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Kotak Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8958 Cr | ₹10484 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 22 Sep 2023 | 21 Dec 2005 |
| 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) | NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold |
| Turn Over | % | 252% |
| Expense Ratio | 1.73 | 1.44 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174KA1PA0 | INF200K01800 |
| 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 | SBI 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.98% | 2.57% |
| 6 Month | 15.77% | 11.17% |
| 1 Year | 12.59% | 11.82% |
| 3 Year | - | 17.63% |
| 5 Year | - | 15.52% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.32% | 3.02% |
| 1 Year | 21.82% | 15.22% |
| 3 Year | - | 15.31% |
| 5 Year | - | 14.65% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.24% | 8.69% |
| 3 Year | - | 8.76% |
| 5 Year | - | 9.37% |
Risk Management
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 6.84% |
| Sharp | - | 1.47% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 33 | 43 |
| Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 36.55 | 60.8 |
| Large Cap | 45.68 | 18.81 |
| Small Cap | 11.77 | 13.26 |
| Mid Cap | 5.99 | 7.13 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 34.38 | 56.24 |
| Energy | 1.26 | 3.67 |
| Technology | 8.01 | 4.06 |
| Basic Materials | 2.19 | 3.85 |
| Consumer Cyclical | 15.76 | 6.34 |
| Consumer Defensive | 6.75 | 3.49 |
| Financial Services | 16.2 | 12.45 |
| Utilities | 6.87 | 1.5 |
| Communication Services | 5.97 | 0.36 |
| Industrials | 2.07 | 2.08 |
| Healthcare | 0.53 | 0.9 |
| Real Estate | - | 5.07 |
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