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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 | 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 | - | - |
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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 |
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