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  • Kotak Multi Asset Allocation Fund (Growth)
Kotak Mutual Fund

Kotak Multi Asset Allocation Fund (Growth)

HybridMulti Asset Allocation

12.439

NAV (Jun 12)

24.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

12.439

NAV (Jun 12)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
24.4%
6 Month CAGR
17.1%

Scheme Information

Investment Objective

The investment objective of the scheme is 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
1.76
Launched (1y ago)
Sep 22, 2023
AUM in Crores
6089.399
ISIN
INF174KA1PA0
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
7.34
Fund Managers

Arjun Khanna

Fund Manager

Devender Singhal

Fund Manager

Hiten Shah

Fund Manager

Jeetu Sonar

Fund Manager

Abhishek Bisen

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 (Growth)70%NaN NaN%
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 2024-06-12

Top Stock Holdings

cash offset for derivatives

11.8%
11.8%

kotak gold etf

10.9%
10.9%

kotak silver etf

8.2%
8.2%

maruti suzuki india ltd

4.9%
4.9%

ntpc ltd

4%
4%
See all holdings

Allocation by Sector

financial services

19.7%
19.7%

consumer cyclical

12.7%
12.7%

utilities

6.8%
6.8%

basic materials

6.1%
6.1%

consumer defensive

6%
6%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,135 cr

₹ 35,122 cr

₹ 9,275 cr

₹ 3,337 cr

₹ 3,146 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 423,181 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR
Kotak Gold Fund (G)
Kotak Gold Fund (G)

11.9%

8.2%

15.7%

15.1%

-

5.2%

11.9%

8.2%

11.9%

8.2%

Kotak Multi Asset Allocation Fund (G) Review

Kotak Multi Asset Allocation Fund (G) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 24.4% over a period of 0 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Arjun Khanna, Devender Singhal, Hiten Shah, Jeetu Sonar.

Nav of Kotak Multi Asset Allocation Fund (G) as of 6/12/2024 is ₹12.44 with the total AUM as of 6/13/2024 is ₹6089.399. 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 Sep 22, 2023. The category risk of the fund is High Risk.

The minimum SIP amount for Kotak Multi Asset Allocation Fund (G) is ₹0 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 Multi Asset Allocation 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 ₹0. 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 Not Reviewed Yet 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 1.76% for regular plan.