Kotak Multi Asset Allocation Fund vs Axis 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) | ₹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 | - | - |
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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 |
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 |
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