Kotak Multi Asset Allocation Fund vs Nippon India Multi Asset Fund compare

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Kotak Multi Asset Allocation Fund - Regular (G)

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Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

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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)	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)	₹9869 Cr	₹9601 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

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	3.9%	1.34%
6 Month	15.37%	10.33%
1 Year	16.81%	16.24%
3 Year	-	19.98%
5 Year	-	16.56%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	8.32%	4.44%
1 Year	32.71%	23.4%
3 Year	-	19.77%
5 Year	-	17.7%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	7.24%	14.99%
3 Year	-	16.33%
5 Year	-	17.86%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	7.59%
Sharp	-	1.54%
Beta	-	-
Alpha	-	-

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

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	37.83	47.35
Large Cap	46.26	35.86
Small Cap	11.08	5.51
Mid Cap	4.82	11.28

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	33.54	44.39
Energy	1.31	2.67
Technology	7.37	5.94
Basic Materials	2.18	3.5
Consumer Cyclical	15.44	8.46
Consumer Defensive	9.23	3
Financial Services	16.59	17.6
Utilities	5.79	3.19
Communication Services	6.07	1.37
Industrials	1.9	6.3
Healthcare	0.58	2.65
Real Estate	-	0.91