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Kotak Multi Asset Allocation Fund vs Mirae Asset Multi Asset Allocation Fund compare

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

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tortoise-icon Mirae Asset Multi Asset Allocation Fund-Reg (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹8374 Cr ₹2187 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 5.45% 2.63%
6 Month 17.33% 13.29%
1 Year 6.09% 8.57%
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 7.27% 3.9%
1 Year 18.45% 15.5%
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 8.14% 11.01%
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 32.27 34.89
Large Cap 48.54 51.18
Small Cap 13.11 8.55
Mid Cap 6.08 5.37

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Mirae Asset Multi Asset Allocation Fund-Reg (G)

Others 31.14 31.91
Energy 1.91 3.66
Technology 8.59 5.43
Basic Materials 3.63 5.57
Consumer Cyclical 15.29 8.49
Consumer Defensive 6.86 4.38
Financial Services 15.66 22.47
Utilities 7.29 3.47
Communication Services 6.52 3.04
Healthcare 0.62 3.64
Industrials 2.5 6.63
Real Estate - 1.33

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