Kotak Multi Asset Allocation Fund
Multi Asset Allocation · Kotak Mahindra Asset Management Company Limited.
Investing ₹10,000 every month for the last 3 years would have put in ₹3.6 lakh and grown it to about ₹4.4 lakh. Be warned: in its worst stretch, ₹1 lakh briefly shrank to about ₹88,000. Its ride has historically been comparatively steady.
New to fund research? Start with the 5-minute guide. The detailed numbers below back all of this up.Kotak Multi Asset Allocation Fund is a Multi Asset Allocation fund from Kotak Mahindra Asset Management Company Limited.. It has a track record of about 3.0 years. As of the latest data it carries an RS rating of 71/99 (its recent momentum versus category peers). The current NAV is ₹16.25 (as of 2026-09-16).
Growth of ₹100 - last 3 years
Kotak Multi Asset Allocation Fund returns: last 1, 3, 5 and 10 years
| Period | This fund | Category average |
|---|---|---|
| 1 month | -3.41% | -2.41% |
| 3 months | -0.99% | 0.27% |
| 6 months | 2.27% | 3.31% |
| 1 year | 14.15% | 9.14% |
Its trailing one-year return is 14.15%. Trailing returns flatter or disappoint depending on the end date you pick - the year-by-year and rolling-return sections below are a fairer read.
Year-by-year returns
| Year | Kotak Multi Asset Allo | Benchmark |
|---|---|---|
| 2024 | +17.9% | +15.2% |
| 2025 | +24.4% | +6.7% |
| 2026 | +0.9% | -5.8% |
Kotak Multi Asset Allocation Fund beat its benchmark in 3 of the last 3 calendar years. That is a strong hit-rate - most active funds fail to clear their index this often. Consistency against the benchmark matters more than any single great year.
Calendar-year returns show how bumpy the ride really was - an average hides the good years and the ugly ones.
What a monthly SIP in Kotak Multi Asset Allocation Fund would have made
A ₹10,000-a-month SIP, using this fund's actual NAV history. SIP returns (XIRR) differ from lumpsum CAGR because your money goes in gradually, averaging your entry price.
| SIP duration | You invested | It became | XIRR |
|---|---|---|---|
| 3 years | ₹360,000 | ₹441,285 | 14.1% |
Over 3 years, ₹360,000 invested in monthly instalments would have grown to about ₹441,285 - an XIRR of 14.1%. Figures are pre-tax and assume you stayed invested throughout.
Risk & drawdowns
| Measure | This fund | Category average |
|---|---|---|
| Worst drawdown (lifetime) | -12.0% | -13.03% |
| Worst drawdown (3Y) | -12.0% | -9.53% |
| Volatility (1Y) | 17.45% | 12.1% |
| Sharpe (3Y) | 0.9 | 0.74 |
| Sortino (3Y) | 1.62 | 1.49 |
| Beta (3Y) | 0.63 | 0.53 |
| Alpha (3Y) | 9.44% | 7.27% |
| Up capture | 77.0% | 66.13% |
| Down capture | 49.5% | 41.98% |
| Bull-market return | 40.7% | 28.84% |
| Bear-market return | -25.8% | -11.07% |
Timing matters more than people admit: the best possible 1-year stretch in Kotak Multi Asset Allocation Fund (starting 2025-02-28) gained 39.2%, while the worst (starting 2024-08-01) still made 2.5%. The worst peak-to-bottom fall Kotak Multi Asset Allocation Fund has ever put investors through is -12.0% - the real test of whether you'd have stayed invested. In falling markets (Nifty below its 200-day average) it has returned about -25.8% annualised, versus 40.7% in rising markets. It has captured roughly 77.0% of its benchmark's up-moves and 49.5% of its down-moves.
How Kotak Multi Asset Allocation Fund behaves when markets fall
When the market is falling (the Nifty below its 200-day average), Kotak Multi Asset Allocation Fund has historically returned about -25.8% annualised, versus roughly 40.7% when the market is rising. Its deepest fall on record is -12.0%. Right now it sits about 3.71% below its all-time high (last hit 2026-08-07). The real question isn't the average year - it's whether you could hold on through the worst one.
