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  • Kotak Mahindra Mutual Fund
  • Kotak Multi Asset Allocation Fund (G)
Kotak Mutual Fund

Kotak Multi Asset Allocation Fund (G)

HybridMulti Asset Allocation

13.105

NAV (Oct 04)

29.837%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.105

NAV (Oct 4)

Fund Returns

Last 1Y
30.6%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
29.8%
6 Month CAGR
12.6%

Scheme Information

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments, Commodity ETFs and Exchange Traded Commodity Derivatives.

Expense Ratio
1.74
Launched (0y ago)
1.74
AUM in Crores
7280.2
ISIN
INF174KA1PA0
Lock-in
-
Benchmark
NA
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Abhishek Bisen

Fund Manager

Arjun Khanna

Fund Manager

Devender Singhal

Fund Manager

Hiten Shah

Fund Manager

Jeetu Valechha Sonar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Multi Asset Allocation Fund (G)70%16,40,945 9,08,33330.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-12-21

Top Stock Holdings

Others

13.3%
13.28%

Kotak Gold ETF

7.7%
7.69%

HDFC Bank Ltd.

7.2%
7.17%

Kotak Silver ETF Regular - Growth

6.5%
6.51%

Others

4.6%
4.58%
See all holdings

Allocation by Sector

Financial

15.709999%
15.709999%

Automobile

9.5%
9.5%

Technology

7.8%
7.8%

Consumer Staples

6.8%
6.8%

Energy

5.49%
5.49%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
hdfc
HDFC Hybrid Debt Fund (G)

₹ 3,347 cr

₹ 48,201 cr

₹ 12,399 cr

₹ 24,644 cr

₹ 5,088 cr

amc-img

About the AMC

Kotak Mahindra Mutual Fund

Kotak Mutual Fund is a part of India's leading financial service conglomerate Kotak Mahindra Group (est. 1985). In 2003, the Kotak Mahindra Group's flagship company received a banking license. Kotak Mahindra Mutual Fund started its operations in 1998. amc-img
phone-img022-61152100 / 1800-22-2626
Fund NameScripbox Opinion
Till Date CAGR
kotak-mahindra
Kotak Nasdaq 100 FOF (G)

15.616%

15.014%

15.947%

8.385%

-

5.712%

6.308%

6.905%

5.79%

7.308%

Kotak Multi Asset Allocation Fund (G) Review

Kotak Multi Asset Allocation Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 29.837% over a period of 1 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Abhishek Bisen, Arjun Khanna, Devender Singhal, Hiten Shah, Jeetu Valechha Sonar.

Nav of Kotak Multi Asset Allocation Fund (G) as of 10/4/2024 is ₹13.11 with the total AUM as of 10/6/2024 is ₹7280.2238. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Multi Asset Allocation Fund (G) was launched on 2023-09-22. The category risk of the fund is null.

The minimum SIP amount for Kotak Multi Asset Allocation Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Kotak Multi Asset Allocation Fund (G)?

Kotak Multi Asset Allocation Fund (G) is a Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Kotak Multi Asset Allocation Fund (G)?

You can invest in Kotak Multi Asset Allocation Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Kotak Multi Asset Allocation Fund (G)?

The minimum sip amount for Kotak Multi Asset Allocation Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Kotak Multi Asset Allocation Fund (G) good to invest in?

As per Scripbox experts, Kotak Multi Asset Allocation Fund (G) is a fund. You can investKotak Multi Asset Allocation Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Kotak Multi Asset Allocation Fund (G)?

The expense ratio of the Kotak Multi Asset Allocation Fund (G) is 1.74% for regular plan.