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SBI Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare

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

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tortoise-icon SBI Multi Asset Allocation Fund - Regular Plan - Growth

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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) 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) ₹7680 Cr ₹7141 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 1.57% 2.35%
6 Month -3.26% 0.47%
1 Year 5.67% 8.35%
3 Year - 14.37%
5 Year - 14.84%

SIP Return Analysis

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) SBI Multi Asset Allocation Fund - Regular Plan - Growth
6 Month 1.37% 3.28%
1 Year -0.68% 5.73%
3 Year - 15.51%
5 Year - 14.36%

Rolling Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) SBI Multi Asset Allocation Fund - Regular Plan - Growth
1 Year 23.15% 8.69%
3 Year - 8.58%
5 Year - 9.29%

Risk Management

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) SBI Multi Asset Allocation Fund - Regular Plan - Growth
Standard Deviation - 7.531%
Sharp - 0.827%
Beta - -
Alpha - -

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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 33.2 66.25
Large Cap 45.85 18.14
Small Cap 13.18 12.18
Mid Cap 7.77 3.43

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Others 32.95 66.25
Energy 0.41 2.19
Technology 9.06 6.28
Consumer Cyclical 15.86 4.98
Consumer Defensive 7.31 2.57
Financial Services 13.26 9.69
Utilities 6.7 1.5
Healthcare 1.91 0.9
Communication Services 5.19 0.49
Basic Materials 2.68 1.91
Industrials 4.47 2.53
Real Estate 0.2 0.71

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