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) | ₹8220 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 | -0.57% | -1.16% |
6 Month | 5.34% | 7.93% |
1 Year | 1.98% | 5.37% |
3 Year | - | 21.25% |
5 Year | - | 26.48% |
SIP Return Analysis
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
6 Month | 5.55% | 6.51% |
1 Year | 8.72% | 12.36% |
3 Year | - | 20.11% |
5 Year | - | 21.83% |
Rolling Lumpsum Returns
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
1 Year | 8.14% | 7.44% |
3 Year | - | 7.5% |
5 Year | - | 8.13% |
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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 32.89 | 63.3 |
Large Cap | 46.79 | 28.57 |
Small Cap | 13.19 | 1.52 |
Mid Cap | 7.13 | 6.61 |
Sector Allocation
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Others | 31.86 | 59.53 |
Energy | 2.06 | 0.97 |
Technology | 8.7 | 6.61 |
Basic Materials | 3.44 | - |
Consumer Cyclical | 14.55 | 2.27 |
Consumer Defensive | 6.56 | 3.33 |
Financial Services | 14.4 | 24.29 |
Utilities | 7.23 | - |
Communication Services | 6.96 | - |
Healthcare | 1.62 | - |
Industrials | 2.62 | 1.12 |
Real Estate | - | 1.88 |
Top Comparisons
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns12.41%
360 ONE Balanced Hybrid Fund Regular - Growth
3Y Returns0%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns19.98%
Bandhan Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.09%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns7.12%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns15.24%
LIC MF ELSS Regular Plan-Growth
3Y Returns16.36%