Quant Multi Asset Fund vs Kotak Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
Quant Multi Asset Allocation Fund-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Fund | Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹9869 Cr | ₹3162 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 22 Sep 2023 | 18 Apr 2001 |
| 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) | BSE 200 TRI(65.00), MCX I-COMDEX Composite Index(20.00), CRISIL Short-Term Bond Index(15.00) |
| Turn Over | % | % |
| Expense Ratio | 1.73 | 1.88 |
| Manager | Abhishek Bisen | Sanjeev Sharma |
| ISIN Code | INF174KA1PA0 | INF966L01200 |
| 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 | Quant Multi Asset Fund - 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 Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Month | 5.62% | 3.92% |
| 6 Month | 17.52% | 11.89% |
| 1 Year | 21.98% | 17.49% |
| 3 Year | - | 22.37% |
| 5 Year | - | 26.09% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 6 Month | 11.49% | 8.84% |
| 1 Year | 39.24% | 30.77% |
| 3 Year | - | 22.52% |
| 5 Year | - | 22.01% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Year | 7.24% | 7.46% |
| 3 Year | - | 7.55% |
| 5 Year | - | 8.18% |
Risk Management
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Standard Deviation | - | 13.259% |
| Sharp | - | 0.856% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Name | Abhishek Bisen | Sanjeev Sharma |
| Total AUM | ₹0 Cr | ₹39731 Cr |
| Funds Managed | 33 | 22 |
| Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
Market Cap
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 37.83 | 65.31 |
| Large Cap | 46.26 | 26.31 |
| Small Cap | 11.08 | 3.19 |
| Mid Cap | 4.82 | 5.19 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 33.54 | 60.4 |
| Energy | 1.31 | - |
| Technology | 7.37 | 9.86 |
| Basic Materials | 2.18 | - |
| Consumer Cyclical | 15.44 | 1.38 |
| Consumer Defensive | 9.23 | 2.76 |
| Financial Services | 16.59 | 20.21 |
| Utilities | 5.79 | 2.37 |
| Communication Services | 6.07 | - |
| Industrials | 1.9 | 0.92 |
| Healthcare | 0.58 | - |
| Real Estate | - | 2.1 |
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