Axis Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8374 Cr | ₹1528 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 22 Sep 2023 | 23 Aug 2010 |
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,Domestic Price of Gold,NIFTY Composite Debt TRI |
Turn Over | % | 64.15% |
Expense Ratio | 1.73 | 2.1 |
Manager | Abhishek Bisen | R Sivakumar |
ISIN Code | INF174KA1PA0 | INF846K01768 |
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 | Axis Multi Asset Allocation Fund - 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) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.37% | 4.5% |
6 Month | 16.83% | 13.74% |
1 Year | 6.03% | 5.75% |
3 Year | - | 12.3% |
5 Year | - | 13.78% |
SIP Return Analysis
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.27% | 5.74% |
1 Year | 18.45% | 15.84% |
3 Year | - | 14.27% |
5 Year | - | 11.68% |
Rolling Lumpsum Returns
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.14% | 9.35% |
3 Year | - | 8.96% |
5 Year | - | 9.1% |
Risk Management
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 8.40% |
Sharp | - | 0.43% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhishek Bisen | R Sivakumar |
Total AUM | ₹0 Cr | ₹9709 Cr |
Funds Managed | 33 | 10 |
Kotak Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.48 | 36.79 |
Large Cap | 48.96 | 44.89 |
Small Cap | 12.69 | 6.72 |
Mid Cap | 5.88 | 11.61 |
Sector Allocation
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.8 | 31.67 |
Energy | 1.83 | 2.08 |
Technology | 8.87 | 6.87 |
Basic Materials | 3.48 | 4.8 |
Consumer Cyclical | 16.49 | 15.19 |
Consumer Defensive | 6.84 | 4.01 |
Financial Services | 15.73 | 18.65 |
Utilities | 6.85 | 0.62 |
Communication Services | 6.27 | 2.09 |
Industrials | 2.24 | 8.31 |
Healthcare | 0.6 | 4.6 |
Real Estate | - | 1.11 |
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