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) | ₹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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