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Compare Mutual Funds
Comparing Aditya Birla Sun Life Financial Planning FOF Moderate Plan vs Kotak Multi Asset Allocator FoF - DynamicComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - hybrid, multi asset allocation
- hybrid, multi asset allocation
- Fund Age
- 12 yrs 7 m
- 12 yrs 7 m
- Fund Size
- ₹37 Cr
- ₹1,799 Cr
- 3 months
- 3.16%
- 4.81%
- 6 months
- 6.58%
- 5.88%
- 1 year
- 6.13%
- 8.61%
- 3 year
- 14.62%
- 19.25%
- 5 year
- 14.75%
- 20.47%
- Standard Deviation
- 7.31
- 8.29
- Sharpe
- 1.12
- 1.51
- Beta
- 0.77
- 0.86
- Sortino
- 1.61
- 2.08
- Alpha
- 1.89
- 5.51
- Top 3 sectors
- Unclassified (98.92999999999998%)
- Unclassified (95.03%)
- Top 5 holdings
- Nippon India Growth Mid Cap Fund Direct- Growth (11.84%)
- Aditya Birla Sun Life Flexi Cap Fund Direct-Growth (10.54%)
- Kotak Multicap Fund Direct - Growth (10.44%)
- ICICI Prudential Large Cap Fund Direct-Growth (10.23%)
- HDFC Corporate Bond Fund Direct Plan-Growth (9.84%)
- Kotak Consumption Fund Direct - Growth (10.89%)
- Kotak Infrastructure and Economic Reform Fund Direct-Growth (10.5%)
- Kotak Nifty PSU Bank Exchange Traded Fund (9.43%)
- Kotak Nifty 50 ETF-IDCW (8.31%)
- Kotak Gilt Investment - Direct Plan (7.79%)
- Equity%
- 52.841187%
- 73.672416%
- Debt%
- 33.438722%
- 13.137508%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- Low (SOV)
- Low (SOV)
- Expense Ratio
- 0.53%
- 0.33%
- Exit Load
- 1.0% know more
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- CRISIL Hybrid 50+50 Moderate Index
- Min. Investment
- SIP ₹1000 & Lumpsum ₹1000
- SIP ₹1000 & Lumpsum ₹5000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Vinod Bhat
- Devender Singhal
- Arjun Khanna
- Abhishek Bisen
