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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) | ₹8199 Cr | ₹2143 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 | -0.09% | 0.22% |
| 6 Month | 9.74% | 3.92% |
| 1 Year | 4.14% | 7.77% |
| 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 | 4.11% | 1.58% |
| 1 Year | 7.9% | 7.68% |
| 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 | 8.14% | 8.07% |
| 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 | 32.27 | 74.34 |
| Large Cap | 48.54 | 20.97 |
| Small Cap | 13.11 | 0.1 |
| Mid Cap | 6.08 | 4.59 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 31.14 | 73.79 |
| Energy | 1.91 | 4.05 |
| Technology | 8.59 | 0.92 |
| Basic Materials | 3.63 | 2.2 |
| Consumer Cyclical | 15.29 | 2.97 |
| Consumer Defensive | 6.86 | 0.49 |
| Financial Services | 15.66 | 7.98 |
| Utilities | 7.29 | 0.13 |
| Communication Services | 6.52 | 4.22 |
| Healthcare | 0.62 | 0.66 |
| Industrials | 2.5 | 2.58 |
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