Kotak Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare

Kotak Multi Asset Allocation Fund - Regular (G)

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Overview

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Fund	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹6089 Cr	₹102 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	22 Sep 2023	04 Aug 2020
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index
Turn Over	%	70%
Expense Ratio	1.75	2.06
Manager	Abhishek Bisen	Rakesh Shetty
ISIN Code	INF174KA1PA0	INF247L01AJ6
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 of 1%, if redeemed within 15 days./365

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month	1.62%	5.49%
6 Month	16.63%	12.98%
1 Year	-	16.56%
3 Year	-	9.98%
5 Year	-	-

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	12.85%	4.33%
3 Year	12.85%	14.39%
5 Year	12.85%	16.91%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year	13.6%	6.7%
3 Year	13.6%	18.28%
5 Year	13.6%	19.99%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation	-	4.89%
Sharp	-	0.34%
Beta	-	0.34%
Alpha	-	-0.23%

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Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Name	Abhishek Bisen	Rakesh Shetty
Total AUM	₹0 Cr	₹33886 Cr
Fund Manage	33	19
	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	33.03	57.06
Large Cap	39.62	11.72
Small Cap	10.32	16.7
Mid Cap	5.8	14.49

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	32.97	17.16
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	3.15
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	1.86
Non - Ferrous Metals	0	-
Metals & Minerals Trading	0	-
Transport Services	0	-
Pharmaceuticals & Biotechnology	0	-
Unclassified	-	14.84
Financial	-	38.16
Automobile	-	8.01
Services	-	5.94
Chemicals	-	3.15
Materials	-	1.71
Technology	-	4.81
Healthcare	-	1.18