Kotak Multi Asset Allocation Fund vs HDFC Multi compare
Kotak Multi Asset Allocation Fund - Regular (G)
HDFC Multi-Asset Fund - Growth Option
Chart Comparison
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 | 2.76% | 2.49% |
6 Month | 1.64% | 6.01% |
1 Year | 7.3% | 11.81% |
3 Year | - | 15.74% |
5 Year | - | 19.68% |
SIP Return Analysis
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Fund - Growth Option |
---|---|---|
6 Month | 3.31% | 5.15% |
1 Year | 2.83% | 10.45% |
3 Year | - | 15.05% |
5 Year | - | 14.28% |
Rolling Lumpsum Returns
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Fund - Growth Option |
---|---|---|
1 Year | 23.15% | 8.82% |
3 Year | - | 10.54% |
5 Year | - | 9.94% |
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 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
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
3Y Returns0%
AXIS Nifty Bank Index Fund - Regular (G)
3Y Returns0%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.25%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.35%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns25.93%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns22.81%
ITI Liquid Fund Regular - Growth
3Y Returns6.53%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.86%