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Kotak Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare

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tortoise-icon Kotak Multi Asset Allocation Fund - Regular (G)

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tortoise-icon Tata Multi Asset Allocation Fund-Regular Plan-Growth

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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) Tata Multi Asset Allocation Fund-Regular Plan-Growth
Fund Kotak Multi Asset Allocation Fund - Regular (G) Tata Multi Asset Allocation Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹7947 Cr ₹3795 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 22 Sep 2023 04 Mar 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,BSE 200 TRI,MCX I-COMDEX Composite Index
Turn Over % 16.78%
Expense Ratio 1.73 1.87
Manager Abhishek Bisen Rahul Singh
ISIN Code INF174KA1PA0 INF277K012Z5
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 Tata Multi Asset Opportunities 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) Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Month 3.32% 2.25%
6 Month 3.44% 5.5%
1 Year 5.13% 6.44%
3 Year - 17.12%
5 Year - 18.17%

SIP Return Analysis

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Tata Multi Asset Allocation Fund-Regular Plan-Growth
6 Month 7.15% 7.32%
1 Year 9.01% 12.15%
3 Year - 15.38%
5 Year - 15.02%

Rolling Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Year 12.69% 16.88%
3 Year - 15.63%
5 Year - 18.97%

Risk Management

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Tata Multi Asset Allocation Fund-Regular Plan-Growth
Standard Deviation - 8.54%
Sharp - 0.94%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Tata Multi Asset Allocation Fund-Regular Plan-Growth
Name Abhishek Bisen Rahul Singh
Total AUM ₹0 Cr ₹19760 Cr
Funds Managed 33 9
Kotak Multi Asset Allocation Fund - Regular (G) Tata Multi Asset Allocation Fund-Regular Plan-Growth

Market Cap

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Tata Multi Asset Allocation Fund-Regular Plan-Growth

Others 33.2 33.43
Large Cap 45.85 46.74
Small Cap 13.18 11.93
Mid Cap 7.77 7.9

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Tata Multi Asset Allocation Fund-Regular Plan-Growth

Others 32.95 32.93
Energy 0.41 4.78
Technology 9.06 4.28
Consumer Cyclical 15.86 5.87
Consumer Defensive 7.31 1.06
Financial Services 13.26 20.08
Utilities 6.7 3.4
Healthcare 1.91 6.07
Communication Services 5.19 4.57
Basic Materials 2.68 5.53
Industrials 4.47 9.08
Real Estate 0.2 2.37

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