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HDFC Multi vs Kotak Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
HDFC Multi-Asset Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Fund | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹9429 Cr | ₹5149 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 Fund - Growth Option |
|---|---|---|
| 1 Month | 3.71% | 1.33% |
| 6 Month | 15.14% | 6.45% |
| 1 Year | 13.83% | 10.85% |
| 3 Year | - | 14.19% |
| 5 Year | - | 14.57% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| 6 Month | 8.86% | 3.98% |
| 1 Year | 31.48% | 16.43% |
| 3 Year | - | 14.48% |
| 5 Year | - | 13.69% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| 1 Year | 7.24% | 8.87% |
| 3 Year | - | 10.7% |
| 5 Year | - | 10.03% |
Risk Management
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 5.88% |
| Sharp | - | 1.20% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset 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 Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Others | 35.55 | 35.19 |
| Large Cap | 48.02 | 54.37 |
| Small Cap | 11.39 | 6.94 |
| Mid Cap | 5.03 | 3.49 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Others | 31.7 | 32.15 |
| Energy | 1.3 | 6.83 |
| Technology | 7.32 | 5.42 |
| Basic Materials | 2.35 | 3.67 |
| Consumer Cyclical | 15.56 | 8.03 |
| Consumer Defensive | 9.8 | 3.42 |
| Financial Services | 16.87 | 22.77 |
| Utilities | 6.41 | 2.04 |
| Communication Services | 6.15 | 3.27 |
| Industrials | 2.03 | 4.64 |
| Healthcare | 0.52 | 5.38 |
| Real Estate | - | 2.37 |
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