Kotak Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare

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

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tortoise-icon UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

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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) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund Kotak Multi Asset Allocation Fund - Regular (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7485 Cr ₹4415 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 22 Sep 2023 17 Dec 2008
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) BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00)
Turn Over % 270%
Expense Ratio 1.73 1.78
Manager Abhishek Bisen Sunil Madhukar Patil
ISIN Code INF174KA1PA0 INF789F01AP6
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 UTI Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% 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) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month -1.91% -1.72%
6 Month -3.14% -1.62%
1 Year 9.27% 13.07%
3 Year - 16.88%
5 Year - 14.56%

SIP Return Analysis

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month - -
1 Year 4.13% 6.34%
3 Year - 20.49%
5 Year - 17.64%

Rolling Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 23.15% 9.35%
3 Year - 8.78%
5 Year - 8.16%

Risk Management

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation - 8.04%
Sharp - 1.11%
Beta - 0.9%
Alpha - 6.69%

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Fund Managers

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Name Abhishek Bisen Sunil Madhukar Patil
Total AUM ₹0 Cr ₹6910 Cr
Fund Manage 33 4
Kotak Multi Asset Allocation Fund - Regular (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 30.96 32.49
Large Cap 37.79 38.2
Small Cap 10.71 0
Mid Cap 7.87 11.68

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 30.96 32.49
Petroleum Products 0 2.25
IT - Software 8.11 7.84
Personal Products 1.42 1.57
Finance 3.33 0.99
Banks 6.48 3.04
Diversified FMCG 5.54 3.07
Printing & Publication 0.31 -
Healthcare Services 1.27 0.43
Cement & Cement Products 1.21 0.77
Insurance 0.92 1.01
Construction 0.29 -0.01
Ferrous Metals 0 -
Gas 1.59 0.27
Automobiles 7.07 4.9
Entertainment 2.12 -
Diversified Metals 0 1.25
Realty 0 0.41
Consumer Durables 0.51 4.46
Auto Components 2.18 1.14
Leisure Services 2.15 0.41
Retailing 2.66 4.17
Telecom - Services 1.52 2.22
Pharmaceuticals & Biotechnology 0 3.82
Metals & Minerals Trading 0 -
Consumable Fuels 0 -0.01
Non - Ferrous Metals 0 0
Minerals & Mining 0 -
Power 3.53 0.23
Transport Services 0.68 0.62
Transport Infrastructure -0.02 -
Capital Markets 0.8 0
Industrial Manufacturing 1.6 -
Beverages 1.1 0.51
Electrical Equipment - 0.8
Aerospace & Defense - -0.01
Fertilizers & Agrochemicals - 0.39
Agricultural Food & other Products - 0.42
Food Products - 1.22
Oil - 0.38
Industrial Products - 0.49
Chemicals & Petrochemicals - 0.44
Textiles & Apparels - 0.39

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