Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.30 | 33.49 | 2.44 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.18 | 44.71 | 2.19 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Gold-India |
Multi asset allocation funds invest in multi assets comprising of debt, equity and gold. The fund have minimum of 10% allocation in each asset class.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Kotak Multi Asset Allocation Fund(IDCW Payout) | 31.13% | — | 27.34% |
ICICI Pru Multi-Asset Fund(IDCW-Payout) | 25.89% | 14.97% | 10.30% |
SBI Multi Asset Allocation Fund(M-IDCW Payout) | 27.31% | 15.85% | 9.02% |
Nippon India Multi Asset Allocation Fund(IDCW) | 35.10% | 16.54% | 19.94% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Debt
Others
Holdings
4.20 %
Holdings
3.97 %
Holdings
3.63 %
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
75
Total AUM
₹ 4,65,012.60 Cr.
Devender Singhal
AUM: ₹36,605.99 Cr.
|
Exp: —
Abhishek Bisen
AUM: ₹1,20,350.78 Cr.
|
Exp: 6yrs
Hiten Shah
AUM: ₹85,882.67 Cr.
|
Exp: 8yrs
Jeetu Valechha Sonar
AUM: ₹9,721.67 Cr.
|
Exp: —
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Benefit of investing in Kotak Multi Asset Allocation Fund during volatility
2 months ago•Kotak Mutual Fund
Why you should consider Kotak Multi-Asset Allocation Fund?
1 year ago•Kotak Mutual Fund
Market Outlook for September 2023 by Mr. Nilesh Shah
1 year ago•Kotak Mutual Fund
Why you should invest in Kotak Multi Asset Allocation Fund?
1 year ago•Kotak Mutual Fund
Returns
Insufficient Data