How Kotak Multi Asset Allocation Fund ranks in its category
Percentile versus its ~128 category peers - 100th is best-in-class, 50th is average. This is the fairest apples-to-apples read.
Consistency (rolling returns)
Rolling-return data isn't available for this fund yet.
What Kotak Multi Asset Allocation Fund holds
Its latest monthly portfolio disclosure. This is what your money actually owns.
Top holdings
Sector allocation
The top 10 holdings make up 27.2% of the portfolio, across 67 stocks. A higher concentration means the fund's fortunes ride on fewer names.
Portfolio overlap with similar funds
Kotak Multi Asset Allocation Fund shares WhiteOak Capital Multi Asset Allocation Fund (1%), Nippon India Multi Asset Allocation Fund (0%), Aditya Birla Sun Life Multi Asset Allocation Fund (0%) of its portfolio with these category peers (overlap = the slice of the two portfolios invested in the same stocks). The lower the overlap, the more genuinely different the portfolios are.
Who manages Kotak Multi Asset Allocation Fund - and how good are they?
Kotak Multi Asset Allocation Fund is managed by Abhishek Bisen, Devender Singhal and Hiten Shah. Below is each manager's complete track record - every fund they currently run, judged on the same numbers as everything else on this page - so you can see whether this fund is in strong hands or is the outlier in a weak book.
Abhishek Bisen's full record
Abhishek Bisen currently runs 58 funds, across Conservative Hybrid Fund, Dynamic Asset Allocation or Balanced Advantage, Dynamic Bond, Equity Savings and more, with about ₹126,446 Cr under management. The book's average King Score is 67.3/100. Their strongest fund by King Score is Kotak Dynamic Bond Fund (92/100); Kotak Multi Asset Allocation Fund ranks #38 of 58 in their book.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kotak Dynamic Bond Fund | 96 | 92 | 2.2% | 4.0% | 6.7% | 7.8% | 6.6% | 7.8% | 0.49 | 9.0% | -3.2% |
| 2 | Kotak Debt Hybrid | 83 | 88 | 0.9% | 2.1% | 3.1% | 8.4% | 8.3% | 9.6% | 0.4 | 11.4% | -11.8% |
| 3 | Kotak Bond Fund | 94 | 85 | 1.4% | 3.0% | 5.0% | 7.1% | 6.1% | 6.9% | 0.24 | 7.5% | -9.9% |
| 4 | Kotak Manufacture in India Fund | 81 | 83 | 5.2% | 15.6% | 14.3% | 19.1% | n/a | n/a | 0.76 | 22.2% | -22.3% |
| 5 | Kotak Equity Savings Fund | 87 | 82 | 1.3% | 4.2% | 4.3% | 9.9% | 9.9% | 9.9% | 0.56 | 10.4% | -16.5% |
| 6 | Kotak Business Cycle | 65 | 79 | 2.3% | 13.2% | 2.6% | 14.4% | n/a | n/a | 0.55 | 18.7% | -18.4% |
| 7 | Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund | 79 | 77 | 1.5% | 2.8% | 6.2% | 7.4% | n/a | n/a | 1.09 | 7.7% | -3.6% |
| 8 | Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60 40 Index Fund | 75 | 77 | 1.4% | 2.7% | 5.8% | 7.4% | n/a | n/a | 0.81 | 7.8% | -0.6% |
| 9 | Kotak Multicap Fund | 37 | 77 | -0.0% | 7.6% | 3.7% | 15.8% | n/a | n/a | 0.54 | 24.6% | -21.0% |
| 10 | Kotak Nifty Financial Services Ex-Bank Index Fund | 50 | 75 | -1.0% | 5.1% | 3.3% | 14.9% | n/a | n/a | 0.4 | n/a | -17.1% |
