Axis Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare

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tortoise-icon Kotak Multi Asset Allocation Fund - Regular (G)

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tortoise-icon 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) ₹6089 Cr ₹1246 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 22 Sep 2023 01 Aug 2010
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI
Turn Over % 64.15%
Expense Ratio 1.75 2.1
Manager Abhishek Bisen R Sivakumar
ISIN Code INF174KA1PA0 INF846K01768
Exits Load Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 1.62% 1.95%
6 Month 16.63% 17.75%
1 Year - 27.09%
3 Year - 9.75%
5 Year - 14.67%

SIP Return Analysis

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month - -
1 Year 12.85% 10.49%
3 Year 12.85% 18.29%
5 Year 12.85% 36.83%

Rolling Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 13.6% 13.78%
3 Year 13.6% 29.16%
5 Year 13.6% 40.64%

Risk Management

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation - 9.95%
Sharp - 0.43%
Beta - 1.12%
Alpha - -2.29%

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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
Fund Manage 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 33.03 30.73
Large Cap 39.62 47.83
Small Cap 10.32 10.15
Mid Cap 5.8 11.28

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 32.97 3.2
Petroleum Products 0 -
IT - Software 5.19 -
Finance 3.51 -
Banks 13.08 -
Diversified FMCG 3.58 -
Printing & Publication 0.39 -
Healthcare Services 1.15 -
Cement & Cement Products 1.49 -
Ferrous Metals 0.54 -
Insurance 1.19 2.86
Construction 0.33 4.41
Gas 1.68 -
Automobiles 7.42 -
Entertainment 2.23 -
Realty 0 -
Auto Components 2.25 -
Leisure Services 0.29 -
Telecom - Services 1.49 -
Pharmaceuticals & Biotechnology 0 -
Metals & Minerals Trading 0 -
Consumable Fuels -0.01 -
Non - Ferrous Metals 0 -
Personal Products 1.06 -
Minerals & Mining -0.01 -
Power 3.48 -
Transport Services 0 -
Transport Infrastructure -0.02 -
Retailing 1.38 -
Capital Markets 0.81 -
Industrial Manufacturing 2.18 -
Beverages 1.12 -
Automobile - 6.06
Energy - 7.06
Consumer Staples - 6.68
Sovereign - 6.32
Technology - 4.39
Financial - 18.63
Healthcare - 6.01
Capital Goods - 4.63
Materials - 2.43
Communication - 2.68
Services - 3.75
Chemicals - 4.28
Consumer Discretionary - 2.07
Metals & Mining - 0.88
Unclassified - 13.65

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