Kotak Multi Asset Allocator Fund of Fund vs HSBC Managed Solutions compare
Kotak Multi Asset Omni FOF - Growth
HSBC Multi Asset Active FOF - Growth
Chart Comparison
Overview
Scheme Name | Kotak Multi Asset Omni FOF - Growth | HSBC Multi Asset Active FOF - Growth |
---|---|---|
Fund | Kotak Multi Asset Omni FOF - Growth | HSBC Multi Asset Active FOF - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | High |
Asset Size (Cr) | ₹1877 Cr | ₹62 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 Aug 2004 | 30 Apr 2014 |
Category | Domestic Hybrid FoF | Domestic Hybrid FoF |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Bond Index | BSE India Bond Index |
Turn Over | 28.16% | 54% |
Expense Ratio | 0.99 | 1.92 |
Manager | Abhishek Bisen | Gautam Bhupal |
ISIN Code | INF174K01468 | INF336L01IG6 |
Exits Load | Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Managed Solutions - Moderate - 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 Omni FOF - Growth | HSBC Multi Asset Active FOF - Growth |
---|---|---|
1 Month | 3.74% | 3.5% |
6 Month | 15.8% | 16.37% |
1 Year | 7.39% | 5.2% |
3 Year | 19.28% | 14.8% |
5 Year | 19.57% | 15.81% |
SIP Return Analysis
Scheme Name | Kotak Multi Asset Omni FOF - Growth | HSBC Multi Asset Active FOF - Growth |
---|---|---|
6 Month | 4.84% | 4.79% |
1 Year | 15.35% | 14.27% |
3 Year | 17.38% | 14.53% |
5 Year | 17.75% | 13.39% |
Rolling Lumpsum Returns
Scheme Name | Kotak Multi Asset Omni FOF - Growth | HSBC Multi Asset Active FOF - Growth |
---|---|---|
1 Year | 13.06% | 10.33% |
3 Year | 14.4% | 11.53% |
5 Year | 14.06% | 10.32% |
Risk Management
Scheme Name | Kotak Multi Asset Omni FOF - Growth | HSBC Multi Asset Active FOF - Growth |
---|---|---|
Standard Deviation | 8.1% | 8.72% |
Sharp | 1.62% | 0.75% |
Beta | 0.65% | - |
Alpha | 8% | - |
Fund Managers
Scheme Name | Kotak Multi Asset Omni FOF - Growth | HSBC Multi Asset Active FOF - Growth |
---|---|---|
Name | Abhishek Bisen | Gautam Bhupal |
Total AUM | ₹0 Cr | ₹25949 Cr |
Funds Managed | 33 | 13 |
Kotak Multi Asset Omni FOF - Growth | HSBC Multi Asset Active FOF - Growth |
Market Cap
Scheme Name |
Kotak Multi Asset Omni FOF - Growth |
HSBC Multi Asset Active FOF - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Kotak Multi Asset Omni FOF - Growth |
HSBC Multi Asset Active FOF - Growth |
---|---|---|
Others | 100 | 100 |
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