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FAQ : Kotak Multi Asset Allocation Fund - Growth - Direct Plan

Kotak Multi Asset Allocation Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 18.51 N/A N/A N/A
Average Rolling Returns(%) 15.93 N/A N/A N/A

The Current NAV of Kotak Multi Asset Allocation Fund - Growth - Direct Plan is ₹16.33.

It is better to invest in a fund with a longer track record as Kotak Multi Asset Allocation Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Kotak Multi Asset Allocation Fund - Growth - Direct Plan fund’s expense ratio is 0.50%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak Multi Asset Allocation Fund - Growth - Direct Plan is currently ₹12,073 Crores.

The Top three stocks are NTPC, ITC and SBI and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 29% of fund’s portfolio respectively.

Top three sectors of Kotak Multi Asset Allocation Fund - Growth - Direct Plan fund are Others, BFSI and FMCG accounting for 56% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Multi Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Kotak Multi Asset Allocation Fund - Growth - Direct Plan Fund is Hybrid - Multi Asset Allocation.

Devender Singhal and Abhishek Bisen manage the Kotak Multi Asset Allocation Fund - Growth - Direct Plan Fund.

Kotak Multi Asset Allocation Fund - Growth - Direct Plan current PE ratio is 25.46 and PB ratio is 4.17

The asset allocation of Kotak Multi Asset Allocation Fund - Growth - Direct Plan is Stocks : 81.58%, Debt : 18.16% and Gold : 16.10%

The minimum SIP amount for Kotak Multi Asset Allocation Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak Multi Asset Allocation Fund - Growth - Direct Plan is Nil upto 30% of investment and 1% for remaining investment on or before 1 year, Nil after 1 year

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