Motilal Oswal Multi Asset Fund vs Kotak Multi Asset Allocation Fund compare

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Kotak Multi Asset Allocation Fund - Regular (G)

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Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

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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)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Fund	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹9869 Cr	₹94 Cr
Min Investment	₹100	₹
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	22 Sep 2023	04 Aug 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)	NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index
Turn Over	%	70%
Expense Ratio	1.73	2.03
Manager	Abhishek Bisen	Rakesh Shetty
ISIN Code	INF174KA1PA0	INF247L01AJ6
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	Motilal Oswal Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month	5.72%	1.87%
6 Month	19.27%	-0.54%
1 Year	22.19%	-9.21%
3 Year	-	5.18%
5 Year	-	-

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month	11.98%	-
1 Year	41.32%	4.96%
3 Year	-	-0.48%
5 Year	-	1.98%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year	7.24%	4.62%
3 Year	-	6.27%
5 Year	-	4.15%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation	-	9.54%
Sharp	-	-0.11%
Beta	-	-
Alpha	-	-

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Name	Abhishek Bisen	Rakesh Shetty
Total AUM	₹0 Cr	₹33886 Cr
Funds Managed	33	19
	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	33.61	62.12
Large Cap	41.62	7.18
Small Cap	11.78	21.61
Mid Cap	12.36	9.09

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	33.57	59.05
Petroleum Products	1.31	-
IT - Software	6.71	-
Pharmaceuticals & Biotechnology	1.58	-
Retailing	4.62	-
Personal Products	1.29	-
Banks	9.56	-
Diversified FMCG	6.54	-
Other Utilities	0.28	-
Printing & Publication	0.23	-
Electrical Equipment	0.65	-
Ferrous Metals	0.6	-
Chemicals & Petrochemicals	0.57	-
Insurance	0.63	-
Industrial Products	0.12	-
Construction	0.49	-
Power	4.64	-
Telecom - Services	3.96	-
Gas	0.86	-
Finance	6.35	-
Automobiles	7.94	-
Entertainment	1.04	-
Auto Components	1.5	-
Minerals & Mining	0	-
Consumer Durables	0.62	-
Agricultural, Commercial & Construction Vehicles	0.21	-
Leisure Services	0.99	-
Industrial Manufacturing	1.12	-
Beverages	1.39	-
Technology	-	12.16
Industrials	-	4.21
Financial Services	-	17.78
Consumer Cyclical	-	3.95
Consumer Defensive	-	2.85