| 11 | Kotak Silver ETF Fund of Fund | 96 | 72 | -8.4% | -9.1% | 76.5% | 45.2% | n/a | n/a | 0.87 | 47.2% | -35.7% |
| 12 | Kotak Balanced Advantage Fund | 78 | 71 | 0.4% | 4.1% | 1.7% | 9.0% | 8.8% | n/a | 0.3 | 12.8% | -26.3% |
| 13 | Kotak Banking & Financial Services Fund | 44 | 70 | -1.8% | 4.6% | 4.9% | 11.5% | n/a | n/a | 0.28 | 14.7% | -16.5% |
| 14 | Kotak US Specific Equity Passive FOF | 74 | 68 | -3.8% | 21.2% | 31.1% | 30.0% | 19.8% | n/a | 1.1 | 21.5% | -29.1% |
| 15 | Kotak Gold Fund | 86 | 65 | 0.8% | -2.6% | 37.1% | 35.6% | 24.9% | 16.3% | 1.33 | 10.6% | -26.3% |
| 16 | Kotak Multi Asset Omni FOF | 32 | 65 | -0.7% | 2.3% | 6.5% | 14.3% | 14.3% | 15.1% | 0.72 | 18.3% | -22.8% |
| 17 | Kotak Nifty Smallcap 50 Index Fund | 98 | 62 | 7.2% | 24.0% | 12.1% | 18.2% | n/a | n/a | 0.54 | 24.2% | -25.0% |
| 18 | Kotak Income Plus Arbitrage Omni FOF | 53 | 62 | 1.4% | 2.8% | 5.9% | 7.5% | n/a | n/a | 0.65 | 8.0% | -1.0% |
| 19 | Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund | 63 | 60 | 1.0% | 1.8% | 5.6% | 7.1% | n/a | n/a | 0.21 | 8.1% | -3.2% |
| 20 | Kotak Gilt-Investment | 78 | 59 | 1.3% | 2.4% | 3.3% | 5.7% | 5.4% | 6.9% | -0.22 | 8.0% | -13.3% |
| 21 | Kotak Nifty SDL Jul 2033 Index Fund | 66 | 59 | 1.2% | 2.6% | 5.4% | 7.0% | n/a | n/a | 0.19 | 7.3% | -2.3% |
| 22 | Kotak Quant Fund | 30 | 57 | -1.4% | 3.3% | -1.1% | 13.0% | n/a | n/a | 0.38 | n/a | -22.3% |
| 23 | Kotak Nifty 200 Momentum 30 Index Fund | 23 | 41 | -4.3% | 2.7% | -3.4% | 9.2% | n/a | n/a | 0.13 | n/a | -31.6% |
| 24 | Kotak Nifty 50 Index Fund | 19 | 37 | -2.1% | -0.8% | -6.6% | 5.7% | 6.6% | n/a | -0.05 | 13.0% | -16.4% |
| 25 | Kotak BSE Housing Index Fund | 4 | 20 | -4.7% | 3.1% | -12.1% | 5.4% | n/a | n/a | -0.04 | n/a | -26.4% |
| 26 | Kotak Healthcare Fund | 98 | n/a | 11.0% | 27.4% | 25.3% | n/a | n/a | n/a | 1.04 | n/a | -18.1% |
| 27 | Kotak Nifty SmallCap 250 Index Fund | 95 | n/a | 3.5% | 20.2% | 4.3% | n/a | n/a | n/a | 0.12 | n/a | -20.4% |
| 28 | Kotak Nifty Alpha 50 Index Fund | 92 | n/a | 2.6% | 15.0% | 6.1% | n/a | n/a | n/a | n/a | n/a | -14.9% |
| 29 | Kotak Long Duration Fund | 91 | n/a | 1.2% | 2.0% | 2.5% | n/a | n/a | n/a | -0.41 | n/a | -6.1% |
| 30 | Kotak NIFTY Midcap 50 Index Fund | 90 | n/a | 0.5% | 12.3% | 7.0% | n/a | n/a | n/a | -0.17 | n/a | -20.4% |
| 31 | Kotak Special Opportunities Fund | 89 | n/a | 5.9% | 25.0% | 15.3% | n/a | n/a | n/a | -0.03 | n/a | -23.1% |
| 32 | Kotak CRISIL - IBX AAA Bond Financial Services Index Dec 2026 Fund | 89 | n/a | 1.9% | 3.8% | 6.8% | n/a | n/a | n/a | 1.2 | n/a | -0.2% |
| 33 | Kotak CRISIL -IBX AAA Financial Services Index Sep-2027 Fund | 87 | n/a | 1.9% | 3.5% | 6.4% | n/a | n/a | n/a | 1.17 | n/a | -0.3% |
| 34 | Kotak NIFTY Midcap 150 Index Fund | 82 | n/a | -0.8% | 10.0% | 3.9% | n/a | n/a | n/a | 0.22 | n/a | -13.9% |
