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Fund Facts
  • Name of Fund:
    Kotak Multi Asset Allocation
  • Opening:
    31st August 2023
  • Closing:
    14th September 2023
  • Scheme Type:
    Open Ended Multi Asset Allocation Fund
  • Minimum Investment:
    Rs. 5000/- and in multiples of Re. 1
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units redeemed/switched out exceeds 30% of the initial investment amount within 1 year from the date of allotment
  • Thereafter:

Fund Stats


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.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Devender Singhal, Abhishek Bisen, Arjun Khanna, Jeetu Valechha Sonar, Hiten Shah

Asset Allocation

65-80% Equity
10-25% Money Market
Comparable existing schemes
SBI Multi Asset Allocation Fund 16.73(6M) 15.87(1Y)
Axis Multi Asset Allocation Fund 12.97(6M) 4.53(1Y)

Fund Prognosis

Idea Distiller

The house of Kotak is coming late to the party.

  • Fund House AAUM:

  • Rs. 31237132.93 Lakhs (as on 30th June 2023)

  • Fund Manager:

  • Combined experience of above 22 years

Scheme DNA 4 fundamentals

  • RISK

OOMP Factor

A difficult category.A difficult product to manage. Will await the first six months before I opine.