Kotak Multi Asset Allocation Fund Regular Growth
3Y Annualised
13.82%
-1.71% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-8.50%
-1.71% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
5 years 4 months
11 years 1 months
9 years 7 months
Fund info
Fund size
₹15235.76 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0%
For redemption / switch out of upto 30% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%. If units are redeemed or switched out on or after 1 year from the date of allotment: NIL
Risk Profile
High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Multi Asset Allocation Fund Institutional Growth
2nd
Motilal Oswal Multi Asset Fund Direct Growth
3rd
Motilal Oswal Multi Asset Fund Regular Growth
4th
ICICI Prudential Multi Asset Allocation Fund FII Growth
5th
Edelweiss Multi Asset Allocation Fund Direct Reinvestment Inc Dist cum Cap Wdrl
210th
Kotak Multi Asset Allocation Fund Regular Growth
Fund Managers
About Kotak Multi Asset Allocation Fund Regular Growth
Kotak Multi Asset Allocation Fund Regular Growth is a Allocation mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 3 years, having been launched on 2023-09-22. Kotak Multi Asset Allocation Fund Regular Growth has ₹15235.76 Cr worth of assets under management (AUM) as of Mon Oct 26 2026. The latest Net Asset Value (NAV) of Kotak Multi Asset Allocation Fund Regular Growth as of Fri Oct 23 2026 is ₹14.688. The fund has an expense ratio of 1.77%, which is medium comparable to most other Allocation funds.
Kotak Multi Asset Allocation Fund Regular Growth returns for the last 1 year are 1.26%. Since launch, it has delivered 13.27% average annual returns.
The Kotak Multi Asset Allocation Fund Regular Growth has the majority of its money invested in null, Financial Services, Industrials, Consumer Defensive, Utilities, Consumer Cyclical sectors.
Top 5 Holdings of Kotak Multi Asset Allocation Fund Regular Growth.
- Kotak Silver ETF: 7.90%
- Kotak Gold ETF: 5.74%
- State Bank of India: 3.27%
- Indo MIM Ltd: 2.91%
- ITC Ltd: 2.54%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2023-09-22 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak Multi Asset Allocation Fund Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
