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
| 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) | ₹7485 Cr | ₹3410 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 | 1.88 |
| 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 |
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.26% | 0.53% |
| 6 Month | 1.81% | 1.52% |
| 1 Year | 17.99% | 15.81% |
| 3 Year | - | 13.53% |
| 5 Year | - | - |
| Scheme Name | Kotak Multi Asset Allocation Fund - Regular (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.57% | 9.27% |
| 3 Year | - | 15.87% |
| 5 Year | - | - |
| 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 | - | - |
| 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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| 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 |
| 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 |
| 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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