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

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

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tortoise-icon Motilal Oswal Multi Asset Fund - Regular Plan - 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) 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 Very High
Asset Size (Cr) ₹7485 Cr ₹104 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 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,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index
Turn Over % 70%
Expense Ratio 1.73 2.07
Manager Abhishek Bisen Rakesh Shetty
ISIN Code INF174KA1PA0 INF247L01AJ6
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 Motilal Oswal 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) Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month 1.64% -0.32%
6 Month 1.4% -1.63%
1 Year 17.19% 4.22%
3 Year - 5.75%
5 Year - -

SIP Return Analysis

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month - -
1 Year 10.57% -2.73%
3 Year - 6.61%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year 29.46% 6.89%
3 Year - 6.92%
5 Year - -

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Others 30.96 57.06
Large Cap 37.79 11.72
Small Cap 10.71 16.7
Mid Cap 7.87 14.49

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Others 30.96 17.16
Petroleum Products 0 -
IT - Software 8.11 -
Personal Products 1.42 -
Finance 3.33 -
Banks 6.48 -
Diversified FMCG 5.54 -
Printing & Publication 0.31 -
Healthcare Services 1.27 -
Cement & Cement Products 1.21 -
Insurance 0.92 3.15
Construction 0.29 1.86
Ferrous Metals 0 -
Gas 1.59 -
Automobiles 7.07 -
Entertainment 2.12 -
Diversified Metals 0 -
Realty 0 -
Consumer Durables 0.51 -
Auto Components 2.18 -
Leisure Services 2.15 -
Retailing 2.66 -
Telecom - Services 1.52 -
Pharmaceuticals & Biotechnology 0 -
Metals & Minerals Trading 0 -
Consumable Fuels 0 -
Non - Ferrous Metals 0 -
Minerals & Mining 0 -
Power 3.53 -
Transport Services 0.68 -
Transport Infrastructure -0.02 -
Capital Markets 0.8 -
Industrial Manufacturing 1.6 -
Beverages 1.1 -
Technology - 4.81
Financial - 38.16
Healthcare - 1.18
Services - 5.94
Chemicals - 3.15
Automobile - 8.01
Materials - 1.71
Unclassified - 14.84

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