Tata Multi Asset Opportunities Fund vs Kotak Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Fund | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7680 Cr | ₹3487 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 Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Month | 3.23% | 3.81% |
6 Month | 2.54% | 4.59% |
1 Year | 7.66% | 9% |
3 Year | - | 15.96% |
5 Year | - | 19.38% |
SIP Return Analysis
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
6 Month | 3.31% | 5.37% |
1 Year | 2.83% | 8.12% |
3 Year | - | 14.82% |
5 Year | - | 14.76% |
Rolling Lumpsum Returns
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Year | 23.15% | 18.05% |
3 Year | - | 15.76% |
5 Year | - | - |
Risk Management
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | - | 7.805% |
Sharp | - | 0.735% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities 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 Opportunities Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 33.2 | 33.43 |
Large Cap | 45.85 | 46.74 |
Small Cap | 13.18 | 11.93 |
Mid Cap | 7.77 | 7.9 |
Sector Allocation
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 32.95 | 32.93 |
Energy | 0.41 | 4.78 |
Technology | 9.06 | 4.28 |
Consumer Cyclical | 15.86 | 5.87 |
Consumer Defensive | 7.31 | 1.06 |
Financial Services | 13.26 | 20.08 |
Utilities | 6.7 | 3.4 |
Healthcare | 1.91 | 6.07 |
Communication Services | 5.19 | 4.57 |
Basic Materials | 2.68 | 5.53 |
Industrials | 4.47 | 9.08 |
Real Estate | 0.2 | 2.37 |
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