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Edelweiss Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare

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

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tortoise-icon Edelweiss Multi Asset Allocation Fund - Reg (G)

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Chart Comparison

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

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) ₹7947 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 3.32% 0.21%
6 Month 3.44% 4.48%
1 Year 5.13% 8.49%
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 7.15% 2.01%
1 Year 9.01% 8.38%
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 33.2 71.58
Large Cap 45.85 21.12
Small Cap 13.18 0.4
Mid Cap 7.77 6.91

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 32.95 71.04
Energy 0.41 5.91
Technology 9.06 1.65
Consumer Cyclical 15.86 2.25
Consumer Defensive 7.31 0.19
Financial Services 13.26 9.73
Utilities 6.7 0.04
Healthcare 1.91 0.79
Communication Services 5.19 3.58
Basic Materials 2.68 2.56
Industrials 4.47 2.08
Real Estate 0.2 0.18

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