Kotak Multi Asset Allocation Fund vs Nippon India Multi Asset Fund compare

Kotak Multi Asset Allocation Fund - Regular (G)

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Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

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Overview

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹7485 Cr	₹4500 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	22 Sep 2023	27 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)	CRISIL Short-Term Bond Index,MSCI World,Domestic Price of Gold,BSE 500 TRI
Turn Over	%	66%
Expense Ratio	1.73	1.51
Manager	Abhishek Bisen	Ashutosh Bhargava
ISIN Code	INF174KA1PA0	INF204KB16V0
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	Nippon India Multi Asset Allocation Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	0.26%	0.43%
6 Month	1.81%	4.03%
1 Year	17.99%	20.44%
3 Year	-	15.44%
5 Year	-	-

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	10.57%	14.42%
3 Year	-	20.02%
5 Year	-	-

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	29.46%	16.7%
3 Year	-	16.07%
5 Year	-	-

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	8.39%
Sharp	-	1.16%
Beta	-	0.93%
Alpha	-	4.35%

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Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Name	Abhishek Bisen	Ashutosh Bhargava
Total AUM	₹0 Cr	₹121448 Cr
Fund Manage	33	12
	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	30.96	48.13
Large Cap	37.79	36.33
Small Cap	10.71	3.11
Mid Cap	7.87	12.43

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	30.96	6.1
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	0.96
Construction	0.29	2.65
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	-
Sovereign	-	5.46
Automobile	-	5.66
Energy	-	5.87
Technology	-	3.47
Financial	-	37.74
Metals & Mining	-	2.56
Materials	-	1.8
Services	-	2.59
Healthcare	-	3.68
Capital Goods	-	4.97
Communication	-	0.32
Consumer Staples	-	2.92
Consumer Discretionary	-	0.75
Unclassified	-	12.5