Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Multi vs Kotak Multi Asset Allocation Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HDFC Multi-Asset Fund - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) HDFC Multi-Asset Fund - Growth Option
Fund Kotak Multi Asset Allocation Fund - Regular (G) HDFC Multi-Asset Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7680 Cr ₹3893 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 22 Sep 2023 17 Aug 2005
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) Domestic Price of Gold,NIFTY 50 Hybrid Composite Debt 65:35
Turn Over % 26.35%
Expense Ratio 1.73 1.91
Manager Abhishek Bisen Anil Bamboli
ISIN Code INF174KA1PA0 INF179K01AP0
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 HDFC Multi-Asset 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) HDFC Multi-Asset Fund - Growth Option
1 Month 3.05% 1.57%
6 Month -0.31% 4.07%
1 Year 4.32% 9.65%
3 Year - 15.92%
5 Year - 17.86%

SIP Return Analysis

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) HDFC Multi-Asset Fund - Growth Option
6 Month 5.88% 5.63%
1 Year 6.37% 11.04%
3 Year - 14.75%
5 Year - 14.02%

Rolling Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) HDFC Multi-Asset Fund - Growth Option
1 Year 12.69% 8.87%
3 Year - 10.61%
5 Year - 9.97%

Risk Management

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) HDFC Multi-Asset Fund - Growth Option
Standard Deviation - 6.591%
Sharp - 0.779%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) HDFC Multi-Asset Fund - Growth Option
Name Abhishek Bisen Anil Bamboli
Total AUM ₹0 Cr ₹135442 Cr
Funds Managed 33 12
Kotak Multi Asset Allocation Fund - Regular (G) HDFC Multi-Asset Fund - Growth Option

Market Cap

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

HDFC Multi-Asset Fund - Growth Option

Others 33.2 33.14
Large Cap 45.85 56.8
Small Cap 13.18 6.54
Mid Cap 7.77 3.53

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

HDFC Multi-Asset Fund - Growth Option

Others 32.95 32.1
Energy 0.41 6.91
Technology 9.06 6.7
Consumer Cyclical 15.86 11.88
Consumer Defensive 7.31 5.73
Financial Services 13.26 19.21
Utilities 6.7 1.79
Healthcare 1.91 3.95
Communication Services 5.19 3.1
Basic Materials 2.68 2.82
Industrials 4.47 4.82
Real Estate 0.2 1.01

Top Comparisons

HDFC Credit Risk Debt Fund - Growth Option HDFC Credit Risk Debt Fund - Growth Option

3Y Returns7.62%

VS

Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option

3Y Returns7.96%

Compare Now

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns22.57%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns23.48%

Compare Now

DSP Aggressive Hybrid Fund- Regular Plan - Growth DSP Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns20.03%

VS

HSBC Aggressive Hybrid Fund - Regular Growth HSBC Aggressive Hybrid Fund - Regular Growth

3Y Returns17.98%

Compare Now

Nippon India Dynamic Bond Fund-Growth Plan-Growth Option Nippon India Dynamic Bond Fund-Growth Plan-Growth Option

3Y Returns8.99%

VS

Mirae Asset Dynamic Bond Fund-Regular Plan Growth Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns7.16%

Compare Now
Add to Cart Successfully