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

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tortoise-icon Kotak Multi Asset Allocation Fund - Regular (G)

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tortoise-icon 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 Very High
Asset Size (Cr) ₹7947 Cr ₹94 Cr
Min Investment ₹100 ₹500
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

Trailing Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month 0.5% -0.08%
6 Month 4.84% -3.74%
1 Year 3.53% -9.75%
3 Year - 4.83%
5 Year - -

SIP Return Analysis

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month 7.2% 3.86%
1 Year 10.12% -7.42%
3 Year - 0.78%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year 12.69% 5.72%
3 Year - 6.53%
5 Year - -

Risk Management

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 - -

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Fund Managers

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

Market Cap

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Others 30.75 59.8
Large Cap 48.78 7.13
Small Cap 12.86 21.57
Mid Cap 7.61 11.49

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Others 29.68 59.8
Energy 2.02 -
Technology 8.12 11.49
Basic Materials 3.49 -
Consumer Cyclical 15.83 3.92
Consumer Defensive 6.81 2.74
Financial Services 14.44 17.68
Utilities 7.61 -
Communication Services 6.78 -
Healthcare 1.58 -
Industrials 3.65 4.36

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