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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 | -0.88% | 1.33% |
| 6 Month | 15.45% | 7.29% |
| 1 Year | 17.02% | 13.24% |
| 3 Year | - | 14.7% |
| 5 Year | - | 14.87% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| 6 Month | 7.13% | 3.77% |
| 1 Year | 26.53% | 16.25% |
| 3 Year | - | 14.65% |
| 5 Year | - | 13.76% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| 1 Year | 7.24% | 8.85% |
| 3 Year | - | 10.69% |
| 5 Year | - | 10.03% |
Risk Management
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 5.93% |
| Sharp | - | 1.27% |
| 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 | 36.55 | 34.26 |
| Large Cap | 45.68 | 55.2 |
| Small Cap | 11.77 | 7.02 |
| Mid Cap | 5.99 | 3.52 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Others | 34.38 | 31.08 |
| Energy | 1.26 | 6.58 |
| Technology | 8.01 | 5.13 |
| Basic Materials | 2.19 | 3.78 |
| Consumer Cyclical | 15.76 | 8.24 |
| Consumer Defensive | 6.75 | 4.34 |
| Financial Services | 16.2 | 22.81 |
| Utilities | 6.87 | 2.1 |
| Communication Services | 5.97 | 3.14 |
| Industrials | 2.07 | 4.81 |
| Healthcare | 0.53 | 5.53 |
| Real Estate | - | 2.46 |
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