Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Axis Multi Asset Allocation Fund - Regular Plan - 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) 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) ₹8220 Cr ₹1484 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 1.85% 1.4%
6 Month 6.36% 6.95%
1 Year 3.02% 5.31%
3 Year - 13.26%
5 Year - 14.26%

SIP Return Analysis

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month 6.52% 5.26%
1 Year 9.69% 8.88%
3 Year - 12.8%
5 Year - 11.12%

Rolling Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 12.69% 9.42%
3 Year - 8.9%
5 Year - 9.02%

Risk Management

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation - 9.43%
Sharp - 0.77%
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) 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 32.89 35.9
Large Cap 46.79 47.4
Small Cap 13.19 7.97
Mid Cap 7.13 8.73

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 31.86 33.5
Energy 2.06 2.99
Technology 8.7 5.88
Basic Materials 3.44 5.84
Consumer Cyclical 14.55 11.46
Consumer Defensive 6.56 3
Financial Services 14.4 21.77
Utilities 7.23 1.19
Communication Services 6.96 1.76
Healthcare 1.62 4.34
Industrials 2.62 7.89
Real Estate - 0.38

Top Comparisons

ICICI Prudential Overnight Fund - Growth ICICI Prudential Overnight Fund - Growth

3Y Returns6.36%

VS

PGIM India Overnight Fund - Regular Plan- Growth Option PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns6.37%

Compare Now

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns6.34%

VS

Baroda BNP Paribas Overnight Fund - Regular Plan - Growth Baroda BNP Paribas Overnight Fund - Regular Plan - Growth

3Y Returns6.37%

Compare Now

ICICI Prudential ESG Exclusionary Strategy Fund - Growth ICICI Prudential ESG Exclusionary Strategy Fund - Growth

3Y Returns22.74%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns22.74%

Compare Now

Canara Robeco Savings Fund - Regular Plan - Growth Option Canara Robeco Savings Fund - Regular Plan - Growth Option

3Y Returns7.11%

VS

UTI Low Duration Fund - Regular Plan - Growth Option UTI Low Duration Fund - Regular Plan - Growth Option

3Y Returns7.36%

Compare Now
Add to Cart Successfully