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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) | ₹9869 Cr | ₹2627 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| 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 | 5.62% | 2.54% |
| 6 Month | 17.52% | 9.1% |
| 1 Year | 21.98% | 18.06% |
| 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 | 11.49% | 6.77% |
| 1 Year | 39.24% | 24.07% |
| 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 | 37.83 | 37.84 |
| Large Cap | 46.26 | 48.44 |
| Small Cap | 11.08 | 8.11 |
| Mid Cap | 4.82 | 5.61 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 33.54 | 33.27 |
| Energy | 1.31 | 3.32 |
| Technology | 7.37 | 6.07 |
| Basic Materials | 2.18 | 6.01 |
| Consumer Cyclical | 15.44 | 8.5 |
| Consumer Defensive | 9.23 | 4.33 |
| Financial Services | 16.59 | 21.62 |
| Utilities | 5.79 | 3.02 |
| Communication Services | 6.07 | 3.24 |
| Industrials | 1.9 | 5.35 |
| Healthcare | 0.58 | 4.13 |
| Real Estate | - | 1.16 |
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