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

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) 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 1.62% 0.65%
6 Month 16.63% 10.97%
1 Year - 27.07%
3 Year - 15.24%
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 12.85% 12.22%
3 Year 12.85% 29.21%
5 Year 12.85% 47.63%

Rolling Lumpsum Returns

Scheme Name Kotak Multi Asset Allocation Fund - Regular (G) Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Year 30.06% 18.16%
3 Year - 15.95%
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%

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) 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 28.96 34.12
Large Cap 35.63 49.78
Small Cap 10.6 9.33
Mid Cap 7.71 6.74

Sector Allocation

Scheme Name

Kotak Multi Asset Allocation Fund - Regular (G)

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Others 28.9 34.23
Petroleum Products -0.01 -
IT - Software 7.71 -
Personal Products 1.56 -
Finance 3.5 -
Banks 6.66 -
Diversified FMCG 3.69 -
Printing & Publication 0.34 -
Healthcare Services 1.22 -
Cement & Cement Products 1.23 -
Insurance 1.02 0.88
Construction 0.31 4.66
Ferrous Metals 0 -
Gas 1.63 -
Automobiles 6.71 -
Entertainment 2.04 -
Diversified Metals 0 -
Realty -0.01 -
Consumer Durables 0.49 -
Auto Components 2.16 -
Leisure Services 1.66 -
Retailing 2.69 -
Telecom - Services 1.45 -
Pharmaceuticals & Biotechnology 0 -
Metals & Minerals Trading 0 -
Consumable Fuels 0 -
Non - Ferrous Metals 0 -
Minerals & Mining 0 -
Power 3.5 -
Transport Services 0.71 -
Transport Infrastructure -0.0099999999999998 -
Capital Markets 0.79 -
Industrial Manufacturing 1.87 -
Beverages 1.09 -
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

Top Comparisons

ICICI Prudential Commodities Fund - Growth Option ICICI Prudential Commodities Fund - Growth Option

3Y Returns20.3%

VS

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns19.59%

Compare Now

PGIM India Money Market Fund - Regular Plan - Growth Option PGIM India Money Market Fund - Regular Plan - Growth Option

3Y Returns5.71%

VS

LIC MF Money Market Fund Regular - Growth LIC MF Money Market Fund Regular - Growth

3Y Returns0%

Compare Now

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns26.25%

VS

DSP Equity Opportunities Fund-Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth

3Y Returns18.59%

Compare Now

HDFC Hybrid Debt Fund - Growth Plan HDFC Hybrid Debt Fund - Growth Plan

3Y Returns11.09%

VS

SBI Conservative Hybrid Fund - Regular Plan - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns10.82%

Compare Now
Request call back
Add to Cart Successfully