Kotak Multi Asset Allocation Fund vs Nippon India Multi Asset Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Multi Asset Allocation Fund - Regular (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8220 Cr | ₹6368 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 22 Sep 2023 | 27 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) | CRISIL Short-Term Bond Index,MSCI World,Domestic Price of Gold,BSE 500 TRI |
Turn Over | % | 66% |
Expense Ratio | 1.73 | 1.49 |
Manager | Abhishek Bisen | Ashutosh Bhargava |
ISIN Code | INF174KA1PA0 | INF204KB16V0 |
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 | Nippon India Multi Asset Allocation 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) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.57% | -0.33% |
6 Month | 5.34% | 9.21% |
1 Year | 1.98% | 8.55% |
3 Year | - | 18.22% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.55% | 6.83% |
1 Year | 8.72% | 16.16% |
3 Year | - | 19.76% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.14% | 15.7% |
3 Year | - | 15.95% |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 8.37% |
Sharp | - | 1.50% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Name | Abhishek Bisen | Ashutosh Bhargava |
Total AUM | ₹0 Cr | ₹121448 Cr |
Funds Managed | 33 | 12 |
Kotak Multi Asset Allocation Fund - Regular (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.89 | 43.14 |
Large Cap | 46.79 | 36.27 |
Small Cap | 13.19 | 6.88 |
Mid Cap | 7.13 | 13.71 |
Sector Allocation
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.86 | 41.36 |
Energy | 2.06 | 3.93 |
Technology | 8.7 | 4.42 |
Basic Materials | 3.44 | 4.38 |
Consumer Cyclical | 14.55 | 6.44 |
Consumer Defensive | 6.56 | 2.53 |
Financial Services | 14.4 | 19.36 |
Utilities | 7.23 | 4.33 |
Communication Services | 6.96 | 1.58 |
Healthcare | 1.62 | 2.48 |
Industrials | 2.62 | 8.04 |
Real Estate | - | 1.14 |
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