| 35 | Kotak Nifty AAA Bond Financial Services Mar 2028 Index Fund | 82 | n/a | 1.7% | 3.1% | 5.9% | n/a | n/a | n/a | n/a | n/a | -0.4% |
| 36 | Kotak MNC Fund | 79 | n/a | 0.7% | 17.8% | 16.7% | n/a | n/a | n/a | 0.38 | n/a | -16.5% |
| 37 | Kotak Transportation & Logistics Fund | 74 | n/a | 7.1% | 12.3% | 2.7% | n/a | n/a | n/a | 0.21 | n/a | -17.1% |
| 38 | Kotak Multi Asset Allocation Fund (this page) | 71 | n/a | -1.0% | 2.3% | 14.2% | n/a | n/a | n/a | 0.9 | n/a | -12.0% |
| 39 | Kotak Active Momentum Fund | 68 | n/a | 2.6% | 11.4% | 7.0% | n/a | n/a | n/a | n/a | n/a | -13.2% |
| 40 | Kotak Technology Fund | 57 | n/a | 8.1% | 9.2% | -9.4% | n/a | n/a | n/a | -0.21 | n/a | -28.1% |
| 41 | Kotak Nifty G-Sec July 2033 Index Fund | 55 | n/a | 0.7% | 1.9% | 4.6% | n/a | n/a | n/a | 0.5 | n/a | -2.1% |
| 42 | Kotak Consumption Fund | 47 | n/a | 1.4% | 8.8% | -3.6% | n/a | n/a | n/a | 0.46 | n/a | -20.6% |
| 43 | Kotak Nifty 100 Equal Weight Index Fund | 47 | n/a | -1.7% | 6.2% | 1.2% | n/a | n/a | n/a | -0.12 | n/a | -13.5% |
| 44 | Kotak Nifty Midcap 150 Momentum 50 Index Fund | 44 | n/a | -3.0% | 7.6% | 1.1% | n/a | n/a | n/a | -0.5 | n/a | -25.5% |
| 45 | Kotak Nifty 50 Equal Weight Index Fund | 36 | n/a | -1.8% | 3.0% | -1.0% | n/a | n/a | n/a | -0.1 | n/a | -12.5% |
| 46 | Kotak Energy Opportunities Fund | 35 | n/a | -2.9% | 4.6% | 3.0% | n/a | n/a | n/a | -0.16 | n/a | -9.5% |
| 47 | Kotak Nifty Commodities Index Fund | 31 | n/a | -5.4% | 0.2% | 6.7% | n/a | n/a | n/a | 0.23 | n/a | -9.9% |
| 48 | Kotak NIFTY 200 Quality 30 Index Fund | 30 | n/a | -1.3% | 3.5% | -6.5% | n/a | n/a | n/a | n/a | n/a | -15.2% |
| 49 | Kotak NIFTY 100 Low Volatility 30 Index Fund | 28 | n/a | -1.3% | 1.6% | -5.8% | n/a | n/a | n/a | -0.36 | n/a | -18.2% |
| 50 | Kotak BSE PSU Index Fund | 26 | n/a | -4.5% | -4.1% | 4.9% | n/a | n/a | n/a | -0.39 | n/a | -26.8% |
| 51 | Kotak Nifty India Tourism Index Fund | 10 | n/a | -1.2% | 7.1% | -18.8% | n/a | n/a | n/a | -0.66 | n/a | -31.1% |
| 52 | Kotak BSE Sensex Index Fund | 9 | n/a | -2.0% | -1.6% | -8.6% | n/a | n/a | n/a | -0.43 | n/a | -16.1% |
| 53 | Kotak Nifty Top 10 Equal Weight Index Fund | 3 | n/a | -3.4% | -2.5% | -10.9% | n/a | n/a | n/a | -0.99 | n/a | -18.6% |
| 54 | Kotak Gold Silver Passive FOF | n/a | n/a | -4.3% | -6.0% | n/a | n/a | n/a | n/a | n/a | n/a | -25.6% |
| 55 | Kotak Rural Opportunities Fund | n/a | n/a | -2.0% | -2.6% | n/a | n/a | n/a | n/a | n/a | n/a | -13.4% |
| 56 | Kotak Nifty500 Momentum 50 Index Fund | n/a | n/a | -1.6% | 8.9% | n/a | n/a | n/a | n/a | n/a | n/a | -14.1% |
| 57 | Kotak Nifty200 Value 30 Index Fund | n/a | n/a | -6.1% | -2.1% | n/a | n/a | n/a | n/a | n/a | n/a | -13.5% |
| 58 | Kotak Services Fund | n/a | n/a | 0.9% | 3.8% | n/a | n/a | n/a | n/a | n/a | n/a | -6.2% |
Devender Singhal's full record
