Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

Fund of Funds-Domestic-Hybrid NAV 171.724 0 27 September, 2023

It is an open-ended scheme of Kotak Asset Management Limited that falls under the category of conservative hybrid mutual fund. It is one of the best investment plan for the investors having low risk appetite. The mutual fund diversify the asset largely in the debt and money market instruments which makes it less prone to risk and a perfect choice for SIP investment.

Fund Details

Category Fund of Funds-Domestic-Hybrid
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 August, 2004
Benchmark NIFTY Hybrid 50+50 Balanced
Asset Size(Cr) 907.8168
Turn over 28.16%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load For units in excess of 8% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 0.88
Fund Manager Abhishek Bisen, Devender Singhal, Arjun Khanna
Fund House Kotak Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.65% 0.33% 1.2%
1 M 3.43% 1.68% 2.71%
3 M 3.17% 2.58% 2.51%
6 M 7.68% 5.48% 3.59%
1 Y 15.3% 7.16% 7.77%
2 Y 16.14% 5.04% 9.87%
3 Y 22.93% 5.69% 15.77%
5 Y 15.38% 8.07% 9.07%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 9.32 1.85 7.2 0.64
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 1.33%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 15.3% 22.93% 15.38%

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Kotak Asset Allocator Fund Growth: A Top Rated Scheme for Conservative Investors

Conservative fund is a category of hybrid class that has to invest 10% to 25% of the assets in the equities and the rest in the debt instruments. The same is performed by the Kotak Asset Allocator Fund Regular Plan for minimizing the risk and optimizing the profit. The fund aims to generate consistent returns in the long run by diversifying the assets in the equity and debt instruments. The fund manager, Mr. Deepak Gupta has diversified the assets well in the asset classes to provide positive returns to the conservative investors.

Kotak Asset Allocator Fund: A Perfect Combo of Stability & Returns

The fund managers follows different investment philosophies for both the types of asset classes. In case of equities, this conservative hybrid fund of Kotak Asset Management Company follows the growth style of investment and targets majorly the large cap companies. Moreover, in the debt instruments, the mutual fund invests largely in the high credit quality papers such as A1+, AAA, and AA rated instruments. Thus, if you are searching for one of the best SIP plans then this mutual fund is sure to put an end to your search. What are you waiting for? Stop thinking and start investing now! 

Kotak Asset Allocator Fund G: Investing Money in Promising Sectors

The mutual fund allocates the assets in a large number of sectors with finance sector holding the maximum percentage of assets. Among other sectors are, energy, construction, technology, FMCG, automobile, etc. The idea behind diversifying the assets in more number of sectors is to reduce the risk associated with a particular sector and to grab the market opportunity across the most promising sectors of the Indian economy. Moreover, starting the SIP plan in this fund will further assist in reducing the risk factor.

Kotak Asset Allocator Fund: Top Scheme With a Glorious Track Record

The asset allocator fund of Kotak Mutual Fund was launched on 9th August, 2004 with a prime objective of providing capital appreciation to the investors and with the passage of time the scheme has managed to provide the same. The mutual fund has an exceptional past record and has provided marginal gains over the years. The 5, 7, and 10-year annualized returns of Kotak Asset Allocator Fund is 12.83%, 13.38%, and 14.24%, respectively. The mutual fund competes with NIFTY 50 Hybrid Composite Debt 50:50 Index in terms of growth & performance, and the fund has always outperformed it by a large difference. The scheme has emerged as the top mutual fund among all other funds within the same category.

Kotak Asset Allocator Fund: Who Should Invest?

As said above, the scheme is suitable for low risk takers. Moreover, according to the financial experts it is suggested that an investor should maintain a long term investment perspective while investing. The past performance of the Kotak Asset Allocator Fund also reflects the same idea. The returns have grown higher in numbers with the increment of investment horizon. The mutual fund is suitable for achieving long term financial goals such as retirement, child’s education and other long term plans. Moreover, it is to be suggested that an investor should maintain a diversified portfolio for gaining better risk-adjusted returns.

Kotak Asset Allocator Fund: Lump Sum or SIP Investment?

Well, the choice of mode of investment depends completely on the investor. If an investor has a surplus cash and have some efficient knowledge about the mutual fund space then he can invest via Lumpsum mode of investment. Moreover, if you have a regular income and want to deposit small amount of money in the finance market then you can choose the SIP (Systematic Investment Plan) mode of investment.
The minimum Lumpsum investment required to participate in this scheme is Rs. 5000 while the minimum SIP investment plan starts from Rs. 1,000.

For calculating the expected wealth gain on your investment amount you can use the Lump Sum Calculator or the SIP return Calculator

Reading so far, you must have gathered all the relevant information about Kotak Asset Allocator Fund which is a conservative hybrid fund of Kotak AMC. Thus, if you are also willing to enjoy stable returns from the debt instruments along with high returns from the equity market then you should park your cash in this mutual fund.

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