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Kotak Multi Asset Active FOF - Regular- IDCW

Kotak · Multi Asset
Moderate
₹10.01
Current NAV
25 Jun 2026
25.0%
1Y Return
15.0%
3Y CAGR
15.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Multi Asset mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.10
Sharpe Ratio
1.30
Beta
-0.90
Alpha
1.21
Sortino
Fund Details
Fund House Kotak
Category Multi Asset
AUM ₹2650 Cr
Expense Ratio 1.70%
Min SIP ₹500
Min Lumpsum ₹1000
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