- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Tata Multi Asset Opportunities Fund vs Kotak Multi Asset Allocation 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 | 4.53% | 5.6% |
| 6 Month | -4.33% | -1.65% |
| 1 Year | 7.02% | 7.99% |
| 3 Year | - | 12.42% |
| 5 Year | - | 18.65% |
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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
DSP Healthcare Fund - Regular Plan - Growth
3Y Returns18.7%
Quant Healthcare Fund Regular - Growth
3Y Returns0%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.63%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.57%
HDFC Asset Allocator Fund of Funds - Growth Option
3Y Returns14.63%
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns12.12%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns21.61%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns13.33%
