Get access to more insightful information
By signing up to Upstox today
Kotak Multi Asset Allocation Fund Direct growth
Hybrid • Multi Asset • Direct growth
Insufficient fund history to generate its report card
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Multi Asset
Direct growth
Launched On
22 Sep 2023
2.2 years ago
Lock-in Period
No lock-in
NAV
as of 20 Nov 2025
₹15.09
+0.6332% (0.10)
AUM
₹8,958 Cr
Expense ratio
0.45%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Cyclical
Consumer Defensive
Technology
Utilities
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹4,76,159 Cr • Rank #4Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.
Fund Managers
Devender Singhal
Experience: 6.53 yrs • Total AUM: 3,27,893 Cr
Abhishek Bisen
Experience: 17.64 yrs • Total AUM: 10,56,773 Cr
Jeetu Sonar
Experience: 3.72 yrs • Total AUM: 91,168 Cr
Hiten Shah
Experience: 6.13 yrs • Total AUM: 12,47,670 Cr
Risk
Category risk
High
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.