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Kotak Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare
Kotak Multi Asset Allocation Fund - Regular (G)
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7680 Cr | ₹3487 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 22 Sep 2023 | 04 Mar 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,BSE 200 TRI,MCX I-COMDEX Composite Index |
| Turn Over | % | 16.78% |
| Expense Ratio | 1.73 | 1.87 |
| Manager | Abhishek Bisen | Rahul Singh |
| ISIN Code | INF174KA1PA0 | INF277K012Z5 |
| 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 | Tata Multi Asset Opportunities 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) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 4.4% | 5.17% |
| 6 Month | -5.46% | -2.92% |
| 1 Year | 6.5% | 7.18% |
| 3 Year | - | 12.15% |
| 5 Year | - | 18.92% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -2.72% | -1.98% |
| 1 Year | -6.94% | -5.15% |
| 3 Year | - | 10.6% |
| 5 Year | - | 12.5% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 23.15% | 18.05% |
| 3 Year | - | 15.76% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 7.805% |
| Sharp | - | 0.735% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Name | Abhishek Bisen | Rahul Singh |
| Total AUM | ₹0 Cr | ₹19760 Cr |
| Funds Managed | 33 | 9 |
| Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 33.2 | 33.43 |
| Large Cap | 45.85 | 46.74 |
| Small Cap | 13.18 | 11.93 |
| Mid Cap | 7.77 | 7.9 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 32.95 | 32.93 |
| Energy | 0.41 | 4.78 |
| Technology | 9.06 | 4.28 |
| Consumer Cyclical | 15.86 | 5.87 |
| Consumer Defensive | 7.31 | 1.06 |
| Financial Services | 13.26 | 20.08 |
| Utilities | 6.7 | 3.4 |
| Healthcare | 1.91 | 6.07 |
| Communication Services | 5.19 | 4.57 |
| Basic Materials | 2.68 | 5.53 |
| Industrials | 4.47 | 9.08 |
| Real Estate | 0.2 | 2.37 |
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