Kotak Multi Asset Allocation Fund

Hybrid: Multi Asset Allocation | Growth

MAX CAGR

+17.61%

Fund Size

₹14,308.51 Cr

Min. Investment

₹100

QUICK FUND SUMMARY

Kotak Multi Asset Allocation Fund Growth is a hybrid mutual fund managing assets worth ₹14,308.51 Cr. The current NAV is ₹15.77 as of Jul 17. It has delivered a maximum CAGR of 17.61%. Investors can start with a minimum SIP amount of ₹100.

Kotak Multi Asset Allocation Fund Details

Fund Size

₹14,308.51 Cr

Type

Hybrid: Multi Asset Allocation

Minimum Investment

₹100

NAV (Jul 17)

₹15.77

Plan Type

Regular

Launch Date

22 Sep 2023

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

1.7375%

Withdrawal Charge

Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year.

Kotak Multi Asset Allocation Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Kotak Multi Asset Allocation Fund Peer Comparison

Comparison of funds that belong to the same category, based on historical returns

Funds1Y Returns3Y CAGR5Y CAGR
Kotak Multi Asset Allocation Fund
+18.51%----
ICICI Prudential Multi-Asset Fund
+6.51%+15.25%+17.45%

Kotak Multi Asset Allocation Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Kotak Multi Asset Allocation Fund

Kotak Multi Asset Allocation Fund is a Growth Hybrid mutual fund managed by Kotak Mutual Fund.

The current NAV of Kotak Multi Asset Allocation Fund is ₹15.77 as of Jul 17.

You can invest in Kotak Multi Asset Allocation Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Kotak Multi Asset Allocation Fund is ₹100.

The expense ratio of Kotak Multi Asset Allocation Fund is 1.74%.

Kotak Multi Asset Allocation Fund has an exit load as follows: exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year.

The taxation of Kotak Multi Asset Allocation Fund depends entirely on its underlying allocation to domestic equities. Aggressive Hybrids (Equity ≥ 65%) are taxed exactly like equity funds: 20% STCG if held ≤ 12 months; 12.5% LTCG if held > 12 months. Conservative Hybrids (Equity ≤ 35%) are taxed exactly like debt funds: all gains taxed at your income tax slab rate. For hybrid funds with equity exposure between 35% and 65%, the minimum holding period to qualify for LTCG is more than 24 months, with gains taxed at a flat 12.5%. Anything less than 24 months is deemed as STCG and taxed at applicable income tax slab rates. For units purchased prior to 1 April 2023: LTCG - 12.5% (if held for 24 months); STCG - Slab rate. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.