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

Kotak Multi Asset Allocation Fund - Regular (G)

Mirae Asset Multi Asset Allocation Fund-Reg (G)

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	Very High
Asset Size (Cr)	₹6089 Cr	₹1448 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹5000
Min Addl Investment	₹100	₹1000
Launch Date	22 Sep 2023	10 Jan 2024
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri
Turn Over	%	%
Expense Ratio	1.75	2.04
Manager	Abhishek Bisen	Harshad Borawake
ISIN Code	INF174KA1PA0	INF769K01KW3
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 of 1%, if redeemed within 1 year./365

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Month	1.62%	1.64%
6 Month	16.63%	12.07%
1 Year	-	-
3 Year	-	-
5 Year	-	-

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
6 Month	-	-
1 Year	12.85%	3.82%
3 Year	12.85%	3.82%
5 Year	12.85%	3.82%

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Year	13.6%	5.82%
3 Year	13.6%	5.82%
5 Year	13.6%	5.82%

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

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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)

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Others	33.03	35.07
Large Cap	39.62	50.18
Small Cap	10.32	6.56
Mid Cap	5.8	8.25

Scheme Name	Kotak Multi Asset Allocation Fund - Regular (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Others	32.97	19.97
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	0.9
Construction	0.33	3.39
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	-
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