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Kotak Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Chart Comparison
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) | ₹9869 Cr | ₹4617 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 | 5.64% | 2.3% |
| 6 Month | 17.47% | 8.95% |
| 1 Year | 20.99% | 14.35% |
| 3 Year | - | 15.77% |
| 5 Year | - | 15.79% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 8.27% | 4.21% |
| 1 Year | 31.59% | 18.98% |
| 3 Year | - | 15.4% |
| 5 Year | - | 14.69% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.24% | 14.3% |
| 3 Year | - | 15.48% |
| 5 Year | - | 17.33% |
Risk Management
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 7.69% |
| Sharp | - | 1.00% |
| Beta | - | - |
| Alpha | - | - |
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 | 37.83 | 39.56 |
| Large Cap | 46.26 | 41.77 |
| Small Cap | 11.08 | 11.59 |
| Mid Cap | 4.82 | 7.07 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 33.54 | 34.93 |
| Energy | 1.31 | 5.12 |
| Technology | 7.37 | 4.05 |
| Basic Materials | 2.18 | 3.78 |
| Consumer Cyclical | 15.44 | 3.9 |
| Consumer Defensive | 9.23 | 1.85 |
| Financial Services | 16.59 | 26.32 |
| Utilities | 5.79 | 2.18 |
| Communication Services | 6.07 | 4.33 |
| Industrials | 1.9 | 7.33 |
| Healthcare | 0.58 | 4.6 |
| Real Estate | - | 1.62 |
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