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Kotak Multi Asset Allocation Fund vs Mirae Asset Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
Mirae Asset Multi Asset Allocation Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Fund | Kotak Multi Asset Allocation Fund - Regular (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8958 Cr | ₹2371 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 22 Sep 2023 | 31 Jan 2024 |
| 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) | 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri |
| Turn Over | % | % |
| Expense Ratio | 1.73 | 2.01 |
| Manager | Abhishek Bisen | Harshad Borawake |
| ISIN Code | INF174KA1PA0 | INF769K01KW3 |
| 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 | Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Month | 2.94% | 2.88% |
| 6 Month | 14.32% | 8.87% |
| 1 Year | 12.04% | 12.49% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 6 Month | 7.94% | 4.58% |
| 1 Year | 25.43% | 19.02% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Year | 7.24% | 10.42% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Name | Abhishek Bisen | Harshad Borawake |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 33 | 3 |
| Kotak Multi Asset Allocation Fund - Regular (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
Market Cap
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 36.55 | 36.28 |
| Large Cap | 45.68 | 49.41 |
| Small Cap | 11.77 | 8.05 |
| Mid Cap | 5.99 | 6.26 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 34.38 | 32.85 |
| Energy | 1.26 | 3.58 |
| Technology | 8.01 | 4.96 |
| Basic Materials | 2.19 | 6.31 |
| Consumer Cyclical | 15.76 | 8.86 |
| Consumer Defensive | 6.75 | 4.52 |
| Financial Services | 16.2 | 21.13 |
| Utilities | 6.87 | 3.52 |
| Communication Services | 5.97 | 3.16 |
| Industrials | 2.07 | 5.91 |
| Healthcare | 0.53 | 3.9 |
| Real Estate | - | 1.29 |
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