Kotak Multi Asset Allocation Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Kotak Multi Asset Allocation Fund - Regular Plan - Growth is ₹11.78.
It is better to invest in a fund with a longer track record as Kotak Multi Asset Allocation Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty Short Duration Debt Index returns, as Funds portfolio is significantly different.
Kotak Multi Asset Allocation Fund - Regular Plan - Growth fund’s expense ratio is 1.78%
The process for redemption is
The AUM of Kotak Multi Asset Allocation Fund - Regular Plan - Growth is currently ₹5,367 Crores.
The Top three stocks are Maruti Suzuki, HDFC Bank and NTPC and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 31% of fund’s portfolio respectively.
Top three sectors of Kotak Multi Asset Allocation Fund - Regular Plan - Growth fund are Others, BFSI and Auto accounting for 57% of the total portfolio.
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 - Regular Plan - Growth Fund is Hybrid - Multi Asset Allocation.
Devender Singhal and Abhishek Bisen manage the Kotak Multi Asset Allocation Fund - Regular Plan - Growth Fund.
Kotak Multi Asset Allocation Fund - Regular Plan - Growth current PE ratio is 31.57 and PB ratio is 4.62
The asset allocation of Kotak Multi Asset Allocation Fund - Regular Plan - Growth is Stocks : 66.80%, Debt : 16.97% and Gold : 16.22%
The minimum SIP amount for Kotak Multi Asset Allocation Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Multi Asset Allocation Fund - Regular Plan - Growth is Nil upto 30% of investment and 1% for remaining investment on or before 1 year, Nil after 1 year