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HDFC Multi vs Kotak Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
HDFC Multi-Asset Allocation Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| Fund | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹10836 Cr | ₹5460 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 22 Sep 2023 | 17 Aug 2005 |
| 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) | Domestic Price of Gold,NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | % | 26.35% |
| Expense Ratio | 1.73 | 1.91 |
| Manager | Abhishek Bisen | Anil Bamboli |
| ISIN Code | INF174KA1PA0 | INF179K01AP0 |
| 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 | HDFC Multi-Asset 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) | HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| 1 Month | 6.39% | 1.29% |
| 6 Month | 20.84% | 6.54% |
| 1 Year | 29.83% | 15.09% |
| 3 Year | - | 14.92% |
| 5 Year | - | 13.13% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| 6 Month | 11.72% | 2.37% |
| 1 Year | 42.25% | 13.31% |
| 3 Year | - | 13.59% |
| 5 Year | - | 13.27% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| 1 Year | 10.9% | 8.93% |
| 3 Year | - | 10.72% |
| 5 Year | - | 10.04% |
Risk Management
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 6.11% |
| Sharp | - | 1.46% |
| Beta | - | 0.73% |
| Alpha | - | 2.67% |
Fund Managers
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Anil Bamboli |
| Total AUM | ₹0 Cr | ₹135442 Cr |
| Funds Managed | 33 | 12 |
| Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| Others | 37.06 | 34.7 |
| Large Cap | 47.92 | 55.38 |
| Small Cap | 10.2 | 6.59 |
| Mid Cap | 4.83 | 3.33 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| Others | 31.07 | 31.6 |
| Energy | 2.21 | 6.75 |
| Technology | 7.31 | 5.78 |
| Basic Materials | 3.01 | 3.08 |
| Consumer Cyclical | 14.52 | 9.13 |
| Consumer Defensive | 8.41 | 3.19 |
| Financial Services | 17.28 | 22.65 |
| Utilities | 5.88 | 2.12 |
| Communication Services | 6.35 | 3.21 |
| Industrials | 2.25 | 4.67 |
| Healthcare | 1.71 | 5.88 |
| Real Estate | - | 1.94 |
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