- 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
Mirae Asset Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
Mirae Asset Multi Asset Allocation Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Fund | Kotak Multi Asset Allocation Fund - Regular (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8958 Cr | ₹2371 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 22 Sep 2023 | 31 Jan 2024 |
| 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) | 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri |
| Turn Over | % | % |
| Expense Ratio | 1.73 | 2.01 |
| Manager | Abhishek Bisen | Harshad Borawake |
| ISIN Code | INF174KA1PA0 | INF769K01KW3 |
| 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 | Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Month | 1.98% | 2.4% |
| 6 Month | 15.77% | 9.63% |
| 1 Year | 12.59% | 12.7% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 6 Month | 6.35% | 2.53% |
| 1 Year | 21.85% | 14.34% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Year | 7.24% | 10.42% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Name | Abhishek Bisen | Harshad Borawake |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 33 | 3 |
| Kotak Multi Asset Allocation Fund - Regular (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
Market Cap
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 36.55 | 36.28 |
| Large Cap | 45.68 | 49.41 |
| Small Cap | 11.77 | 8.05 |
| Mid Cap | 5.99 | 6.26 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 34.38 | 32.85 |
| Energy | 1.26 | 3.58 |
| Technology | 8.01 | 4.96 |
| Basic Materials | 2.19 | 6.31 |
| Consumer Cyclical | 15.76 | 8.86 |
| Consumer Defensive | 6.75 | 4.52 |
| Financial Services | 16.2 | 21.13 |
| Utilities | 6.87 | 3.52 |
| Communication Services | 5.97 | 3.16 |
| Industrials | 2.07 | 5.91 |
| Healthcare | 0.53 | 3.9 |
| Real Estate | - | 1.29 |
Top Comparisons
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns19.02%
Invesco India Financial Services Fund - Retail Growth
3Y Returns20.43%
ITI Value Fund Regular - Growth
3Y Returns18.15%
Nippon India Value Fund- Growth Plan
3Y Returns21.88%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns5.18%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns13.53%
Tata Silver ETF Fund of Fund - Regular (G)
3Y Returns0%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns23.6%
