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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) | ₹8958 Cr | ₹7759 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 | -0.31% | 0.61% |
| 6 Month | 14.73% | 12.4% |
| 1 Year | 12.07% | 13.73% |
| 3 Year | - | 19.9% |
| 5 Year | - | 17.55% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 8.22% | 6.65% |
| 1 Year | 25.9% | 24.71% |
| 3 Year | - | 20.48% |
| 5 Year | - | 18.04% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.24% | 15.31% |
| 3 Year | - | 16.11% |
| 5 Year | - | 17.91% |
Risk Management
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 7.68% |
| Sharp | - | 1.61% |
| Beta | - | - |
| Alpha | - | - |
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 | 36.55 | 47.16 |
| Large Cap | 45.68 | 34.99 |
| Small Cap | 11.77 | 5.38 |
| Mid Cap | 5.99 | 12.47 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.38 | 44.68 |
| Energy | 1.26 | 2.36 |
| Technology | 8.01 | 5.52 |
| Basic Materials | 2.19 | 4 |
| Consumer Cyclical | 15.76 | 7.74 |
| Consumer Defensive | 6.75 | 3.34 |
| Financial Services | 16.2 | 17.36 |
| Utilities | 6.87 | 4.03 |
| Communication Services | 5.97 | 1.21 |
| Industrials | 2.07 | 5.99 |
| Healthcare | 0.53 | 2.76 |
| Real Estate | - | 1.01 |
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