Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Multi Asset Allocation (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
Cash Offset For Derivatives
13.4%
Kotak Gold ETF
9.7%
Kotak Silver ETF
8.5%
Maruti Suzuki India Ltd
4.1%
NTPC Ltd
3.9%
Net Current Assets/(Liabilities)
3.7%
HDFC Bank Ltd
3.6%
Infosys Ltd
2.8%
Adani Port and Special Economic Zone Ltd.-SEP2024
2.8%
Adani Ports & Special Economic Zone Ltd
2.7%
Top industry exposure
Financial Services
14.1%
Consumer Cyclical
13.7%
Technology
7.8%
Utilities
7.0%
Industrials
6.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
194%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the scheme is to generate long term capital appreciation by investing in Equity & Equity related Securities, Debt & Money Market Instruments, Commodity ETFs and Exchange Traded Commodity Derivatives.