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Kotak Multi Asset Allocation Fund vs Axis Multi Asset Allocation Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹7680 Cr | ₹1316 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 22 Sep 2023 | 23 Aug 2010 |
| 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) | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
| Turn Over | % | 64.15% |
| Expense Ratio | 1.73 | 2.1 |
| Manager | Abhishek Bisen | R Sivakumar |
| ISIN Code | INF174KA1PA0 | INF846K01768 |
| 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 | Axis Multi Asset Allocation 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) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.17% | -1.34% |
| 6 Month | -5.9% | -5.12% |
| 1 Year | 8.1% | 10.57% |
| 3 Year | - | 7.25% |
| 5 Year | - | 10.53% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -2.96% | -0.33% |
| 3 Year | - | 9.73% |
| 5 Year | - | 10.52% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 23.15% | 9.35% |
| 3 Year | - | 8.92% |
| 5 Year | - | 8.93% |
Risk Management
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 10.007% |
| Sharp | - | 0.143% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | R Sivakumar |
| Total AUM | ₹0 Cr | ₹9709 Cr |
| Fund Manage | 33 | 10 |
| Kotak Multi Asset Allocation Fund - Regular (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.96 | 36.35 |
| Large Cap | 37.79 | 40.5 |
| Small Cap | 10.71 | 12.37 |
| Mid Cap | 7.87 | 10.79 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.96 | 36.35 |
| Petroleum Products | 0 | 1.13 |
| IT - Software | 8.11 | 4.92 |
| Personal Products | 1.42 | 1.19 |
| Finance | 3.33 | 3.23 |
| Banks | 6.48 | 10.21 |
| Diversified FMCG | 5.54 | 1.11 |
| Printing & Publication | 0.31 | - |
| Healthcare Services | 1.27 | 1.86 |
| Cement & Cement Products | 1.21 | 1.09 |
| Insurance | 0.92 | 2.62 |
| Construction | 0.29 | 2.74 |
| Ferrous Metals | 0 | 0.7 |
| Gas | 1.59 | - |
| Automobiles | 7.07 | 3.5 |
| Entertainment | 2.12 | - |
| Diversified Metals | 0 | - |
| Realty | 0 | 2.11 |
| Consumer Durables | 0.51 | 2.07 |
| Auto Components | 2.18 | 2.33 |
| Leisure Services | 2.15 | 0.64 |
| Retailing | 2.66 | 2.01 |
| Telecom - Services | 1.52 | 1.86 |
| Pharmaceuticals & Biotechnology | 0 | 4.09 |
| Metals & Minerals Trading | 0 | - |
| Consumable Fuels | 0 | - |
| Non - Ferrous Metals | 0 | 1.46 |
| Minerals & Mining | 0 | - |
| Power | 3.53 | 0.52 |
| Transport Services | 0.68 | 1.27 |
| Transport Infrastructure | -0.02 | - |
| Capital Markets | 0.8 | 1.14 |
| Industrial Manufacturing | 1.6 | 0.36 |
| Beverages | 1.1 | 1.87 |
| Aerospace & Defense | - | 0.83 |
| Chemicals & Petrochemicals | - | 1.3 |
| Electrical Equipment | - | 0.98 |
| Fertilizers & Agrochemicals | - | 2.35 |
| Oil | - | 0.14 |
| Industrial Products | - | 1.32 |
| Household Products | - | 0.71 |
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