive | 6.56 | 0.57 |
Financial Services | 14.4 | 8.65 |
Utilities | 7.23 | 0.04 |
Communication Services | 6.96 | 3.98 |
Healthcare | 1.62 | 0.92 |
Industrials | 2.62 | 2.83 |
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