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UTI 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 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

Trailing Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 1.7% 2.38%
6 Month 0.59% 3.49%
1 Year 6.2% 8.56%
3 Year - 20.26%
5 Year - 19%

SIP Return Analysis

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month 3.31% 4.16%
1 Year 2.83% 6.69%
3 Year - 19.63%
5 Year - 17.13%

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 - 1.23%
Beta - 0.89%
Alpha - 5.95%

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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
Funds Managed 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 33.2 34.26
Large Cap 45.85 48.18
Small Cap 13.18 0
Mid Cap 7.77 13.48

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 32.95 34.26
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 - 3.23
IT - Software - 9.48
Pharmaceuticals & Biotechnology - 4.73
Personal Products - 1.57
Construction - 0
Finance - 1.41
Consumer Durables - 5.05
Banks - 4.72
Diversified FMCG - 3.86
Electrical Equipment - 0.71
Leisure Services - 1.33
Healthcare Services - 0.63
Aerospace & Defense - -0.01
Automobiles - 4.09
Insurance - 1.2
Capital Markets - 0
Gas - 0.31
Fertilizers & Agrochemicals - 0.49
Agricultural Food & other Products - 0.53
Diversified Metals - 1.5
Food Products - 1.61
Realty - 0.36
Oil - 0.38
Industrial Products - 0.66
Auto Components - 1.21
Chemicals & Petrochemicals - 0.62
Telecom - Services - 3.14
Financial Technology (Fintech) - 0.78
Cement & Cement Products - 1.05
Consumable Fuels - 0
Transport Services - 0.98
Retailing - 4.5
Textiles & Apparels - 0.48
Power - 0.36
Beverages - 0.7

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