- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 1.98% | 2.27% |
| 6 Month | 15.77% | 13.46% |
| 1 Year | 12.59% | 15.15% |
| 3 Year | - | 20.28% |
| 5 Year | - | 18.75% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.35% | 4.16% |
| 1 Year | 21.85% | 19.4% |
| 3 Year | - | 18.7% |
| 5 Year | - | 17.05% |
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 |
Top Comparisons
ITI Value Fund Regular - Growth
3Y Returns18.15%
Quant Value Fund Regular - Growth
3Y Returns21.49%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns17.76%
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
3Y Returns13.27%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns20.11%
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
3Y Returns15.5%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns37.06%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns11.83%
