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Kotak Multi Asset Allocation Fund - Regular Plan - Growth Option

Kotak · Multi Asset
Moderate
₹15.68
Current NAV
25 Jun 2026
22.5%
1Y Return
11.5%
3Y CAGR
12.5%
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: 3.25).
  • Well-diversified portfolio aligned with the Multi Asset mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.75
Sharpe Ratio
0.65
Beta
3.25
Alpha
1.01
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Fund Details
Fund House Kotak
Category Multi Asset
AUM ₹7800 Cr
Expense Ratio 1.45%
Min SIP ₹500
Min Lumpsum ₹1000
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