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Axis Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
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 | 5.35% | 5.03% |
| 6 Month | -7.22% | -5.28% |
| 1 Year | 6.78% | 9.95% |
| 3 Year | - | 7.41% |
| 5 Year | - | 17.02% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.07% | -1.37% |
| 1 Year | -4.59% | -0.3% |
| 3 Year | - | 10.96% |
| 5 Year | - | 10.67% |
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 | - | - |
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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 |
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