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

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Kotak Multi Asset Allocation Fund - Regular (G)

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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)	₹7680 Cr	₹5079 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	1.77
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

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	3.05%	1.58%
6 Month	-0.31%	1.08%
1 Year	4.32%	7.42%
3 Year	-	21.6%
5 Year	-	17.72%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	5.88%	5.09%
1 Year	6.37%	7.22%
3 Year	-	18.91%
5 Year	-	16.87%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	12.69%	9.3%
3 Year	-	8.9%
5 Year	-	8.2%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	8.04%
Sharp	-	1.45%
Beta	-	0.87%
Alpha	-	6.45%

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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
Funds Managed	33	4
	Kotak Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	33.2	34.4
Large Cap	45.85	44.7
Small Cap	13.18	1.74
Mid Cap	7.77	15.46

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	32.95	34.4
Energy	0.41	-
Technology	9.06	-
Consumer Cyclical	15.86	-
Consumer Defensive	7.31	-
Financial Services	13.26	-
Utilities	6.7	-
Healthcare	1.91	-
Communication Services	5.19	-
Basic Materials	2.68	-
Industrials	4.47	-
Real Estate	0.2	-
Petroleum Products	-	1.32
IT - Software	-	10.77
Pharmaceuticals & Biotechnology	-	4.46
Personal Products	-	1.07
Construction	-	0
Finance	-	4.35
Consumer Durables	-	4.42
Capital Markets	-	2.94
Banks	-	6.72
Diversified FMCG	-	3.59
Chemicals & Petrochemicals	-	1.21
Leisure Services	-	1.32
Healthcare Services	-	0.46
Automobiles	-	2.38
Aerospace & Defense	-	-0.01
Cement & Cement Products	-	1.74
Fertilizers & Agrochemicals	-	1.18
Insurance	-	1.09
Gas	-	0.14
Agricultural Food & other Products	-	0.7
Diversified Metals	-	0.79
Food Products	-	3.53
Non - Ferrous Metals	-	0.22
Realty	-	0
Ferrous Metals	-	0.28
Industrial Products	-	0.56
Auto Components	-	0.31
Telecom - Services	-	2.89
Consumable Fuels	-	1.11
Transport Services	-	1.17
Retailing	-	0
Textiles & Apparels	-	0.72
Power	-	0.06
Beverages	-	0
Financial Technology (Fintech)	-	0.41