Kotak Multi Asset Allocation Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
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  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Kotak Multi Asset Allocation Fund - Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹10000

AUM (Fund size)

₹15 Cr

Lock In Period

N/A

Expense Ratio

2.42

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.

Benchmark

Crisil Short-Term Bond Fund Index

Kotak Multi Asset Allocation Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.72297.26
6M0.004.11315.31
1Y0.005.17339.02
3Y0.0018.7855.84

Portfolio Analysis

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About Fund Kotak Multi Asset Allocation Fund - Growth

Kotak Multi Asset Allocation Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Debt - Hybridscheme 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.

Fund Managers

Abhishek Bisen

Mr. Abhishek holds B.A (Management) and MBA (Finance). He has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Capital Protection Oriented Fund XIV - PlanA 1275 D Growth0524 CR1.12
Fund Name1Y3Y
This FundICICI Prudential Capital Protection Oriented Fund XIV - PlanA 1275 D Growth3.072826.5511

Kotak Multi Asset Allocation Fund - Growth 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%
Returns of Kotak Multi Asset Allocation Fund - Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 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.