Kotak Multi Asset Allocation Fund vs Axis Multi Asset Allocation Fund compare

Link copied to clipboard!

tortoise-icon Kotak Multi Asset Allocation Fund - Regular (G)

Invest Now

tortoise-icon Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
Asset Size (Cr) ₹7485 Cr ₹1281 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 2.07
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 -2.12% -2.51%
6 Month -2.9% -1.35%
1 Year 12.87% 13.8%
3 Year - 6.15%
5 Year - 11.44%

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 4.93% 6.73%
3 Year - 11.47%
5 Year - 11.67%

Rolling Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 29.46% 9.17%
3 Year - 9.02%
5 Year - 8.86%

Risk Management

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation - 9.95%
Sharp - 0.43%
Beta - 1.12%
Alpha - -2.29%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns19.57%

VS

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns13.74%

Compare Now

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns19.71%

VS

HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth

3Y Returns10.05%

Compare Now

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns10.97%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns15.69%

Compare Now

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns7.68%

VS

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns8.13%

Compare Now
Request call back
Add to Cart Successfully