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Kotak Multi Asset Active FOF - Regular - Growth

Kotak · Multi Asset
Moderate
₹10.01
Current NAV
25 Jun 2026
23.4%
1Y Return
14.4%
3Y CAGR
13.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.54).
  • Very large asset base (AUM: ₹14,090 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.94%) which can affect compounding over long horizons.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.04
Sharpe Ratio
1.54
Beta
2.54
Alpha
1.39
Sortino
Fund Details
Fund House Kotak
Category Multi Asset
AUM ₹14090 Cr
Expense Ratio 1.94%
Min SIP ₹500
Min Lumpsum ₹1000
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