UTI Multi Asset Allocation Fund vs Kotak 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)	₹9429 Cr	₹6376 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	1.75
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	3.71%	2.75%
6 Month	15.14%	7.96%
1 Year	13.83%	9.53%
3 Year	-	19.54%
5 Year	-	15.57%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	8.86%	5.5%
1 Year	31.48%	18.86%
3 Year	-	17.91%
5 Year	-	17.11%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	7.24%	9.04%
3 Year	-	9.14%
5 Year	-	8.32%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	8.36%
Sharp	-	1.45%
Beta	-	0.96%
Alpha	-	6.11%

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	35.55	34.31
Large Cap	48.02	45.31
Small Cap	11.39	1.57
Mid Cap	5.03	18.02

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	31.7	30.43
Energy	1.3	-
Technology	7.32	-
Basic Materials	2.35	-
Consumer Cyclical	15.56	-
Consumer Defensive	9.8	-
Financial Services	16.87	-
Utilities	6.41	-
Communication Services	6.15	-
Industrials	2.03	-
Healthcare	0.52	-
Petroleum Products	-	1.03
IT - Software	-	8.94
Cement & Cement Products	-	1.35
Personal Products	-	1.18
Finance	-	3.81
Consumer Durables	-	4.42
Capital Markets	-	3.65
Healthcare Services	-	0.79
Diversified FMCG	-	3.77
Banks	-	7.78
Realty	-	1.84
Pharmaceuticals & Biotechnology	-	3.39
Chemicals & Petrochemicals	-	1.76
Leisure Services	-	0.36
Automobiles	-	5.22
Aerospace & Defense	-	1.15
Insurance	-	1.66
Telecom - Services	-	2.92
Transport Services	-	1.39
Fertilizers & Agrochemicals	-	0.49
Transport Infrastructure	-	0.82
Agricultural Food & other Products	-	0.86
-	-	1.22
Gas	-	0
Diversified Metals	-	-0.01
Food Products	-	3.73
Non - Ferrous Metals	-	0.32
Ferrous Metals	-	0.2
Industrial Products	-	1.27
Auto Components	-	0.28
Consumable Fuels	-	1.68
Retailing	-	0.33
Textiles & Apparels	-	0.6
Power	-	0.01
Financial Technology (Fintech)	-	0.57