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- C- Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Multi Asset Omni FOF - Growth | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| Fund | Kotak Multi Asset Omni FOF - Growth | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | High |
| Asset Size (Cr) | ₹2177 Cr | ₹74 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 FoF | Domestic FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE India Bond Index |
| Turn Over | 28.16% | 36% |
| Expense Ratio | 0.99 | 0.49 |
| Manager | Abhishek Bisen | Rouhak Shah |
| ISIN Code | INF174K01468 | INF247L01AO6 |
| 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 - Conservative - 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- C- Regular Growth |
|---|---|---|
| 1 Month | 0.81% | 1.11% |
| 6 Month | 9.06% | 7.51% |
| 1 Year | 11.85% | 12.93% |
| 3 Year | 18.4% | 14.12% |
| 5 Year | 18.79% | - |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Omni FOF - Growth | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| 6 Month | 4.44% | 3.29% |
| 1 Year | 21.04% | 16.48% |
| 3 Year | 17.74% | 14.58% |
| 5 Year | 17.91% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Omni FOF - Growth | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| 1 Year | 12.9% | 10.76% |
| 3 Year | 14.71% | 10.56% |
| 5 Year | 14.15% | - |
Risk Management
| Scheme Name | Kotak Multi Asset Omni FOF - Growth | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| Standard Deviation | 7.97% | 4.50% |
| Sharp | 1.42% | 1.51% |
| Beta | 0.65% | - |
| Alpha | 8% | - |
Fund Managers
| Scheme Name | Kotak Multi Asset Omni FOF - Growth | Motilal Oswal Asset Allocation FOF- C- 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- C- Regular Growth |
Market Cap
| Scheme Name |
Kotak Multi Asset Omni FOF - Growth |
Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Omni FOF - Growth |
Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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