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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 | -4.54% | -3.4% |
| 6 Month | -7.17% | -5.61% |
| 1 Year | 5.34% | 3.19% |
| 3 Year | - | 12.68% |
| 5 Year | - | 16.15% |
SIP Return Analysis
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -6.18% | -5.18% |
| 1 Year | -8.04% | -7.13% |
| 3 Year | - | 10.36% |
| 5 Year | - | 12.78% |
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 |
| Fund Manage | 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 | 33.20421 | 33.43069 |
| Large Cap | 45.85311 | 46.74004 |
| Small Cap | 13.17536 | 11.92589 |
| Mid Cap | 7.7673 | 7.9034 |
Sector Allocation
| Scheme Name |
Kotak Multi Asset Allocation Fund - Regular (G) |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 32.95183 | 32.92527 |
| Energy | 0.41198 | 4.78196 |
| Technology | 9.0588 | 4.27767 |
| Consumer Cyclical | 15.86051 | 5.86533 |
| Consumer Defensive | 7.306 | 1.06031 |
| Financial Services | 13.25588 | 20.07503 |
| Utilities | 6.69862 | 3.39577 |
| Healthcare | 1.9104 | 6.07107 |
| Communication Services | 5.19125 | 4.56869 |
| Basic Materials | 2.68033 | 5.5309 |
| Industrials | 4.47109 | 9.08104 |
| Real Estate | 0.20329 | 2.36698 |
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