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

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

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Kotak Multi Asset Allocation Fund - Regular (G)

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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)	₹9429 Cr	₹2417 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	3.71%	0.44%
6 Month	15.14%	2.55%
1 Year	13.83%	7.13%
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	8.86%	1.25%
1 Year	31.48%	6.2%
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	35.55	66.45
Large Cap	48.02	23.89
Small Cap	11.39	1.07
Mid Cap	5.03	8.59

Sector Allocation

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	31.7	68.98
Energy	1.3	3.99
Technology	7.32	1.33
Basic Materials	2.35	3.31
Consumer Cyclical	15.56	0.63
Consumer Defensive	9.8	0.55
Financial Services	16.87	12.22
Utilities	6.41	0.29
Communication Services	6.15	4.55
Industrials	2.03	2.68
Healthcare	0.52	1.25
Real Estate	-	0.22

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