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Tata Multi Asset Opportunities Fund vs Kotak Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹9869 Cr | ₹4617 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 22 Sep 2023 | 04 Mar 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) | CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index |
| Turn Over | % | 16.78% |
| Expense Ratio | 1.73 | 1.87 |
| Manager | Abhishek Bisen | Rahul Singh |
| ISIN Code | INF174KA1PA0 | INF277K012Z5 |
| 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 | Tata Multi Asset Opportunities 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) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 3.38% | 1.41% |
| 6 Month | 16.1% | 8.29% |
| 1 Year | 15.75% | 11.16% |
| 3 Year | - | 14.98% |
| 5 Year | - | 15.46% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 8.32% | 4.85% |
| 1 Year | 32.71% | 20.95% |
| 3 Year | - | 15.58% |
| 5 Year | - | 14.62% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.24% | 14.41% |
| 3 Year | - | 15.49% |
| 5 Year | - | 17.4% |
Risk Management
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 7.69% |
| Sharp | - | 1.00% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Name | Abhishek Bisen | Rahul Singh |
| Total AUM | ₹0 Cr | ₹19760 Cr |
| Funds Managed | 33 | 9 |
| Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 35.55 | 37.56 |
| Large Cap | 48.02 | 42.84 |
| Small Cap | 11.39 | 12.66 |
| Mid Cap | 5.03 | 6.94 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 31.7 | 34.42 |
| Energy | 1.3 | 5.04 |
| Technology | 7.32 | 4.08 |
| Basic Materials | 2.35 | 3.86 |
| Consumer Cyclical | 15.56 | 4.05 |
| Consumer Defensive | 9.8 | 1.18 |
| Financial Services | 16.87 | 25.83 |
| Utilities | 6.41 | 2.33 |
| Communication Services | 6.15 | 4.49 |
| Industrials | 2.03 | 7.6 |
| Healthcare | 0.52 | 4.71 |
| Real Estate | - | 2.4 |
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