Tata Multi Asset Opportunities Fund vs Kotak Multi Asset Allocation Fund compare

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Kotak Multi Asset Allocation Fund - Regular (G)

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Tata Multi Asset Allocation Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹8220 Cr	₹3956 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

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Month	0.1%	0.17%
6 Month	7.06%	8.6%
1 Year	3.09%	4.96%
3 Year	-	15.17%
5 Year	-	17.22%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Tata Multi Asset Allocation Fund-Regular Plan-Growth
6 Month	5.55%	5.25%
1 Year	8.72%	10.91%
3 Year	-	14.58%
5 Year	-	14.51%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Year	12.69%	16.88%
3 Year	-	15.63%
5 Year	-	18.97%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Standard Deviation	-	8.17%
Sharp	-	1.19%
Beta	-	-
Alpha	-	-

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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

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Others	32.89	36.35
Large Cap	46.79	43.56
Small Cap	13.19	13.5
Mid Cap	7.13	6.6

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Others	31.86	34.42
Energy	2.06	5.04
Technology	8.7	3.68
Basic Materials	3.44	5.74
Consumer Cyclical	14.55	5.19
Consumer Defensive	6.56	0.87
Financial Services	14.4	22.81
Utilities	7.23	3.18
Communication Services	6.96	4.05
Healthcare	1.62	5.51
Industrials	2.62	7.63
Real Estate	-	1.87