Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare

Link copied to clipboard!

tortoise-icon Kotak Multi Asset Allocation Fund - Regular (G)

Invest Now

tortoise-icon Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund Kotak Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7680 Cr ₹1316 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 22 Sep 2023 23 Aug 2010
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) NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI
Turn Over % 64.15%
Expense Ratio 1.73 2.1
Manager Abhishek Bisen R Sivakumar
ISIN Code INF174KA1PA0 INF846K01768
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 Axis Multi Asset Allocation 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) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 2.85% 2.46%
6 Month -1.26% 0.1%
1 Year 8.82% 11.37%
3 Year - 9.16%
5 Year - 15.82%

SIP Return Analysis

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month -0.03% 1.24%
1 Year -2.21% 2.09%
3 Year - 11.62%
5 Year - 10.82%

Rolling Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 23.15% 9.35%
3 Year - 8.92%
5 Year - 8.93%

Risk Management

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation - 10.251%
Sharp - 0.074%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Name Abhishek Bisen R Sivakumar
Total AUM ₹0 Cr ₹9709 Cr
Funds Managed 33 10
Kotak Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 33.2 35.22
Large Cap 45.85 47.19
Small Cap 13.18 8.68
Mid Cap 7.77 8.9

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 32.95 34.44
Energy 0.41 3.14
Technology 9.06 6.66
Consumer Cyclical 15.86 9.25
Consumer Defensive 7.31 4.41
Financial Services 13.26 20.2
Utilities 6.7 0.7
Healthcare 1.91 5.16
Communication Services 5.19 1.6
Basic Materials 2.68 6.17
Industrials 4.47 6.83
Real Estate 0.2 1.45

Top Comparisons

BANDHAN Focused Equity Fund - Regular Plan - Growth BANDHAN Focused Equity Fund - Regular Plan - Growth

3Y Returns16.17%

VS

Tata Focused Equity Fund-Regular Plan-Growth Tata Focused Equity Fund-Regular Plan-Growth

3Y Returns14.48%

Compare Now

BANDHAN Core Equity Fund - Regular Plan - Growth BANDHAN Core Equity Fund - Regular Plan - Growth

3Y Returns23.23%

VS

DSP Equity Opportunities Fund-Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth

3Y Returns20.45%

Compare Now

HDFC Ultra Short Term Fund - Growth Option HDFC Ultra Short Term Fund - Growth Option

3Y Returns6.75%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns6.14%

Compare Now

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

3Y Returns17.38%

VS

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns23.2%

Compare Now
Add to Cart Successfully