Mirae Asset Multi Asset Allocation Fund vs Kotak Multi Asset Allocation Fund compare

Link copied to clipboard!

tortoise-icon Kotak Multi Asset Allocation Fund - Regular (G)

Invest Now

tortoise-icon Mirae Asset Multi Asset Allocation Fund-Reg (G)

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)
Fund Kotak Multi Asset Allocation Fund - Regular (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹7485 Cr ₹1729 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 22 Sep 2023 31 Jan 2024
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) 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri
Turn Over % %
Expense Ratio 1.73 2.01
Manager Abhishek Bisen Harshad Borawake
ISIN Code INF174KA1PA0 INF769K01KW3
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 Mirae Asset 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

Trailing Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Month 1.64% 1.33%
6 Month 1.4% 3.32%
1 Year 17.19% -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)
6 Month - -
1 Year 10.57% -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Year 29.46% -
3 Year - -
5 Year - -

Risk Management

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)
Name Abhishek Bisen Harshad Borawake
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 33 3
Kotak Multi Asset Allocation Fund - Regular (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)

Market Cap

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Mirae Asset Multi Asset Allocation Fund-Reg (G)

Others 30.96 35.07
Large Cap 37.79 50.18
Small Cap 10.71 6.56
Mid Cap 7.87 8.25

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Mirae Asset Multi Asset Allocation Fund-Reg (G)

Others 30.96 19.97
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 0.9
Construction 0.29 3.39
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 -
Technology - 3.74
Materials - 2.34
Chemicals - 0.19
Financial - 27.09
Energy - 4.61
Consumer Staples - 3.26
Services - 2.85
Metals & Mining - 1.06
Communication - 1.52
Capital Goods - 2.35
Consumer Discretionary - 0.6
Automobile - 3.35
Sovereign - 5.52
Healthcare - 2.84
Diversified - 0.12
Unclassified - 14.36

Top Comparisons

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

3Y Returns7.9%

VS

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns11.18%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns19.91%

VS

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

3Y Returns12.03%

Compare Now

SBI Magnum Midcap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth

3Y Returns19.56%

VS

Axis Midcap Fund - Regular Plan - Growth Axis Midcap Fund - Regular Plan - Growth

3Y Returns17.39%

Compare Now

Invesco India Money Market Fund - Growth Invesco India Money Market Fund - Growth

3Y Returns6.06%

VS

UTI MMF - Regular Plan - Growth Option UTI MMF - Regular Plan - Growth Option

3Y Returns6.63%

Compare Now
Request call back
Add to Cart Successfully