Return
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- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹10000
AUM (Fund size)
₹15 Cr
Lock In Period
N/A
Expense Ratio
2.42
Benchmark
Crisil Short-Term Bond Fund Index
Exit Load
1% For redemptions / switch outs within 1 year from the date of allotment of units, irrespective of the amount of investment.NIL For redemptions / switch outs after 1 year from the date of allotment of units, irrespective of the amount of investment.
Summary
Latest details for Kotak Multi Asset Allocation Fund - Growth include a ₹ NAV as of Mar 14,2026 and returns since inception of --%. Minimum investments start at SIP ₹1000. The Kotak Multi Asset Allocation Fund - Growth AUM is ₹15 Cr, with a lock-in of N/A years, expense ratio of 2.42%, and benchmark Crisil Short-Term Bond Fund Index. Exit load is - 1% For redemptions / switch outs within 1 year from the date of allotment of units, irrespective of the amount of investment.NIL For redemptions / switch outs after 1 year from the date of allotment of units, irrespective of the amount of investment.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -1.17% and a category best of 2.17%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -1.17 | 2.17 |
| 6M | 0.00 | 1.67 | 18.87 |
| 1Y | 0.00 | 6.68 | 32.46 |
| 3Y | 0.00 | 16.63 | 85.25 |
Portfolio Analysis
- Equity:
- Debt:
- Others
As on:
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About Fund
Kotak Multi Asset Allocation Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Multi Asset Allocationscheme with Assets Under Management of ₹15 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 2.42. Under the expert guidance of Abhishek Bisen ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundDSP Multi Asset Allocation Fund Growth | 0 | 8504.08 CR | 1.43 |
| This FundMotilal Oswal Multi Asset Fund Growth | 0 | 93.8 CR | 2.04 |
| This FundICICI Prudential Multi Asset Fund - Institutional Option - I Growth | 0 | 11090.5 CR | 2.17 |
| This FundNippon India Multi Asset Allocation Fund Growth | 5 | 13438.26 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundDSP Multi Asset Allocation Fund Growth | 25.294 | 0 |
| This FundMotilal Oswal Multi Asset Fund Growth | -9.2133 | 16.3752 |
| This FundICICI Prudential Multi Asset Fund - Institutional Option - I Growth | 20.4613 | 78.2682 |
| This FundNippon India Multi Asset Allocation Fund Growth | 23.6402 | 78.5884 |
FAQs
Kotak Multi Asset Allocation Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak Multi Asset Allocation Fund - Growth is 2.42. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Multi Asset Allocation Fund - Growth’s fund performance is as follows:
- 1 Month : 0.00%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in Kotak Multi Asset Allocation Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak Multi Asset Allocation Fund - Growth is ₹15 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Multi Asset Allocation Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500