UTI Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹8199 Cr | ₹5902 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.6% | -0.18% |
6 Month | 9.91% | 7.24% |
1 Year | 4.4% | 3.45% |
3 Year | - | 18.49% |
5 Year | - | 15.34% |
SIP Return Analysis
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.11% | 2.29% |
1 Year | 7.9% | 5.27% |
3 Year | - | 16.51% |
5 Year | - | 15.79% |
Rolling Lumpsum Returns
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.14% | 9.19% |
3 Year | - | 8.99% |
5 Year | - | 8.25% |
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 | - | 1.52% |
Beta | - | 0.1% |
Alpha | - | 11.66% |
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 | 32.27 | 35.92 |
Large Cap | 48.54 | 49.13 |
Small Cap | 13.11 | 1.53 |
Mid Cap | 6.08 | 13.41 |
Sector Allocation
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.14 | 32.37 |
Energy | 1.91 | 2.92 |
Technology | 8.59 | 13.14 |
Basic Materials | 3.63 | 7.12 |
Consumer Cyclical | 15.29 | 4.98 |
Consumer Defensive | 6.86 | 8.68 |
Financial Services | 15.66 | 15.23 |
Utilities | 7.29 | 0.05 |
Communication Services | 6.52 | 2.93 |
Healthcare | 0.62 | 7.86 |
Industrials | 2.5 | 2.92 |
Real Estate | - | 1.8 |
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