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

Kotak Multi Asset Allocation Fund - Regular (G)

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Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

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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)	₹7485 Cr	₹1281 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	2.07
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

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	1.64%	2.02%
6 Month	1.4%	4.12%
1 Year	17.19%	16.64%
3 Year	-	7.54%
5 Year	-	12.3%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	10.57%	12.5%
3 Year	-	13.14%
5 Year	-	12.83%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	29.46%	9.17%
3 Year	-	9.02%
5 Year	-	8.86%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	9.95%
Sharp	-	0.43%
Beta	-	1.12%
Alpha	-	-2.29%

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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
Fund Manage	33	10
	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	30.96	36.35
Large Cap	37.79	40.5
Small Cap	10.71	12.37
Mid Cap	7.87	10.79

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	30.96	36.35
Petroleum Products	0	1.13
IT - Software	8.11	4.92
Personal Products	1.42	1.19
Finance	3.33	3.23
Banks	6.48	10.21
Diversified FMCG	5.54	1.11
Printing & Publication	0.31	-
Healthcare Services	1.27	1.86
Cement & Cement Products	1.21	1.09
Insurance	0.92	2.62
Construction	0.29	2.74
Ferrous Metals	0	0.7
Gas	1.59	-
Automobiles	7.07	3.5
Entertainment	2.12	-
Diversified Metals	0	-
Realty	0	2.11
Consumer Durables	0.51	2.07
Auto Components	2.18	2.33
Leisure Services	2.15	0.64
Retailing	2.66	2.01
Telecom - Services	1.52	1.86
Pharmaceuticals & Biotechnology	0	4.09
Metals & Minerals Trading	0	-
Consumable Fuels	0	-
Non - Ferrous Metals	0	1.46
Minerals & Mining	0	-
Power	3.53	0.52
Transport Services	0.68	1.27
Transport Infrastructure	-0.02	-
Capital Markets	0.8	1.14
Industrial Manufacturing	1.6	0.36
Beverages	1.1	1.87
Aerospace & Defense	-	0.83
Chemicals & Petrochemicals	-	1.3
Electrical Equipment	-	0.98
Fertilizers & Agrochemicals	-	2.35
Oil	-	0.14
Industrial Products	-	1.32
Household Products	-	0.71