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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) | ₹8374 Cr | ₹6959 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 | 5.02% | 3.56% |
| 6 Month | 15.97% | 15.59% |
| 1 Year | 5.96% | 11.62% |
| 3 Year | - | 18.57% |
| 5 Year | - | 17.98% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.27% | 6.01% |
| 1 Year | 18.45% | 19.61% |
| 3 Year | - | 19.51% |
| 5 Year | - | 17.29% |
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 | - | 8.15% |
| Sharp | - | 1.26% |
| 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 | 32.27 | 43.78 |
| Large Cap | 48.54 | 36.41 |
| Small Cap | 13.11 | 6.79 |
| Mid Cap | 6.08 | 13.02 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.14 | 41.77 |
| Energy | 1.91 | 3.7 |
| Technology | 8.59 | 4.72 |
| Basic Materials | 3.63 | 3.53 |
| Consumer Cyclical | 15.29 | 6.61 |
| Consumer Defensive | 6.86 | 2.93 |
| Financial Services | 15.66 | 19.26 |
| Utilities | 7.29 | 4.23 |
| Communication Services | 6.52 | 1.44 |
| Healthcare | 0.62 | 3 |
| Industrials | 2.5 | 7.56 |
| Real Estate | - | 1.27 |
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