Kotak Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Multi Asset Allocation Fund - Regular (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹8199 Cr | ₹94 Cr |
Min Investment | ₹100 | ₹ |
Min SIP Invesment | ₹100 | ₹0 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 22 Sep 2023 | 04 Aug 2020 |
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) | NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index |
Turn Over | % | 70% |
Expense Ratio | 1.73 | 2.03 |
Manager | Abhishek Bisen | Rakesh Shetty |
ISIN Code | INF174KA1PA0 | INF247L01AJ6 |
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 | Motilal Oswal 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) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.72% | 1.87% |
6 Month | 9.71% | -0.54% |
1 Year | 4.06% | -9.21% |
3 Year | - | 5.18% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.11% | 4.36% |
1 Year | 7.9% | -0.95% |
3 Year | - | 1.9% |
5 Year | - | 3.28% |
Rolling Lumpsum Returns
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.14% | 5.17% |
3 Year | - | 6.38% |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 9.54% |
Sharp | - | -0.11% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhishek Bisen | Rakesh Shetty |
Total AUM | ₹0 Cr | ₹33886 Cr |
Funds Managed | 33 | 19 |
Kotak Multi Asset Allocation Fund - Regular (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.27 | 62.12 |
Large Cap | 48.54 | 7.18 |
Small Cap | 13.11 | 21.61 |
Mid Cap | 6.08 | 9.09 |
Sector Allocation
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.14 | 59.05 |
Energy | 1.91 | - |
Technology | 8.59 | 12.16 |
Basic Materials | 3.63 | - |
Consumer Cyclical | 15.29 | 3.95 |
Consumer Defensive | 6.86 | 2.85 |
Financial Services | 15.66 | 17.78 |
Utilities | 7.29 | - |
Communication Services | 6.52 | - |
Healthcare | 0.62 | - |
Industrials | 2.5 | 4.21 |
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