Motilal Oswal Multi Asset Fund vs Kotak Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹7485 Cr | ₹104 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 | 2.07 |
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 | -1.91% | -6.71% |
6 Month | -3.14% | -13.74% |
1 Year | 9.27% | -7.31% |
3 Year | - | 2.47% |
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 | - | - |
1 Year | 4.13% | -14.41% |
3 Year | - | 1.73% |
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 | 23.15% | 6.52% |
3 Year | - | 6.75% |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 4.89% |
Sharp | - | 0.34% |
Beta | - | 0.34% |
Alpha | - | -0.23% |
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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 |
Fund Manage | 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 | 30.96 | 57.06 |
Large Cap | 37.79 | 11.72 |
Small Cap | 10.71 | 16.7 |
Mid Cap | 7.87 | 14.49 |
Sector Allocation
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.96 | 17.16 |
Petroleum Products | 0 | - |
IT - Software | 8.11 | - |
Personal Products | 1.42 | - |
Finance | 3.33 | - |
Banks | 6.48 | - |
Diversified FMCG | 5.54 | - |
Printing & Publication | 0.31 | - |
Healthcare Services | 1.27 | - |
Cement & Cement Products | 1.21 | - |
Insurance | 0.92 | 3.15 |
Construction | 0.29 | 1.86 |
Ferrous Metals | 0 | - |
Gas | 1.59 | - |
Automobiles | 7.07 | - |
Entertainment | 2.12 | - |
Diversified Metals | 0 | - |
Realty | 0 | - |
Consumer Durables | 0.51 | - |
Auto Components | 2.18 | - |
Leisure Services | 2.15 | - |
Retailing | 2.66 | - |
Telecom - Services | 1.52 | - |
Pharmaceuticals & Biotechnology | 0 | - |
Metals & Minerals Trading | 0 | - |
Consumable Fuels | 0 | - |
Non - Ferrous Metals | 0 | - |
Minerals & Mining | 0 | - |
Power | 3.53 | - |
Transport Services | 0.68 | - |
Transport Infrastructure | -0.02 | - |
Capital Markets | 0.8 | - |
Industrial Manufacturing | 1.6 | - |
Beverages | 1.1 | - |
Technology | - | 4.81 |
Financial | - | 38.16 |
Healthcare | - | 1.18 |
Services | - | 5.94 |
Chemicals | - | 3.15 |
Automobile | - | 8.01 |
Materials | - | 1.71 |
Unclassified | - | 14.84 |
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