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

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)	₹6089 Cr	₹1246 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	22 Sep 2023	01 Aug 2010
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI
Turn Over	%	64.15%
Expense Ratio	1.75	2.1
Manager	Abhishek Bisen	R Sivakumar
ISIN Code	INF174KA1PA0	INF846K01768
Exits Load	Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	1.62%	1.95%
6 Month	16.63%	17.75%
1 Year	-	27.09%
3 Year	-	9.75%
5 Year	-	14.67%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	12.85%	10.49%
3 Year	12.85%	18.29%
5 Year	12.85%	36.83%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	13.6%	13.78%
3 Year	13.6%	29.16%
5 Year	13.6%	40.64%

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%

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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

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	33.03	30.73
Large Cap	39.62	47.83
Small Cap	10.32	10.15
Mid Cap	5.8	11.28

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	32.97	3.2
Banks	13.08	-
Automobiles	7.42	-
Power	3.48	-
Transport Infrastructure	-0.02	-
Finance	3.51	-
Cement & Cement Products	1.49	-
Diversified FMCG	3.58	-
Auto Components	2.25	-
Gas	1.68	-
Industrial Manufacturing	2.18	-
IT - Software	5.19	-
Telecom - Services	1.49	-
Retailing	1.38	-
Insurance	1.19	2.86
Beverages	1.12	-
Personal Products	1.06	-
Minerals & Mining	-0.01	-
Healthcare Services	1.15	-
Entertainment	2.23	-
Capital Markets	0.81	-
Consumable Fuels	-0.01	-
Ferrous Metals	0.54	-
Printing & Publication	0.39	-
Realty	0	-
Petroleum Products	0	-
Leisure Services	0.29	-
Construction	0.33	4.41
Non - Ferrous Metals	0	-
Metals & Minerals Trading	0	-
Transport Services	0	-
Pharmaceuticals & Biotechnology	0	-
Unclassified	-	13.65
Financial	-	18.63
Energy	-	7.06
Technology	-	4.39
Sovereign	-	6.32
Consumer Discretionary	-	2.07
Chemicals	-	4.28
Communication	-	2.68
Materials	-	2.43
Consumer Staples	-	6.68
Services	-	3.75
Capital Goods	-	4.63
Automobile	-	6.06
Healthcare	-	6.01
Metals & Mining	-	0.88