Motilal Oswal Asset Allocation FOF vs Kotak Multi Asset Allocator Fund of Fund compare
Kotak Multi Asset Omni FOF - Growth
Motilal Oswal Asset Allocation FOF- A- Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Multi Asset Omni FOF - Growth | Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| Fund | Kotak Multi Asset Omni FOF - Growth | Motilal Oswal Asset Allocation FOF- A- Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹1964 Cr | ₹102 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 09 Aug 2004 | 12 Mar 2021 |
| Category | Domestic Hybrid FoF | Domestic Hybrid FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | 500 TRI,Domestic Price of Gold,NIFTY 500 TRI,Nifty 5yr Benchmark G-Sec TRI |
| Turn Over | 28.16% | 36% |
| Expense Ratio | 0.99 | 0.52 |
| Manager | Abhishek Bisen | Rouhak Shah |
| ISIN Code | INF174K01468 | INF247L01AM0 |
| Exits Load | Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive - 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 Omni FOF - Growth | Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| 1 Month | 4.3% | 3.21% |
| 6 Month | 12.29% | 13.23% |
| 1 Year | 12.31% | 13.97% |
| 3 Year | 20.12% | 18.01% |
| 5 Year | 20.52% | - |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Omni FOF - Growth | Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| 6 Month | 2.65% | 3.48% |
| 1 Year | 14.15% | 16.39% |
| 3 Year | 16.03% | 16.43% |
| 5 Year | 16.99% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Omni FOF - Growth | Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| 1 Year | 12.88% | 12.08% |
| 3 Year | 14.55% | 13.96% |
| 5 Year | 14.11% | - |
Risk Management
| Scheme Name | Kotak Multi Asset Omni FOF - Growth | Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| Standard Deviation | 8.1% | 7.34% |
| Sharp | 1.62% | 1.40% |
| Beta | 0.65% | - |
| Alpha | 8% | - |
Fund Managers
| Scheme Name | Kotak Multi Asset Omni FOF - Growth | Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| Name | Abhishek Bisen | Rouhak Shah |
| Total AUM | ₹0 Cr | ₹105 Cr |
| Funds Managed | 33 | 2 |
| Kotak Multi Asset Omni FOF - Growth | Motilal Oswal Asset Allocation FOF- A- Regular Growth |
Market Cap
| Scheme Name |
Kotak Multi Asset Omni FOF - Growth |
Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Omni FOF - Growth |
Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns19.4%
Canara Robeco ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns14.75%
Aditya Birla Sun Life Value Fund - Growth Option
3Y Returns20.01%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns18.1%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns7.96%
SBI Floating Rate Debt Fund - Regular Plan - Growth
3Y Returns7.73%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns15.41%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns15.19%