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) | ₹1964 Cr | ₹65 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 FoF | Domestic 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 | 2.99% | 1.82% |
| 6 Month | 12.07% | 12.38% |
| 1 Year | 13% | 10.43% |
| 3 Year | 19.85% | 15.14% |
| 5 Year | 20.31% | 15.67% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Omni FOF - Growth | HSBC Multi Asset Active FOF - Growth |
|---|---|---|
| 6 Month | 6.21% | 2.85% |
| 1 Year | 21.86% | 14.51% |
| 3 Year | 18.55% | 13.95% |
| 5 Year | 18.43% | 13.09% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Omni FOF - Growth | HSBC Multi Asset Active FOF - Growth |
|---|---|---|
| 1 Year | 12.88% | 10.15% |
| 3 Year | 14.55% | 11.61% |
| 5 Year | 14.11% | 10.51% |
Risk Management
| Scheme Name | Kotak Multi Asset Omni FOF - Growth | HSBC Multi Asset Active FOF - Growth |
|---|---|---|
| Standard Deviation | 8.1% | 8.64% |
| Sharp | 1.62% | 0.94% |
| 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 |
|---|---|---|
| Large Cap | 3.77 | - |
| Others | 96.23 | 100 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Omni FOF - Growth |
HSBC Multi Asset Active FOF - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.27%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.21%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns17.75%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns17.15%
Nippon India Pharma Fund-Growth Plan-Growth Option
3Y Returns20.83%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns23.41%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns17.15%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%