Axis 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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Axis 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)	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)	₹9429 Cr	₹1705 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

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	2.6%	1.41%
6 Month	16.12%	10.48%
1 Year	14.21%	11.72%
3 Year	-	12.98%
5 Year	-	12.26%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	7.98%	6.35%
1 Year	28.94%	22.91%
3 Year	-	16.09%
5 Year	-	12.77%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	7.24%	9.28%
3 Year	-	9.06%
5 Year	-	9.21%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	9.95%
Sharp	-	0.84%
Beta	-	0.93%
Alpha	-	-0.1%

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

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	35.55	28.58
Large Cap	48.02	49.4
Small Cap	11.39	11.66
Mid Cap	5.03	10.34

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	31.7	27.36
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	-	1.27
IT - Software	-	4.2
Retailing	-	5.74
Construction	-	2.55
Finance	-	4.02
Healthcare Services	-	1.81
Diversified FMCG	-	1.4
Pharmaceuticals & Biotechnology	-	3.63
Non - Ferrous Metals	-	0.77
Banks	-	11.7
Realty	-	1.97
Chemicals & Petrochemicals	-	1.79
Leisure Services	-	0.65
Automobiles	-	6.71
Aerospace & Defense	-	1.05
Electrical Equipment	-	2.77
Auto Components	-	2.97
Industrial Manufacturing	-	1.98
IT - Services	-	0.46
Consumer Durables	-	2.82
Personal Products	-	0.67
Capital Markets	-	0.85
Agricultural Food & other Products	-	0.43
Beverages	-	0.39
Food Products	-	0.69
Power	-	0.68
Telecom - Services	-	2.44
Cement & Cement Products	-	1.17
Industrial Products	-	1.37
Fertilizers & Agrochemicals	-	0.98
Transport Services	-	0.75
Household Products	-	0.32
Ferrous Metals	-	0.99
Insurance	-	0.63