Hybrid | Multi Asset Allocation
3Y Returns
NA
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
0.3%
Fund Size
₹4938 Cr
Inception Date
14-Sep-23
Fund Manager
Devender Singhal
Exit Load
Nil upto 30% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y.
Overall Fund Zi Tag
Asset Allocation
Equity
71.92%
Debt & Others
28.08%
Market Cap Allocation
Large Cap
51.28%
Mid Cap
13.83%
Small Cap
6.53%
Other Cap
28.36%
Investment Objective
The Investment Objective Of The Scheme Is To Generate Long Term Capital Appreciation By Investing Inequity & Equity Related Securities, Debt & Money Market Instruments, Commodity Etfs Andexchange Traded Commodity Derivatives.
Fund House Detail
AMC Name
Kotak Mahindra Asset Management Company Limited
Scheme Document
https://www.kotakmf.com/Information/forms-and-downloadsAddress
27 BKC, C-27, G Block,Bandra Kurla Complex, Bandra (E),Mumbai - 400 051
Kotak Multi Asset Allocation Fund -Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Quant Multi Asset Fund Direct Plan - Growth
1Y
49.55%
3Y
30.2%
5Y
30.27%
Icici Prudential Multi-Asset Fund - Direct Plan - Growth
1Y
34.36%
3Y
25.51%
5Y
20.38%
Uti Multi Asset Fund - Direct Growth Plan
1Y
40.56%
3Y
18.97%
5Y
15.36%
Nippon India Multi Asset Fund-Direct Plan-Growth
1Y
33.56%
3Y
18.13%
5Y
NA
Tata Multi Asset Opportunities Fund Direct Plan Growth
1Y
29%
3Y
17.86%
5Y
NA
Aditya Birla Sun Life Financial Planning Fof - Aggressive Plan- Direct Plan- Growth
1Y
32.42%
3Y
17.29%
5Y
16.56%
Sbi Multi Asset Allocation Fund Direct Growth
1Y
30.52%
3Y
17.05%
5Y
15.36%
Hsbc Managed Solutions India Growth Fund Direct Plan Growth
1Y
32.7%
3Y
17.03%
5Y
15.58%
Hdfc Multi-Asset Fund - Direct Plan - Growth Option
1Y
24.06%
3Y
15.85%
5Y
15.59%
Franklin India Multi - Asset Solution Fund - Direct Growth
1Y
19.25%
3Y
14.76%
5Y
8.48%
Hsbc Managed Solutions India Moderate Fund Direct Plan Growth
1Y
27.3%
3Y
14.72%
5Y
13.87%
Bandhan Asset Allocation Fund Of Funds-Aggressive Plan-Growth-(Direct Plan)
1Y
28.86%
3Y
14.58%
5Y
12.73%
Motilal Oswal Asset Allocation Passive Fund Of Fund - Aggressive - Direct Growth
1Y
27.54%
3Y
14.36%
5Y
NA
Aditya Birla Sun Life Financial Planning Fund Prudent Plan Direct Plan Growth
1Y
25.31%
3Y
14.06%
5Y
13.79%
Bandhan Asset Allocation Fund Of Fund-Moderate Plan-Direct Plan-Growth
1Y
21.17%
3Y
11.6%
5Y
10.55%
Axis Multi Asset Allocation Fund - Direct Growth
1Y
20.43%
3Y
11.31%
5Y
14.14%
Aditya Birla Sun Life Financial Planning Fund Conservative Plan Direct Plan Growth
1Y
18.34%
3Y
11.07%
5Y
11.14%
Motilal Oswal Asset Allocation Passive Fund Of Fund - Conservative - Direct Growth
1Y
19.25%
3Y
10.79%
5Y
NA
Quantum Multi Asset Fund Of Funds - Direct Plan Growth Option
1Y
17.08%
3Y
10.54%
5Y
10.34%
Motilal Oswal Multi Asset Fund Direct Growth
1Y
17.86%
3Y
8.33%
5Y
NA
Bandhan Asset Allocation Fund Of Fund-Conservative Plan-Direct Plan-Growth
1Y
13.09%
3Y
8.08%
5Y
8.15%
Hsbc Managed Solutions India Conservative Fund Direct Plan Growth
1Y
9.07%
3Y
6.1%
5Y
6.55%
Whiteoak Capital Multi Asset Allocation Fund - Direct Plan Growth
1Y
NA
3Y
NA
5Y
NA
Mirae Asset Multi Asset Allocation Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Shriram Multi Asset Allocation Fund Direct Plan - Growth
1Y
NA
3Y
NA
5Y
NA
Bandhan Multi Asset Allocation Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Dsp Multi Asset Allocation Fund - Direct - Growth
1Y
NA
3Y
NA
5Y
NA
Edelweiss Multi Asset Allocation Fund- Direct Plan Growth
1Y
NA
3Y
NA
5Y
NA
Baroda Bnp Paribas Multi Asset Fund Direct Growth
1Y
32.38%
3Y
NA
5Y
NA
BSE Member code: 58371
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