Kotak Multi Asset Allocation Fund vs Quant Multi Asset Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
Quant Multi Asset Allocation Fund-Growth
Chart Comparison
Overview
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Fund | Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | High |
Asset Size (Cr) | ₹8374 Cr | ₹3162 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 22 Sep 2023 | 18 Apr 2001 |
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) | BSE 200 TRI(65.00), MCX I-COMDEX Composite Index(20.00), CRISIL Short-Term Bond Index(15.00) |
Turn Over | % | % |
Expense Ratio | 1.73 | 1.88 |
Manager | Abhishek Bisen | Sanjeev Sharma |
ISIN Code | INF174KA1PA0 | INF966L01200 |
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 | Quant Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
1 Month | 4.66% | 2.35% |
6 Month | 16.44% | 13.95% |
1 Year | 5.51% | 2.72% |
3 Year | - | 18.4% |
5 Year | - | 25.56% |
SIP Return Analysis
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
6 Month | 7.27% | 4.58% |
1 Year | 18.45% | 14.16% |
3 Year | - | 19.15% |
5 Year | - | 20.78% |
Rolling Lumpsum Returns
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
1 Year | 8.14% | 7.44% |
3 Year | - | 7.5% |
5 Year | - | 8.13% |
Risk Management
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Standard Deviation | - | 13.259% |
Sharp | - | 0.856% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Name | Abhishek Bisen | Sanjeev Sharma |
Total AUM | ₹0 Cr | ₹39731 Cr |
Funds Managed | 33 | 22 |
Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
Market Cap
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Others | 32.27 | 58.96 |
Large Cap | 48.54 | 32.08 |
Small Cap | 13.11 | 2.69 |
Mid Cap | 6.08 | 6.26 |
Sector Allocation
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Others | 31.14 | 55.09 |
Energy | 1.91 | 0.99 |
Technology | 8.59 | 6.26 |
Basic Materials | 3.63 | - |
Consumer Cyclical | 15.29 | 1.69 |
Consumer Defensive | 6.86 | 3.21 |
Financial Services | 15.66 | 27.2 |
Utilities | 7.29 | 2.76 |
Communication Services | 6.52 | - |
Healthcare | 0.62 | - |
Industrials | 2.5 | 1.08 |
Real Estate | - | 1.72 |
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