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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) | ₹9869 Cr | ₹5303 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 | 5.72% | 1.19% |
| 6 Month | 19.27% | 6.21% |
| 1 Year | 22.19% | 12.64% |
| 3 Year | - | 14.89% |
| 5 Year | - | 13.36% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| 6 Month | 11.49% | 3.92% |
| 1 Year | 39.24% | 15.96% |
| 3 Year | - | 14.45% |
| 5 Year | - | 13.78% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| 1 Year | 7.24% | 8.89% |
| 3 Year | - | 10.7% |
| 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 | - | 1.34% |
| Beta | - | 0.73% |
| Alpha | - | 2.75% |
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 | 37.83 | 34.33 |
| Large Cap | 46.26 | 55.41 |
| Small Cap | 11.08 | 6.78 |
| Mid Cap | 4.82 | 3.47 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| Others | 33.54 | 31.29 |
| Energy | 1.31 | 6.92 |
| Technology | 7.37 | 5.66 |
| Basic Materials | 2.18 | 3.3 |
| Consumer Cyclical | 15.44 | 8.35 |
| Consumer Defensive | 9.23 | 3.31 |
| Financial Services | 16.59 | 23.36 |
| Utilities | 5.79 | 2.01 |
| Communication Services | 6.07 | 3.28 |
| Industrials | 1.9 | 4.96 |
| Healthcare | 0.58 | 5.54 |
| Real Estate | - | 2.02 |
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