Devender Singhal currently runs 6 funds, across Equity Savings, FoF Domestic, Multi Asset Allocation, Multi Cap Fund and more, with about ₹55,800 Cr under management. The book's average King Score is 74.7/100. Their strongest fund by King Score is Kotak Equity Savings Fund (82/100); Kotak Multi Asset Allocation Fund ranks #5 of 6 in their book.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kotak Equity Savings Fund | 87 | 82 | 1.3% | 4.2% | 4.3% | 9.9% | 9.9% | 9.9% | 0.56 | 10.4% | -16.5% |
| 2 | Kotak Multicap Fund | 37 | 77 | -0.0% | 7.6% | 3.7% | 15.8% | n/a | n/a | 0.54 | 24.6% | -21.0% |
| 3 | Kotak Multi Asset Omni FOF | 32 | 65 | -0.7% | 2.3% | 6.5% | 14.3% | 14.3% | 15.1% | 0.72 | 18.3% | -22.8% |
| 4 | Kotak Special Opportunities Fund | 89 | n/a | 5.9% | 25.0% | 15.3% | n/a | n/a | n/a | -0.03 | n/a | -23.1% |
| 5 | Kotak Multi Asset Allocation Fund (this page) | 71 | n/a | -1.0% | 2.3% | 14.2% | n/a | n/a | n/a | 0.9 | n/a | -12.0% |
| 6 | Kotak Consumption Fund | 47 | n/a | 1.4% | 8.8% | -3.6% | n/a | n/a | n/a | 0.46 | n/a | -20.6% |
Hiten Shah's full record
Hiten Shah currently runs 4 funds, across Arbitrage Fund, Dynamic Asset Allocation or Balanced Advantage, Equity Savings, Multi Asset Allocation, with about ₹113,256 Cr under management. The book's average King Score is 78.0/100. Their strongest fund by King Score is Kotak Equity Savings Fund (82/100); Kotak Multi Asset Allocation Fund ranks #4 of 4 in their book.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kotak Equity Savings Fund | 87 | 82 | 1.3% | 4.2% | 4.3% | 9.9% | 9.9% | 9.9% | 0.56 | 10.4% | -16.5% |
| 2 | Kotak Arbitrage Fund | 88 | 81 | 1.6% | 3.2% | 6.7% | 7.5% | 6.9% | 6.5% | 0.96 | 6.7% | -0.6% |
| 3 | Kotak Balanced Advantage Fund | 78 | 71 | 0.4% | 4.1% | 1.7% | 9.0% | 8.8% | n/a | 0.3 | 12.8% | -26.3% |
| 4 | Kotak Multi Asset Allocation Fund (this page) | 71 | n/a | -1.0% | 2.3% | 14.2% | n/a | n/a | n/a | 0.9 | n/a | -12.0% |
A caveat worth keeping: funds often have co-managers, and results belong to the whole team and process rather than one person. A manager's book tells you about their range and consistency, not a guarantee of skill.
Cost & fund basics
| Detail | Value |
|---|---|
| Expense ratio (Direct) | 0.52% |
| Exit load | ≈1% if redeemed within 1 year (typical) |
| Minimum investment | ₹100 |
| Fund size (AUM) | ₹13,958 Cr |
| Age | 3.0 years |
| Plan / Option | Direct · Growth |
| Benchmark | NIFTY500 |
How Kotak Multi Asset Allocation Fund compares to peers
| Fund | RS | King | 3Y CAGR |
|---|---|---|---|
| WhiteOak Capital Multi Asset Allocation Fund | 97 | 86 | 16.5% |
| Nippon India Multi Asset Allocation Fund | 87 | 81 | 18.3% |
| Aditya Birla Sun Life Multi Asset Allocation Fund | 79 | 73 | 15.4% |
| quant Multi Asset Allocation Fund | 89 | 70 | 21.4% |
| SBI Multi Asset Allocation Fund | 64 | 65 | 14.5% |
| Baroda BNP Paribas Multi Asset Fund | 43 | 61 | 13.8% |
Overlap warning: funds in the same category often own many of the same stocks - holding several rarely adds the diversification people expect.
