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(%) | 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 - Regular Plan - Growth is ₹15.76.
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 500 returns, as Funds portfolio is significantly different.
Kotak Multi Asset Allocation Fund - Regular Plan - Growth fund’s expense ratio is 1.68%
The process for redemption is
The AUM of Kotak Multi Asset Allocation Fund - Regular Plan - Growth 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 - Regular Plan - Growth 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 - 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 25.46 and PB ratio is 4.17
The asset allocation of Kotak Multi Asset Allocation Fund - Regular Plan - Growth is Stocks : 81.58%, Debt : 18.16% and Gold : 16.10%
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
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