-
Mutual Funds
-
Insurance
-
Calculators
Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Compare Mutual Funds
Comparing Kotak Multi Asset Allocator FoF - Dynamic vs Quant Multi Asset Allocation FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - hybrid, multi asset allocation
- hybrid, multi asset allocation
- Fund Age
- 21 yrs 1 m
- 12 yrs 7 m
- Fund Size
- ₹1,799 Cr
- ₹3,416 Cr
- 3 months
- 5.13%
- 7.02%
- 6 months
- 7.02%
- 9.52%
- 1 year
- 6.62%
- 7.08%
- 3 year
- 19.06%
- 22.82%
- 5 year
- 20.38%
- 27.71%
- Standard Deviation
- 8.65
- 11.55
- Sharpe
- 1.69
- 1.55
- Beta
- 0.88
- 1.01
- Sortino
- 2.28
- 2.54
- Alpha
- 5.32
- 7.32
- Top 3 sectors
- Unclassified (95.03%)
- Energy (16.439999999999998%)
- Insurance (13.63%)
- Financial (11.09%)
- Top 5 holdings
- Kotak Consumption Fund Direct - Growth (10.89%)
- Kotak Infrastructure and Economic Reform Fund Direct-Growth (10.5%)
- Kotak Nifty PSU Bank Exchange Traded Fund (9.43%)
- Kotak Nifty 50 ETF-IDCW (8.31%)
- Kotak Gilt Investment - Direct Plan (7.79%)
- Reliance Industries Ltd. (9.53%)
- JIO Financial Services Ltd. (9.11%)
- Nippon India Silver ETF - Growth (8.25%)
- Premier Energies Ltd. (6.91%)
- Life Insurance Corporation of India (5.61%)
- Equity%
- 73.672416%
- 39.58976%
- Debt%
- 13.137508%
- 10.73053%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- 5.68%
- Modified Duration
- NA
- 1.66027397 yrs
- Avg. Maturity
- NA
- 2.73972603 yrs
- Avg. Credit Quality
- Low (SOV)
- Low (Cash & Call Money)
- Expense Ratio
- 0.99%
- 0.6%
- Exit Load
- 1.0% know more
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- Min. Investment
- SIP ₹1000 & Lumpsum ₹5000
- SIP ₹1000 & Lumpsum ₹5000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Devender Singhal
- Arjun Khanna
- Abhishek Bisen
- Sanjeev Sharma
- Ankit A Pande
- Vasav Sahgal
- Varun Pattani
- Sandeep Tandon
- Ayusha Kumbhat