What these numbers mean
RS rating (1-99) ranks a fund's recent momentum against its category - higher is stronger right now. King Score (0-100) is a long-term quality composite (returns, consistency, drawdown, risk-adjusted return) versus peers. Max drawdown is the worst peak-to-bottom fall the fund has ever experienced. Rolling returns test every possible start date, so one lucky (or unlucky) entry point can't distort the picture. Every formula behind this page is public - see how we calculate every number.
Kotak Multi Asset Allocation Fund review: the bottom line
Related
Frequently asked questions
Is Kotak Multi Asset Allocation Fund a good mutual fund?
That depends on your goals and risk tolerance - this is descriptive research, not advice. On the numbers, Kotak Multi Asset Allocation Fund scores RS 71/99 within its category, and its worst drawdown was -12.0%. Compare those against your needs and the peer table above.
What is the NAV of Kotak Multi Asset Allocation Fund today?
The latest NAV is ₹16.25 (as of 2026-09-16). NAV (net asset value) is the per-unit price of the fund, published every business day by the AMC.
What is the expense ratio of Kotak Multi Asset Allocation Fund?
The Direct-plan expense ratio is 0.52% a year. The Direct plan is cheaper than the Regular plan because it carries no distributor commission - over decades that gap compounds meaningfully.
Who is the fund manager of Kotak Multi Asset Allocation Fund?
Kotak Multi Asset Allocation Fund is managed by Abhishek Bisen; Devender Singhal; Hiten Shah; Jeetu Sonar.
Is Kotak Multi Asset Allocation Fund safe? How risky is it?
No market-linked fund is 'safe' in the fixed-deposit sense - the honest question is how deep its falls get. Its worst historical drawdown was -12.0% - ₹1 lakh briefly becoming about ₹88,000. As a hybrid fund, its risk profile is typical of that category. Look at the drawdown, volatility and bear-market figures above and ask whether you could stay invested through the bad stretches.
Is Kotak Multi Asset Allocation Fund good for SIP?
We can't tell you what to do, but here is what actually happened: a ₹10,000 monthly SIP over the last 3 years grew ₹3.6 lakh into about ₹4.4 lakh (XIRR 14.1%). SIPs average your entry price, which helps most in funds that swing hard - check the crash-behaviour section above to see how it treats investors in bad markets.
What are the SIP returns of Kotak Multi Asset Allocation Fund?
A ₹10,000/month SIP over 3 years would have grown to about ₹441,285 (an XIRR of 14.1%) on ₹360,000 invested, using the fund's actual NAV history. See the SIP table above for other durations.
Is Kotak Multi Asset Allocation Fund tax-efficient / what about capital gains?
As a hybrid fund, gains follow the rules for its asset class - equity-oriented funds are taxed differently from debt. All returns on this page are pre-tax; your actual post-tax return depends on your holding period and slab. This is descriptive information, not tax advice.
Direct or Regular plan - which is shown here?
All figures on this page are for the Direct-Growth plan (no distributor commission, lower cost). Returns are pre-tax; capital-gains tax depends on your own holding period and slab.
See Kotak Multi Asset Allocation Fund live in the MF Terminal
Everything above is a static snapshot. The terminal is where you actually research it:
- Interactive price chart with EMAs & RSI
- The RS line plotted against its benchmark
- Full holdings, sector mix & portfolio overlap
- Point-in-time backtester & portfolio doctor
- Compare it side-by-side with any peer
- Screen 1,600+ funds on the same metrics
Data: AMFI NAV history, NSE indices, BSE StAR and monthly disclosures. All figures are pre-tax. Descriptive research and education only - nothing here is investment advice or a recommendation to buy, sell or hold any fund. Past performance does not guarantee future returns.