Kotak Multi Asset Allocation Fund vs HDFC Multi compare

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

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tortoise-icon HDFC Multi-Asset Fund - Growth Option

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Chart Comparison

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

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) ₹0 Cr ₹3137 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 22 Sep 2023 05 Aug 2005
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI Domestic Price of Gold,NIFTY 50 Hybrid Composite Debt 65:35
Turn Over % 26.35%
Expense Ratio 1.73 1.97
Manager Abhishek Bisen Anil Bamboli
ISIN Code INF174KA1PA0 INF179K01AP0
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 15% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) HDFC Multi-Asset Fund - Growth Option
1 Month 1.62% 1.19%
6 Month 16.63% 11.9%
1 Year - 24.95%
3 Year - 13.59%
5 Year - 16.57%

SIP Return Analysis

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) HDFC Multi-Asset Fund - Growth Option
6 Month - -
1 Year 12.85% 10.56%
3 Year 12.85% 25.59%
5 Year 12.85% 48.91%

Rolling Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) HDFC Multi-Asset Fund - Growth Option
1 Year 30.06% 8.75%
3 Year - 10.45%
5 Year - 9.92%

Risk Management

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) HDFC Multi-Asset Fund - Growth Option
Standard Deviation - 6.11%
Sharp - 1.13%
Beta - 0.69%
Alpha - 3.06%

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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
Fund Manage 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 28.96 32.32
Large Cap 35.63 56.11
Small Cap 10.6 7.23
Mid Cap 7.71 4.34

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

HDFC Multi-Asset Fund - Growth Option

Others 28.9 29.64
Petroleum Products -0.01 2.18
IT - Software 7.71 6.22
Personal Products 1.56 1.74
Finance 3.5 0.48
Banks 6.66 19.84
Diversified FMCG 3.69 2.31
Printing & Publication 0.34 -
Healthcare Services 1.22 0.39
Cement & Cement Products 1.23 -
Insurance 1.02 1.83
Construction 0.31 1.48
Ferrous Metals 0 0.48
Gas 1.63 -
Automobiles 6.71 8.06
Entertainment 2.04 -
Diversified Metals 0 -
Realty -0.01 2.55
Consumer Durables 0.49 3.15
Auto Components 2.16 1.55
Leisure Services 1.66 -
Retailing 2.69 -
Telecom - Services 1.45 2.07
Pharmaceuticals & Biotechnology 0 4.85
Metals & Minerals Trading 0 -
Consumable Fuels 0 -
Non - Ferrous Metals 0 0.55
Minerals & Mining 0 -
Power 3.5 1.9
Transport Services 0.71 1.48
Transport Infrastructure -0.0099999999999998 0.44
Capital Markets 0.79 0.22
Industrial Manufacturing 1.87 -
Beverages 1.09 2.71
Aerospace & Defense - 1.61
Fertilizers & Agrochemicals - 0.91
Agricultural Food & other Products - 0.41
Oil - 0.61
Chemicals & Petrochemicals - 0.34

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