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

Kotak Multi Asset Allocation Fund - Regular (G)

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

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	Average
Asset Size (Cr)	₹6089 Cr	₹3595 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	22 Sep 2023	08 Mar 2020
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	CRISIL Short-Term Bond Index,MSCI World,Domestic Price of Gold,BSE 500 TRI
Turn Over	%	66%
Expense Ratio	1.75	1.54
Manager	Abhishek Bisen	Ashutosh Bhargava
ISIN Code	INF174KA1PA0	INF204KB16V0
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 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	1.62%	2.48%
6 Month	16.63%	15.12%
1 Year	-	34.34%
3 Year	-	16.92%
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	12.85%	14.33%
3 Year	12.85%	33.61%
5 Year	12.85%	42.11%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	13.6%	16%
3 Year	13.6%	41.05%
5 Year	13.6%	45.97%

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	33.03	48.13
Large Cap	39.62	36.33
Small Cap	10.32	3.11
Mid Cap	5.8	12.43

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	32.97	6.1
Petroleum Products	0	-
IT - Software	5.19	-
Finance	3.51	-
Banks	13.08	-
Diversified FMCG	3.58	-
Printing & Publication	0.39	-
Healthcare Services	1.15	-
Cement & Cement Products	1.49	-
Ferrous Metals	0.54	-
Insurance	1.19	0.96
Construction	0.33	2.65
Gas	1.68	-
Automobiles	7.42	-
Entertainment	2.23	-
Realty	0	-
Auto Components	2.25	-
Leisure Services	0.29	-
Telecom - Services	1.49	-
Pharmaceuticals & Biotechnology	0	-
Metals & Minerals Trading	0	-
Consumable Fuels	-0.01	-
Non - Ferrous Metals	0	-
Personal Products	1.06	-
Minerals & Mining	-0.01	-
Power	3.48	-
Transport Services	0	-
Transport Infrastructure	-0.02	-
Retailing	1.38	-
Capital Markets	0.81	-
Industrial Manufacturing	2.18	-
Beverages	1.12	-
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