Tata Multi Asset Opportunities Fund vs Kotak Multi Asset Allocation Fund compare

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

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tortoise-icon Tata Multi Asset Opportunities Fund-Regular Plan-Growth

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Chart Comparison

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

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) ₹0 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 1.73 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

Trailing Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Month -1.84% -1.08%
6 Month 5.21% 3.76%
1 Year 24.3% 21.58%
3 Year - 12.87%
5 Year - -

SIP Return Analysis

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Tata Multi Asset Opportunities Fund-Regular Plan-Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Year 29.46% 18.3%
3 Year - 15.91%
5 Year - -

Risk Management

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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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 30.96 34.12
Large Cap 37.79 49.78
Small Cap 10.71 9.33
Mid Cap 7.87 6.74

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Others 30.96 34.23
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 0.88
Construction 0.29 4.66
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 -
Materials - 2.55
Technology - 3.9
Financial - 18.38
Services - 2.61
Energy - 7.47
Automobile - 2.47
Consumer Discretionary - 0.71
Healthcare - 4.81
Consumer Staples - 0.91
Metals & Mining - 1.52
Sovereign - 5.06
Communication - 3.65
Capital Goods - 3.63
Chemicals - 1.23
Textiles - 0.36
Unclassified - 0.94

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