- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹8374 Cr | ₹9819 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 | 4.66% | 2.54% |
| 6 Month | 16.44% | 12.38% |
| 1 Year | 5.51% | 7.23% |
| 3 Year | - | 15.71% |
| 5 Year | - | 14.55% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.27% | 4.2% |
| 1 Year | 18.45% | 14.75% |
| 3 Year | - | 15.83% |
| 5 Year | - | 14.78% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.14% | 8.73% |
| 3 Year | - | 8.71% |
| 5 Year | - | 9.35% |
Risk Management
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 6.71% |
| Sharp | - | 1.19% |
| 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 | 32.27 | 57.77 |
| Large Cap | 48.54 | 20.47 |
| Small Cap | 13.11 | 14.03 |
| Mid Cap | 6.08 | 7.73 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.14 | 52.97 |
| Energy | 1.91 | 3.93 |
| Technology | 8.59 | 4.46 |
| Basic Materials | 3.63 | 4.08 |
| Consumer Cyclical | 15.29 | 6.46 |
| Consumer Defensive | 6.86 | 3.86 |
| Financial Services | 15.66 | 13.53 |
| Utilities | 7.29 | 1.63 |
| Communication Services | 6.52 | 0.39 |
| Healthcare | 0.62 | 1.01 |
| Industrials | 2.5 | 2.59 |
| Real Estate | - | 5.09 |
Top Comparisons
HDFC Multi-Asset Fund - Growth Option
3Y Returns13.94%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.36%
360 ONE Balanced Hybrid Fund Regular - Growth
3Y Returns0%
360 ONE Focused Fund Regular-Growth
3Y Returns15.67%
DSP Focused Fund - Regular Plan - Growth
3Y Returns16.41%
Invesco India ELSS Tax Saver Fund - Growth
3Y Returns16.61%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns17.29%
