Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth
1,000
Min SIP
5,000
Min Lumpsum
0.13 %
Expense Ratio
Rating
907
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 21.4% | 25.6% | 16.8% | 15.1% | ||||
| Category Average | 14% | 25% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Kotak Bluechip Fund - Direct (G)
Kotak Bond Fund - Direct (G)
Kotak Infrastructure & Ecoc. Reform-SP-Dir(G)
Kotak Mah.Mutual
Kotak Corporate Bond Fund-Dir(G)
Others
Advance Ratio
0.9
Alpha
2.67
SD
0.52
Beta
0.71
Sharpe
Exit Load
| Exit Load | 8% of the units allotted shall be redeemed without any Exit Load on or before completion of 1 Year from the date of allotment of units. Any redemption in excess of such limit within 1 year from the date of allotment shall be subject to the following Exit Load: If redeemed or switched out on or before comletion of 1 year from the date of allotment of units-1.00% If redeemed or switched out on or after comletion of 1 year from the date of allotment of units-Nil |
|---|
Fund Objective
To generate long term capital appreciation from a portfolio created by investing in units of Kotak Mahindra Mutual Fund schemes & ETFs / Index schemes (Domestic & Offshore Funds including Gold ETFs scheme However, there is no assurance that the investment objective of the Scheme will be realized.
Fund Managers
Devender Singhal - Fund Manager
Mr Devendra Singhal has 14 years of equity and fund management research experience. His main focus at KMAMC is to cover media, automotive, and FMCG research. He worked for Kotak Portfolio Management Services before joining the company’s AMC division. He has been consistently involved in the Kotak Group for nearly 12 years. He previously worked as a fund manager at Religare and at Karvy.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Other .
- FoFs Domestic .
-
- 92
-
16.4%Fund Size - 92
-
7.6%Fund Size - 92
-
12.9%Fund Size - 92
-
- Other .
- FoFs Domestic .
-
- 711
-
16.3%Fund Size - 711
-
7.6%Fund Size - 711
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13%Fund Size - 711
-
- Other .
- FoFs Domestic .
-
- 1,533
-
15.5%Fund Size - 1,533
-
7.6%Fund Size - 1,533
-
13.4%Fund Size - 1,533
-
- Other .
- FoFs Domestic .
-
- 1,555
-
16.2%Fund Size - 1,555
-
7.5%Fund Size - 1,555
-
12.9%Fund Size - 1,555
-
- Other .
- FoFs Domestic .
-
- 148
-
8%Fund Size - 148
-
6.3%Fund Size - 148
-
7.3%Fund Size - 148
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
2,83,896 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
Frequently Asked Questions
How to invest in Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth ?
You can invest in Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth ?
The NAV of Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth is ₹169.1 as of 31 May 2023.
How to redeem Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth?
The minimum SIP amount of Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth is ₹1000
How much returns have Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth generated ?
The Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth has delivered 15.1% since inception
What is the expense ratio of Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth ?
The expense ratio of Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth is 0.13 % as of 31 May 2023.
What is the AUM of Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth?
The AUM of Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth is ₹2,83,896 Cr as of 31 May 2023
What are the top stock holdings of Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth?
The top stock holdings of Kotak Multi Asset Allocator FoF – Dynamic – Direct Growth are
- Kotak Bluechip Fund - Direct (G) - 18.15%
- Kotak Bond Fund - Direct (G) - 15.75%
- Kotak Mah.Mutual - 12.09%
- Kotak Mah.Mutual - 9.92%
- Kotak Mah.Mutual - 9.56%