Kotak Multi Asset Allocation Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

The investment objective of the scheme is to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments, Commodity ETFs and Exchange Traded Commodity Derivatives.

The Kotak Multi Asset Allocation Fund Regular Growth has an AUM of 12784.39 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.68%. The minimum investment in Kotak Multi Asset Allocation Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Kotak Mahindra Mutual Fund - Kotak Gold Exchange Traded Fund, NTPC, ITC & State Bank of India.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Electric Utilities & Oil & Gas Operations.

Some of the similar funds are Nippon India Multi Asset Allocation Fund Regular Growth, SBI Multi Asset Allocation Fund Regular Growth, Kotak Multi Asset Allocation Fund Regular Growth, DSP Multi Asset Allocation Fund Regular Growth, WhiteOak Capital Multi Asset Allocation Fund Regular Growth. Kotak Multi Asset Allocation Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.