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
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) | ₹6089 Cr | ₹3051 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 50 TRI | CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index |
Turn Over | % | 16.78% |
Expense Ratio | 1.75 | 1.87 |
Manager | Abhishek Bisen | Rahul Singh |
ISIN Code | INF174KA1PA0 | INF277K012Z5 |
Exits Load | Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Month | 1.62% | 0.65% |
6 Month | 16.63% | 10.97% |
1 Year | - | 27.07% |
3 Year | - | 15.24% |
5 Year | - | - |
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | 12.85% | 12.22% |
3 Year | 12.85% | 29.21% |
5 Year | 12.85% | 47.63% |
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Year | 13.6% | 18.42% |
3 Year | 13.6% | 41.6% |
5 Year | 13.6% | 51.56% |
Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | - | 7.24% |
Sharp | - | 1.16% |
Beta | - | 0.81% |
Alpha | - | 3.85% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 33 | 9 |
Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 33.03 | 34.12 |
Large Cap | 39.62 | 49.78 |
Small Cap | 10.32 | 9.33 |
Mid Cap | 5.8 | 6.74 |
Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 32.97 | 34.23 |
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 | 0.88 |
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 | 4.66 |
Non - Ferrous Metals | 0 | - |
Metals & Minerals Trading | 0 | - |
Transport Services | 0 | - |
Pharmaceuticals & Biotechnology | 0 | - |
Financial | - | 18.38 |
Energy | - | 7.47 |
Communication | - | 3.65 |
Technology | - | 3.9 |
Sovereign | - | 5.06 |
Metals & Mining | - | 1.52 |
Capital Goods | - | 3.63 |
Services | - | 2.61 |
Automobile | - | 2.47 |
Materials | - | 2.55 |
Unclassified | - | 0.94 |
Healthcare | - | 4.81 |
Consumer Discretionary | - | 0.71 |
Chemicals | - | 1.23 |
Consumer Staples | - | 0.91 |
Textiles | - | 0.36 |
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