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) | ₹8958 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 | 1.98% | 3.53% |
| 6 Month | 15.77% | 12.92% |
| 1 Year | 12.59% | 10.8% |
| 3 Year | - | 20.6% |
| 5 Year | - | 25.93% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 6 Month | 6.35% | 2.73% |
| 1 Year | 21.85% | 14.64% |
| 3 Year | - | 18.06% |
| 5 Year | - | 19.88% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Year | 7.24% | 7.44% |
| 3 Year | - | 7.52% |
| 5 Year | - | 8.15% |
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 | 36.55 | 59.3 |
| Large Cap | 45.68 | 33.3 |
| Small Cap | 11.77 | 1.45 |
| Mid Cap | 5.99 | 5.95 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 34.38 | 54.33 |
| Energy | 1.26 | - |
| Technology | 8.01 | 8.61 |
| Basic Materials | 2.19 | - |
| Consumer Cyclical | 15.76 | 1.45 |
| Consumer Defensive | 6.75 | 4.75 |
| Financial Services | 16.2 | 24.97 |
| Utilities | 6.87 | 2.59 |
| Communication Services | 5.97 | - |
| Industrials | 2.07 | 1.04 |
| Healthcare | 0.53 | - |
| Real Estate | - | 2.25 |
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