Kotak Multi Asset Allocation Fund vs HDFC Multi 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) | ₹7680 Cr | ₹3893 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 | 5.02% | 3.97% |
6 Month | -8.02% | -2.68% |
1 Year | 7.89% | 10.04% |
3 Year | - | 12.85% |
5 Year | - | 19.66% |
SIP Return Analysis
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Fund - Growth Option |
---|---|---|
6 Month | -3.07% | 0.64% |
1 Year | -4.59% | 3.32% |
3 Year | - | 13.34% |
5 Year | - | 13.74% |
Rolling Lumpsum Returns
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Fund - Growth Option |
---|---|---|
1 Year | 23.15% | 8.82% |
3 Year | - | 10.54% |
5 Year | - | 9.94% |
Risk Management
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | HDFC Multi-Asset Fund - Growth Option |
---|---|---|
Standard Deviation | - | 6.591% |
Sharp | - | 0.779% |
Beta | - | - |
Alpha | - | - |
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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 |
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 | 33.2 | 33.14 |
Large Cap | 45.85 | 56.8 |
Small Cap | 13.18 | 6.54 |
Mid Cap | 7.77 | 3.53 |
Sector Allocation
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
HDFC Multi-Asset Fund - Growth Option |
---|---|---|
Others | 32.95 | 32.1 |
Energy | 0.41 | 6.91 |
Technology | 9.06 | 6.7 |
Consumer Cyclical | 15.86 | 11.88 |
Consumer Defensive | 7.31 | 5.73 |
Financial Services | 13.26 | 19.21 |
Utilities | 6.7 | 1.79 |
Healthcare | 1.91 | 3.95 |
Communication Services | 5.19 | 3.1 |
Basic Materials | 2.68 | 2.82 |
Industrials | 4.47 | 4.82 |
Real Estate | 0.2 | 1.01 |
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