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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) | ₹8374 Cr | ₹4715 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 | 5.45% | 2.52% |
| 6 Month | 17.33% | 11.82% |
| 1 Year | 6.09% | 6.99% |
| 3 Year | - | 14.62% |
| 5 Year | - | 15.07% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| 6 Month | 7.27% | 3.6% |
| 1 Year | 18.45% | 13.32% |
| 3 Year | - | 14.29% |
| 5 Year | - | 13.56% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| 1 Year | 8.14% | 8.87% |
| 3 Year | - | 10.66% |
| 5 Year | - | 9.99% |
Risk Management
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 6.20% |
| Sharp | - | 1.04% |
| 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 | 32.27 | 34.09 |
| Large Cap | 48.54 | 55.24 |
| Small Cap | 13.11 | 7.23 |
| Mid Cap | 6.08 | 3.44 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Others | 31.14 | 31.09 |
| Energy | 1.91 | 7.1 |
| Technology | 8.59 | 5.42 |
| Basic Materials | 3.63 | 3.42 |
| Consumer Cyclical | 15.29 | 7.95 |
| Consumer Defensive | 6.86 | 5.16 |
| Financial Services | 15.66 | 22.62 |
| Utilities | 7.29 | 1.93 |
| Communication Services | 6.52 | 3.02 |
| Healthcare | 0.62 | 5.07 |
| Industrials | 2.5 | 4.77 |
| Real Estate | - | 2.45 |
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